The SmartOffice Solution

In use by industry leaders for more than two decades, Ebix’s SmartOffice 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. Click here to choose the solution designed to meet your specific business needs.

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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.