Ebix CRM
CRM Solutions for Insurance and Financial Services
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SmartOffice for Financial Advisors and Insurance Agents
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Insurance Technology

In use by industry leaders for more than two decades, Ebix CRM (formerly E-Z Data) solutions for practice, and agency management are trusted across the industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenues. Select the solution designed to meet your specific business needs:

 
Insurance Agency Software   SMARTOFFICE | PREMIER EDITION
Designed for Financial Advisors who need industry-specific practice management tools, investment data downloads, integration with other applications, manage multiple lines of business and service a large number of clients from anywhere, anytime.

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Insurance Agency Software   SMARTOFFICE | PROFESSIONAL EDITION
Designed for Insurance Agents who need to strengthen client relationships and manage and track insurance policies to help build and maintain a profitable practice.

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Insurance Agency Software   SMARTOFFICE | PREMIER EDITION
Designed for Brokerages/ General Agencies who need integrated management reporting, powerful case management, and complete marketing and sales tools to help streamline and manage the complexities of today’s brokerage business to reduce case processing time, identify new sales opportunities, and enhance client service.

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Insurance Agency Software   SMARTOFFICE | ENTERPRISE EDITION
Designed for Wholesalers, Insurance Carriers, Broker-Dealers, and Banks who need the proven scalability, data security, and customization capabilities required to support CRM initiatives within the corporate enterprise.

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Insurance Agency Software   CLIENT DATA SYSTEM (windows based)
Designed for Insurance Agents and Financial Advisors who prefer a Windows-based solution for practice and contact management.

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