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Ebix CRM Billing & Administration


Expanding Your System
If you are interested in adding another user or module to your system, please contact Sales at
(800) 777-9188 or chris.aitkens@ebix.com. They will be glad to assist you and help explain the different products we offer. test.

Other Changes to Your System
Should you need to make other changes to your system, you may e-mail the request to crmbilling@ebix.com. These requests must come from the Registered User. To ensure timely and accurate processing, please include the name of the specific users to be removed. Please note that all changes must be written requests and can take up to 30 days to process. Upon completion, a confirmation email will be sent to the Registered User.

Changing the Registered User of your SmartOffice account
Typically the Registered User in your office is the person who owns the data in your SmartOffice database. To change the name of the registered user associated with your SmartOffice account please complete the form below and fax the signed copy to (866) 422-0259. You will also have to
re-submit a Pre-Authorized Credit Card form (depending on your payment method) even if you will be using the same credit card.

Click here to download the Registered User/Data Ownership Change Request Form


Payment Information
To change the method of payment for your system, please complete one of the following applicable forms and fax it to (866) 422-0259:

- Pre-Authorized Checking (pdf)

- Pre-Authorized Credit Card (pdf)

- Pre-Authorized Credit Card - Canada (pdf)

General Billing Inquiries
For general billing inquiries (to request a copy of your most recent invoice, assistance completing the PACC Form, etc.) please email crmbilling@ebix.com. For immediate assistance, you may call
(626) 585-3505 during our normal business hours which are Monday through Friday 8:00am to 4:00pm PST. The department is closed on most major holidays.

 

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