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Insurance Contact Management System

Client Data System (CDS), Ebix CRM’s Windows-based solution for practice management, has been helping top producers build client trust for more than two decades.

Official support for Client Data System ended on December 31, 2011.

In 2006, Ebix CRM, formerly E-Z Data, introduced an even more powerful solution, taking the most valuable functionality in CDS and adding to it the benefits of anywhere, anytime data access via the web, as well as integration and online downloads with the products and services you need to grow your business.

That solution is SmartOffice.

Today, more than 100,000 advisors use SmartOffice to deliver highly personalized, high-touch client service that makes a difference. Move to the web-based SmartOffice to take advantage of these valuable benefits:

  • 24/7 access to your data from anywhere
  • Extremely user friendly
  • Clean look and feel with intuitive navigation
  • Easy to use, integrated calendar
  • No need for synchronization or backups
  • Increased security and reliability
  • Valuable Dynamic Reports right on the home page
  • Photo placement for every contact (direct conversion from CDS 6.1)
  • Ability to search client records by note type
  • Reporting in both Crystal and PDF
  • Customizable home page portals
  • Extensive and growing list of available integrations
  • Extensive online library of training movies
  • Free online training webinars
  • Continually updated online help system
  • Simple ‘by history’ navigation to return to prior workflow
  • Industry standard account-based investments
  • Stronger pending case management features
  • Downloads from dozens of carriers
  • Choice of service provider integrations
  • Direct inforce policy feeds
  • Dedicated Ebix CRM customer care representative

Click here to learn why top advisors put their trust in SmartOffice.

 

 


"SmartOffice is a money making software package.
It will make your life easier, faster, and better by helping you promote new business, service and maintain your existing clients, and grow your practice."

Gary Schwartz
President, Madison Planning Group, Inc.
White Plains, NY


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