Product: SmartLink for Winflex
EbixExchange, formerly known as EbixLife
Website: www.ebixlife.com

EbixLife, formerly LifeLink Corporation, has been selling life insurance sales software applications for over 25 years. WinFlex, offers a Single Entry, Multi-Carrier Interface (SEMCI) for leading insurance carriers. Their Vital products – VitalTerm, VitalUL, VitalLTC, VitalAnnuity and VitalSigns – compare rates and product information and additionally report on carrier financial health. They are available online through the VitalSales Suite web portal, which offers agent sales tools in one convenient, branded place. EbixLife's growing client list currently has over 35 major life insurance companies and hundreds of brokerage agencies and independent marketing organizations. The company also provides services through VitalTicket to improve the new business and sales workflo.

Product: SmartLink for Quik! Forms (Datasheet)
Company: Efficient Technology Inc.
Website: www.QUIKforms.com

Quik! is an enterprise forms automation solution from Efficient Technology, Inc. Quik! offers a suite of products that work together to make it easier to manage and process forms.

SmartLink for Quick!Forms eliminates redundant data entry by leveraging your SmartOffice database to automate the form-filling process, saving you valuable time. Forms can be pre-populated with existing data via the web and/or the desktop, and submitted online while printing them out to obtain a signature.

All Quik! products use the same forms and flexible architecture that allows virtually any form to be populated by SmartOffice, saving up to 75% of the time spent finding, managing, and completing forms.

Product: SmartLink for Financial Profiles (Datasheet)
Company: Financial Profiles, Inc
Website: www.profiles.com

Financial Profiles offers the financial services industry comprehensive financial planning and advice software, consulting, training and support services. The company began in 1969 and today works with many nationally recognized financial services organizations.

SmartLink for Financial Profiles combines the power of both solutions, eliminates redundant data entry, and provides consolidated views of key contact activity and related business information, along with detailed analysis and summaries, all in an easy-to-use format.

Product: SmartLink for Intellisys
Company: Intellisys
Website: www.gointellisys.com

SmartOffice integration with Intellisys provides a high-speed method of transferring life insurance application documents between the agencies that sell the policies and the insurance carriers that issue the policies.

Intellisys works with NAILBA and Accord imaging standards.

Product: SmartLink for Laser App (Datasheet)
Company: Laser App Software
Website: www.laserapp.com

Laser App Software is the financial industry standard in form filling software. Laser App combines state of the art form filling technology with a current library of industry related forms. These forms are programmed with business logic and maintained by Laser App, so reps can focus on selling, rather than completing paperwork.

SmartLink for LaserApp pulls client data directly from your SmartOffice database and automatically enters the right information into the associated fields in the financial forms you use every day. Laser App uses your broker, rep, and client data to assist you in filling out the tedious and redundant fields in securities, annuity, clearing firm, and broker/dealer forms.

Product: SmartLink for MessageVision (Datasheet)
Company: MessageVision
Website: www.messagevision.com

MessageVision is a leading provider of solutions for automating, managing and delivering business-critical information by harnessing the power of fax, Web, e-mail, and emerging communications technologies. Integrated with E-Z Data solutions, MessageVision Fax Service delivers high-efficiency inbound and outbound document distribution directly from the SmartOffice desktop. Set-up and registration is easily accomplished directly through the SmartOffice Fax Job Agent, with individual access secured via unique user ID and password.

MessageVision Service is ideally suited to meet the high volume fax distribution needs at the desktop and enterprise-wide. Its state-of-the-art service infrastructure provides individual users and business enterprises the superior availability, reliability, scalability, and security that today’s business operations demand. Delivered 24 X 7 via Internet connection, MessageVision Service eliminates the need for phone lines, infrastructure investment and support costs.
 

Product: SmartLink for Paperclip
Company: PaperClip
Website: www.paperclip.com

The combination of PaperClip32 and SmartOffice® SmartPendingCase provides a seamless interface that streamlines workflows for both case managers and agency personnel.

PaperClip's advanced imaging software supports the document management process, helping accelerate traditionally paper-intensive business processes and create a virtually paperless environment. By integrating this valuable functionality with the SmartOffice application, PaperClip Software and E-Z Data provide users with the combined benefits of the two applications – all from within the SmartOffice interface.