Ebix CRM
CRM Solutions for Insurance and Financial Services
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Ebix CRM’s (formerly E-Z Data)
web-based SmartOffice software is the financial services solution for CRM, practice and agency management. Proven by more than a 125,000 advisors, SmartOffice helps financial services professionals:
Deliver high-touch service – without additional staff
Generate referrals & ensure client retention
Systematize proactive, personal communication with your clients
Keep your clients on track
and on plan
Investment Advisors
Insurance Agents

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