Ebix CRM
CRM Solutions for Insurance and Financial Services
Canada   Contact Us

Insurance Agent CRM Software

Feature Spotlights
for Insurance Agents

[Click here to download the brochure]

Attend a live demonstration
Date Time Presenter  
06.29.2016 11:00am PST Chris Lara


07.06.2016 11:00am PST Chris Solorzano


Key SmartOffice Features
This SmartOffice CRM solution is designed to address the very specific needs of insurance agents.

Insurance Agency Software Marketing & Sales: Identify and act upon opportunities with new and existing clients
Insurance Agency Software Customer Service: Deliver consistent value to retain happy clients and generate referrals
Insurance Agency Software Policy Tracking: Manage all types of policies, including share balances for variable life policies
Insurance Agency Software Reporting: Provide your clients with consolidated financial reports
Insurance Agency Software Compliance: Maintain comprehensive client journals that include e-mail communication, document history, and all relevant attachments
Insurance Agency Software Business Organization: Transform your entire business into a manageable, shareable frameworks

SmartOffice insurance CRM software can help you take your practice to the next level by providing the tools you need to attract and retain high net worth, high revenue clients by meeting or exceeding their service expectations.

Packed with ways to help you save time and manage every aspect of your client relationships, our web-based SmartOffice solution requires no software installation and gives you immediate access to the information you need — anytime, anywhere — 24/7.
Contact Details
Contact Details
Policy Tracking
Policy Tracking
Investment Tracking
Investment Tracking
Sample Dashboard - Cross Marketing
Sample Dashboard
Cross Marketing
Sample Dashboard - Marketing Segmentation
Sample Dashboard
Marketing Segmentation
PDF Sample Report
Sample Report

Request Information


Copyright 2012 Ebix, Inc. Terms of Use Privacy Policy Sitemap Send us Feedback