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
- Knights of Columbus
- New York Life
- Prudential (USA)
- Securian (Financial)
- Sun Life Financial
Broker-Dealers, BGAs, and Banks:
- AIG Broker
- CPS Insurance
- LifeMark Partners
- M Financial
- National Financial Partners
- US Bancorp
- VSR (endorsement)
[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 email@example.com . 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 firstname.lastname@example.org . 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
To change the method of payment for your system, please complete one of the following applicable forms and fax it to (866) 422-0259:
General Billing Inquiries
For general billing inquiries (to request a copy of your
most recent invoice, assistance completing the PACC
Form, etc.) please email
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
‘Virtual Office News’ Guest Column
by Alan Giancaterino, E-Z Data
M Financial Group turns to SmartOffice for CRM
by Lauren Bell
Best Practices on Autopilot
by Steve Ambuul
AALU Quarterly - Summer
The World Wide Force Multiplier
by M. Shayne Ruffing, CLU, ChFC, AEP
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.'"
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."
01.09.10Ebix CRM Receives ISO 27001 Certification
09.16.09Major Life Insurance Distributors Demonstrate Commitment to Growth at E-Z Data’s 2009 Client Partner Conference
04.01.09E-Z Data Announces its 2009 Sponsorship of Financial-Planning.com’s Software Technology Channel
03.17.09More than 50 Organizations Come Together to Explore E-Z Data’s 13th Annual Client Partner Conference
01.13.09Tokio Marine Nichido Anshin Life Selects SmartOffice CRM
01.01.09Rikei Provides Support to Tokio Marine & Nichido Life Insurance In Connection With Their Introduction of Insurance Sales Management System "SmartOffice."
11.10.08M Financial Group Moves to E-Z Data’s Hosted Version of SmartOffice, Transition Completed Ahead of Schedule
11.03.08The Knights of Columbus Takes Insurance Sales Online with SmartOffice CRM
09.15.08E-Z Data and Superior Mobile Medics Team Up
07.22.08SmartOffice 6 Brings Customized Workflows
to the Financial Advisor Desktop
05.16.08E-Z Data and EMSI Partner to Offer
Integrated Ordering of Underwriting Requirements
05.14.08E-Z Data Named Top Provider of Distribution Technology
03.11.08More than 35 Financial Services Organizations Attend
E-Z Data’s 12th Annual Client Partner Conference
01.21.08E-Z Data Receives ISO 27001 Certification
12.14.07E-Z Data Accepted into the IBM SOA Specialty
09.27.07Brokerage General Agencies Share Insights and Technology at E-Z Data’s 2007 Client Partner Conference for BGAs