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Ebix CRM SmartOffice Review

Product Snapshot


Ebix CRM SmartOffice is a SaaS solution and requires no additional hardware for installation.

Customer Focus

Ebix CRM designed SmartOffice for MGAs, AGAs, PPGAs, insurance carriers, banks and credit unions of various sizes.

Select Customers

Contact vendor directly for case studies.

About Ebix CRM SmartOffice

Ebix CRM SmartOfficeEbix CRM SmartOffice is a CRM and practice management solution that provides financial services companies with case management, advisor tracking, relationship management, marketing and sales tools. SmartOffice comes in a variety of solutions designed to meet specific business needs:

  • SmartOffice Premier Edition for financial advisors
  • SmartOffice Premier Edition for brokerages and general agencies
  • SmartOffice Professional Edition for insurance agents
  • SmartOffice Enterprise Edition for insurers, wholesalers, broker dealers and banks

About Ebix
Ebix CRM is a Canadian company that has grown into a leading international supplier of software and on-demand solutions for the insurance industry.

Ebix CRM SmartOffice Key Features

  • Delivers high-touch service without adding additional staff
  • Generates referrals and ensures client retention
  • Systematize proactive, personal communication with clients
  • Ability to keep clients on track and on plan

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