In use by industry leaders for more than two decades, Ebix CRM (formerly E-Z Data) solutions for practice, and agency management are trusted across the industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenues. Select the solution designed to meet your specific business needs:

SMARTOFFICE | FINANCIAL ADVISOR SOLUTION

Designed for Financial Advisors who need industry-specific practice management tools, investment data downloads, integration with other applications, manage multiple lines of business and service a large number of clients from anywhere, anytime.


SMARTOFFICE | AGENCY MANAGEMENT SOLUTION

Designed for Insurance Agents who need to strengthen client relationships and manage and track insurance policies to help build and maintain a profitable practice.


SMARTOFFICE | ENTERPRISE SOLUTION

Designed for Wholesalers, Insurance Carriers, Broker-Dealers, and Banks who need the proven scalability, data security, and customization capabilities required to support CRM initiatives within the corporate enterprise.

backtotop2