Ebix CRM
CRM Solutions for Insurance and Financial Services
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Customer Support
Enterprise Support Services

We go above and beyond
Ebix CRM Enterprise Support Services deliver the most value to insurance and financial services customers. Features include:

Product Support

Knowledge Center
Check our online knowledgebase for comprehensive, quick solutions. From techniques for customizing your application, to methods of integrating other solutions, to step-by-step instructions for getting the most from certain features, we keep the knowledgebase full of useful content.

Software Updates
Our support agreement includes access to future releases of your software solution, including the latest technologies, new features, technical fixes, and many data source interfaces.

Telephone Support
Unlike many software providers, Ebix CRM offers unlimited access to our experienced, knowledgeable support staff. Our team has been serving the financial services marketplace for more than a dozen years. They speak your language, understand your business challenges, and have the skills and experience to quickly and effectively address your support needs.

E-mail and Fax Support
For support issues that don't require immediate attention, Ebix CRM offers both e-mail and fax options. Simply send us information describing your problem, and our support team will forward the resources you need to solve it. If phone follow-up is required, we will schedule a time that is convenient for you.

Customer Service

Customer Extranet
We have combined all our online resources into a one-stop shop for existing clients. Access the knowledgebase, view our events calendar, and get the latest issue of the client newsletter. It's all there, ready to use.

Client Partner Conference
Held once per year, the Client Partner Conference provides many benefits for enterprise customers. Receive first-hand knowledge of how other companies are leveraging SmartOffice and CDS to help drive their success, network with your peers, and learn new ways to get the most from your Ebix CRM solution.

Client Advisory Committee
The Client Advisory Committee is an organization of enterprise customer representatives that provides a forum for objective discussion and client-to-client networking regarding all aspects of Ebix CRM's solutions; including best practices, products, services, technology, and communication. Members are representatives of Ebix CRM's corporate user community that have an active solution support agreement with Ebix CRM.

In-Form Client Newsletter
As a way to ensure that you are kept up-to-date on recent company and product news, In-Form is sent out periodically to our corporate clients. From press releases, to product release updates, to new client profiles, In-Form is your source for the latest Ebix CRM news.

Request Information
For more information about Ebix CRM's corporate support solutions, please Contact Us and tell us more about your company and your needs.

Additional Resources
Select an Online Training and Support Center
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