Serving the financial services industry since 1986

Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

A strong and growing client base

More than 50 of the largest financial services companies rely on Ebix CRM solutions today, including:


  • Anshin Life
  • Guardian Life
  • Humana
  • MarketPOINT
  • Knights of Columbus
  • MetLife
  • New York Life
  • Prudential (USA)
  • Securian (Financial)
  • Sun Life Financial

Broker-Dealers, BGAs, and Banks:

  • AIG Broker
  • Dealers
  • CPS Insurance
  • HSBC
  • LifeMark Partners
  • M Financial
  • National Financial Partners
  • US Bancorp
  • VSR (endorsement)
  • Wachovia

[Click here] for a Client Success story

Over the years, our solutions have evolved greatly, helping the industry leverage new technologies to support considerable shifts in the business needs of our users. Ebix CRM solutions cover the full spectrum of financial services distribution – including insurance companies, general agents, banks, investment dealers, agents, and financial advisors.

In use by many of the top 20 Fortune 500® Life companies and more than 100,000 professionals worldwide, Ebix CRM solutions are now considered the industry standard for agency management, practice management, and enterprise CRM.

With management and support teams that offer unprecedented longevity in the business, highly proven solutions, and offices around the globe, Ebix CRM continues to strive toward our mission: delivering outstanding solutions that address the specialized needs of financial services professionals worldwide to help drive operational efficiencies, boost revenues, and support exceptional client service.

Expanding Your System

If you are interested in adding another user or module to your system, please contact Sales at
(800) 777-9188 or . They will be glad to assist you and help explain the different products we offer. test.

Other Changes to Your System

Should you need to make other changes to your system, you may e-mail the request to . These requests must come from the Registered User. To ensure timely and accurate processing, please include the name of the specific users to be removed. Please note that all changes must be written requests and can take up to 30 days to process. Upon completion, a confirmation email will be sent to the Registered User.

Changing the Registered User of your SmartOffice account

Typically the Registered User in your office is the person who owns the data in your SmartOffice database. To change the name of the registered user associated with your SmartOffice account please complete the form below and fax the signed copy to (866) 422-0259. You will also have to re-submit a Pre-Authorized Credit Card form (depending on your payment method) even if you will be using the same credit card.

Click here to download the Registered User/Data Ownership Change Request Form

Payment Information

To change the method of payment for your system, please complete one of the following applicable forms and fax it to (866) 422-0259:

- Pre-Authorized Checking (pdf)
- Pre-Authorized Credit Card (pdf)
- Pre-Authorized Credit Card - Canada (pdf)

General Billing Inquiries

For general billing inquiries (to request a copy of your most recent invoice, assistance completing the PACC Form, etc.) please email . For immediate assistance, you may call
(626) 585-3505 during our normal business hours which are Monday through Friday 8:00am to 4:00pm PST. The department is closed on most major holidays.

All future press releases can be accessed at the Ebix corporate website


Choosing CRM Sides
by Carrie Burns
Insurance Networking News
April 1, 2009

Tech Checklist for New Planners
by Amy Braunschweiger

Round the Table' Tips & Technology:
Client Management Tool
by Ari Horowitz, LUTCF, CLTC

‘Virtual Office News’ Guest Column
by Alan Giancaterino, E-Z Data
M Financial Group turns to SmartOffice for CRM
by Lauren Bell
Knights of Columbus Works with E-Z Data
to Roll Out SmartOffice Solution
by Susan J. Campbell

Creative Edge
Best Practices on Autopilot

by Steve Ambuul

AALU Quarterly - Summer
The World Wide Force Multiplier

by M. Shayne Ruffing, CLU, ChFC, AEP

Compliance Home
E-Z Data Receives ISO 27001 Certification

AALU Quarterly - Winter
The “Why” and “How” of Advisor Practice Management Automation
By Dale Okuno, CLU, RIA
CO-Founder/President & CEO
E-Z Data, Inc.
Life Member MDRT

Insurance Networking News
The New Face of CRM
"Along with 'dot-com,' another linguistic relic of the late 1990s is 'CRM.'"

Life Insurance Selling Newsletter
E-Z Data Expands DataXchange Online


Preferred Carrier Case File
"Read how Minnesota Life is using SmartOffice to become a preferred carrier."

National Underwriter
CRM Systems Help Analyze Workflow, Profile Customers
"Reprinted with permission from National Underwriter (Edition: Life & Health/Financial Services) [10/02]. Copyright© by The National Underwriter Company. All Rights reserved."