Ebix CRM
CRM Solutions for Insurance and Financial Services
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Client Success Stories

Key Executive & Employee Plans, Inc.

"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

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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.
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