Ebix CRM
CRM Solutions for Insurance and Financial Services
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EZ Data Customer Support
 
 
Official support for Client Data System ended on December 31, 2011. The support information below remains available as a courtesy to CDS users.
 
User guides are available in .PDF file format and can be viewed with Adobe Reader®. If you do not have Adobe Reader® installed on your computer, you can download it for free by clicking on the link in the Additional Resources section of this page. 
Base System
Microsoft® Outlook® Integration
Modules
Commission Tracking
E-Z Mobile
Laser App Integration
Mobile Merge
Policy and Pending Case Management
Profiles+ Integration
CDS 6 Australian Version
Vista Compatibility
Additional Resources
Flash Player is required to view Training Movies and Fast Classes.
User Guides and Printable versions of Fast Classes are available in .PDF format.

 

 

 

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