Ebix CRM
CRM Solutions for Insurance and Financial Services
Canada   Contact Us


Ebix CRM’s (formerly E-Z Data)
web-based SmartOffice software is the financial services solution for CRM, practice and agency management. Proven by more than a 125,000 advisors, SmartOffice helps financial services professionals:
Deliver high-touch service – without additional staff
Generate referrals & ensure client retention
Systematize proactive, personal communication with your clients
Keep your clients on track
and on plan
Investment Advisors
Insurance Agents
Agencies
Enterprise

Copyright 2012 Ebix, Inc. Terms of Use Privacy Policy Sitemap Send us Feedback