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Key SmartOffice Features

SmartOffice Premier Edition is a financial advisor software solution designed to address the very specific needs of growing advisory firms.

Investment Tracking: Easily track and manage client assets to help grow a profitable managed account business

  • Marketing & Sales: Identify and act upon opportunities with new and existing clients
  • Customer Service: Deliver consistent value to retain happy clients and generate referrals
  • Policy Tracking: Manage all types of policies, including share balances for variable life policies
  • Reporting: Provide your clients with consolidated financial reports
  • Compliance: Reduce the liability and exposure of your firm and control your sales processes and practices.
  • Business Value: Optimize the value of your firm by creating an organized, manageable, and collaborative framework for your business

Register for a BGA Webinar

This solution is designed to help BGAs manage new business, service clients, manage operations, and identify new markets.

  • Pending Case Management*: Increase the productivity of your staff with carrier downloads and automated new business processing* Click here to get the latest list of our pending case data providers.
  • Customer Management: Track people, households, companies, complex businesses and manage complex producer/agency hierarchies
  • Servicing: Build and maintain strong relationships by delivering proactive and timely agent communications
  • Reporting: Use comprehensive and flexible online reporting tools to review, analyze, and manage all aspects of your business
  • Sales/Marketing: Identify new markets, develop new producer relationships, and establish and close new sales opportunities to drive growth
  • Business Value: Optimize the value of your firm by creating an organized, manageable, and collaborative framework for your business


This solution is designed to address the very specific needs of independent agents and agencies.

SmartOffice Enterprise provides the proven scalability, data security, and customization capabilities required by even the largest financial services organizations. Available in a flexible, fully hosted web environment or on your own server, SmartOffice Enterprise delivers features to support every aspect of financial services distribution.

From contact and agency management to wholesaling and management reporting, SmartOffice integrates enterprise business processes to drive more profitable client relationships, reduce operational expenses, and grow revenues.

Software Built for the Way You Do Business
SmartOffice Enterprise Edition delivers the features, framework, training, and support you need to ensure the success of your CRM initiative – regardless of the size of your business. Trusted by today’s leading financial services organizations, SmartOffice offers a full range of valuable, industry-focused features and capabilities that deliver tangible, measurable results.

What is SmartOffice ?

Ebix’s SmartOffice is a web-based CRM and AMS solution for the insurance and financial services industry. Serving the financial services community since 1986 and in use by many of the top 20 Fortune 500® Life companies, SmartOffice is the technology choice for thousands of advisors worldwide.