smartofficeonline.comWeb based Insurance & Financial CRM Software Solutions- Ebix CRM

Web based Insurance & Financial CRM Software Solutions- Ebix CRM CRM Solutions for Insurance and Financial Services | Canada Toggle navigation Menu Products SmartOffice Solutions » Financial Advisors » RIAs » Broker Dealers » Brokerage General Agencies » Banks » Enterprise Solutions Client Success Partners Training & Support CONTACT US SmartOffice Sign In Power Behind Your Practice Turn your client data into the engine that drives your business Your Client Data Anywhere SmartOffice’s mobile CRM solution keeps you connected to your clients no matter where you are Not Just Office. SmartOffice. Add CRM muscle to Outlook ® , Excel ® and Word ® with Ebix's Microsoft Plug-In for SmartOffice The SmartOffice Solution In use by industry leaders for more than two decades, Ebix’s SmartOffice solutions for practice, and agency management are trusted across the industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenues. Click here to choose the solution designed to meet your specific business needs. Financial Advisors Brokerage/General Agency Enterprises Solution -- See More Solutions Financial Advisors Brokerage/General Agency Enterprises Solution -- -- Key SmartOffice Features SmartOffice Premier Edition is a financial advisor software solution designed to address the very specific needs of growing advisory firms. Investment Tracking: Easily track and manage client assets to help grow a profitable managed account business Marketing & Sales: Identify and act upon opportunities with new and existing clients Customer Service: Deliver consistent value to retain happy clients and generate referrals Policy Tracking: Manage all types of policies, including share balances for variable life policies Reporting: Provide your clients with consolidated financial reports Compliance: Reduce the liability and exposure of your firm and control your sales processes and practices. Business Value: Optimize the value of your firm by creating an organized, manageable, and collaborative framework for your business Read More » -- Register for a BGA Webinar This solution is designed to help BGAs manage new business, service clients, manage operations, and identify new markets. Pending Case Management*: Increase the productivity of your staff with carrier downloads and automated new business processing* Click here to get the latest list of our pending case data providers. Customer Management: Track people, households, companies, complex businesses and manage complex producer/agency hierarchies Servicing: Build and maintain strong relationships by delivering proactive and timely agent communications Reporting: Use comprehensive and flexible online reporting tools to review, analyze, and manage all aspects of your business Sales/Marketing: Identify new markets, develop new producer relationships, and establish and close new sales opportunities to drive growth Business Value: Optimize the value of your firm by creating an organized, manageable, and collaborative framework for your business Read More » -- SMARTOFFICE | ENTERPRISE EDITION This solution is designed to address the very specific needs of independent agents and agencies. SmartOffice Enterprise provides the proven scalability, data security, and customization capabilities required by even the largest financial services organizations. Available in a flexible, fully hosted web environment or on your own server, SmartOffice Enterprise delivers features to support every aspect of financial services distribution. From contact and agency management to wholesaling and management reporting, SmartOffice integrates enterprise business processes to drive more profitable client relationships, reduce operational expenses, and grow revenues. Software Built for the Way You Do Business SmartOffice Enterprise Edition delivers the features, framework, training, and support you need to ensure the success of your CRM initiative – regardless of the size of your business. Trusted by today’s leading financial services organizations, SmartOffice offers a full range of valuable, industry-focused features and capabilities that deliver tangible, measurable results. Read More » -- -- Learn More or call 800-777-9188 Attend a Live Demonstration What is SmartOffice ? Ebix’s SmartOffice is a web-based CRM and AMS solution for the insurance and financial services industry. Serving the financial services community since 1986 and in use by many of the top 20 Fortune 500® Life companies, SmartOffice is the technology choice for thousands of advisors worldwide. --   -- About Us › Introduction › Market Overview › Our Strengths › Senior Management › Board of Directors News & Events › Press Releases › News Coverage › Events › Past Events Industry Solution › Financial Advisors › General Agency › Enterprises Solution Training & Support › SmartOffice › Client Data System › Contact Support › Billing and Administration › Enterprise Support Services Follow us Ebix CRM 225 S. Lake Avenue, Suite 520, Pasadena , California 91101 Tel: (800) 777-9188 Fax: (626) 585-3523 Copyright © 2016 Ebix Inc. 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