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SmartOffice CRM for Financial Advisors - Ebix CRM.

E-Z Data's SmartOffice: Financial and insurance technology. Forgot Password? Click Here. Download the Microsoft Plugin Update. Delivering the Power of Integration Ebix solutions are designed to easily integrate with other leading software applications and data providers to deliver a best-of-breed solution that addresses your specialized needs – regardless of the role you play in financial services. You can gain that understanding with an intelligent technology solution that helps you analyze, service and communicate with your clients in the most efficient way possible. SmartOffice, the customer relationship management CRM solution from Ebix, was designed to help financial services professionals tackle those critical tasks. SmartOffice® Partners Powerful integrations that magnify your unique value proposition Advicent Solutions AdvisoryWorld AIG Albridge AllState Life & Annuity American National AnnuityNet APPS APS Workflow Aqumulate Aviva AXA/MONY Banner Legal & General Broadridge / Investigo Charles Schwab Constant Contact Copytalk DAZL Docupace DST FAN Mail eMoney Advisor EMSI e-Relationships. SmartOffice is a complete agency management system AMS and customer relationship management CRM solution that keeps all of your agency's operations in perfect sync. From sales to underwriting to compensation, SmartOffice helps your producers and staff live up to their potential while allowing yo.

Now, you can capitalize on the benefits of CRM without giving up Office. Ebix's Microsoft Plug-In for SmartOffice integrates our proven SmartOffice platform into Outlook, Word and Excel, delivering the power of CRM to the applications you already know. Download Brochure. by leveraging Ebix’s DataXchange solution to automatically download carrier status updates directly into the Policy Tracking data fields. Case managers can accept Home Office updates automatically or use side-by-side processing to manually validate new data.. After your computer has restarted, the Microsoft Plug-in for SmartOffice sign-in dialog box opens. Type your office name, user name and password you should have received this information in your welcome e-mail message from Ebix. Click Log In.

Type your office name, user name, and password you should have received this information in your welcome e-mail message from Ebix. Optional To have SmartOffice remember your office name, and user name for the next sign-in, select Remember Me. Click Log In. SmartOffice DesktopSmartOffice WebMiscellaneous SupportSmartOffice Onli. Ebix Inc is a leading supplier of On-Demand software solutions & E-commerce services to the insurance industry in Offshore & Custom software development. SmartOffice Desktop Integration is a program developed by Ebix. The most used version is 1.0.90, with over 98% of all installations currently using this version. The software installer includes 97 files and is usually about 27.31 MB 28,635,648 bytes. A majority of the PCs this is running on, most OS versions are Windows 7 SP1. The. SmartOffice CRM couples cutting edge, cloud based contact management features with investment & policy tracking and integrations with the industry's leading.

Market your services and yourself using SmartOffice's integrations with services like Constant Contact, e-Relationship, and Financial Media Exchange. And don't worry about outgrowing SmartOffice. With its highly modular and scalable design, SmartOffice will work well for your business today and into the future. SmartOffice Pro sits seamlessly within any insurance business due to its integration with Ebix broking and life software as well as Microsoft Office. SmartOffice is a web-based CRM, so it can be used anytime, anywhere and implemented almost instantly. • Featured Fast Class: Running PDF Reports • Access previous Fast ClassesAccess previous Fast Classes • Need to contact support?Need to contact support? The SmartOffice® Integration by Cities Digital allows users to easily interact with client documentation. From the SmartOffice® CRM, users can access Laserfiche documentation pertaining to a client by using the SmartOffice® Integration menu option. By clicking on the Laserfiche link, users will.

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