"Ebix (formerly E-Z Data) delivers a time-tested CRM solution,
plus a proven commitment to the business and
the needs of their customers."
Earle W. Henn,
Jr., CLU, ChFC
President
Challenges
Ensure
long-term value by selecting a
system that addresses current and
future needs
Successfully convert core data from
proprietary system into new CRM
solution
Achieve a
‘greener’ office environment in a
heavily paper-based industry
Gain
immediate access to current
Group/Employee Benefits policy
information
Strong
reporting to provide summary product
listings to each client
Collaborate with other agents to
effectively service
group policies
Solutions
SmartOffice Professional Edition
SmartPolicies for policy tracking
SmartGroupBenefits
Ebix CRM
conversion services
Results
Ebix CRM’s
custom conversion made it possible
to salvage core data from existing
database to populate SmartOffice
Searchable
client notes and policy tracking
tools put vital client and policy
data at our fingertips
Easy
personalization of reports, contact
fields, and other areas of the
system support personal
workflows and specialized needs
Able to
support third-party servicing of
group policies by providing
restricted, online visibility of
client data
Can
quickly and easily create summary
listing of all products with a given
client and deliver PDF report via
email
Key Executive & Employee Plans, Inc. has
been helping employers develop flexible benefit plans
since 1987. Earle moved from Siebel to SmartOffice in
2005. He is a Registered Representative with Princor
Financial Services Corporation.