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Product is a SaaS solution and requires no additional hardware for installation.
Vendor designed SmartOffice for MGAs, AGAs, PPGAs, insurance carriers, banks and credit unions of various sizes.
Contact vendor directly for case studies.
SmartOffice Enterprise Solution is CRM software designed to support independent agents and agencies, and facilitates contact management, agency management, wholesaling and management reporting processes. The platform is highly scalable, provides users with data security settings, and is customizable in order to support organizations of all sizes.
The software integrates with the user’s existing business processes, and offers multiple expandable features including client and account tracking, sales opportunity management, activity tracking and history records, and lead tracking tools. Additionally, the platform is equipped with a calendar and time tracking tool, integrates with Outlook and Lotus Notes, and is built with marketing profiling and list management functionalities.
Ebix CRM was founded in 1976 and is headquartered in Johns Creek, Georgia.