Ebix CRM Partners - Delivering the Power of Integration

Delivering the Power of Integration

Ebix solutions are designed to easily integrate with other leading software applications and data providers to deliver a best-of-breed solution that addresses your specialized needs – regardless of the role you play in financial services. From investment and pending case data downloads to insurance forms to valuable third-party software, Ebix offers dozens of pre-built integrations to choose from. Click below for more information.

All Partners


ActiFi

www.actifi.com

ActiFi helps financial advisors and institutions that serve advisors build highly successful busine

Advicent (Financial Profiles+)

www.advicentsolutions.com

[click here for datasheet]

Export client data from SmartOffice to the Financial Profiles+ financial planning software.

AdvisoryWorld

www.advisoryworld.com

Export investment account and position data from SmartOffice to the AdvisoryWorld portfolio and inv

AIG

www.americangeneral.com

Automatic import of pending case and commission data for agencies and advisors.

Albridge

www.albridge.com

[click here for datasheet]

Automatic import of account and position data for advisors.

AllState (Life & Annuity)

www.allstate.com

Automatic import of pending case and commission data for agencies and advisors.

American National

www.anico.com

Automatic import of pending case data for agencies and advisors.

AnnuityNet

www.ebix.com/annuitynet.aspx

Electronic annuity application submission.

APPS

www.appslive.com

Electronically request paramedical service from SmartOffice cases.

APS Workflow

www.apsworkflow.com

Electronically request paramedical service from SmartOffice cases.

Aqumulate

www.aqumulate.com

[click here for datasheet]

Automatic import of security, price, account and position data for advisors.

Athene

www.athene.com

Automatic import of pending case, commission and inforce policy data for agencies and advisors.

AXA/MONY

www.axa-equitable.com

Automatic import of pending case data for agencies and advisors.

Banner (Legal & General)

www.legalandgeneral.com

Automatic import of pending case data for agencies and advisors.

BlackBerry

www.blackberry.com

[click here for datasheet]

Real-time integration between SmartOffice contact information and the BlackBerry address book and c

Broadridge / Investigo

www.broadridge.com

[click here for datasheet]

Automatic import of account and position data for advisors.

Charles Schwab

www.advisorservices.schwab.com

[click here for datasheet]

Automatic import of account, position and transaction data for advisors.

Constant Contact

www.constantcontact.com

[click here for datasheet]

Drip marketing management service that can import your SmartOffice contacts into Constant Contact

Copytalk

www.copytalk.com

Voice dictation service that creates SmartOffice alerts from your messages.

DAZL

www.dazl.com

[click here for datasheet]

Import of account and position data for advisors.

Docupace

www.docupace.com

[click here for datasheet]

Document management service that can be launched directly from SmartOffice contacts and investment

DST Fanmail

www.dstfanmail.com

[click here for datasheet]

Automatic import of account, position and transaction data for advisors.

e-Relationship

www.e-relationship.com

Drip marketing management service that can import your SmartOffice contacts into e-Relationship cam

EMSI

www.emsinet.com

Electronically request paramedical service from SmartOffice cases.

etfile

www.etfile.com

Document management service that can be launched directly from SmartOffice contacts and cases.

ExamOne

www.examone.com

1) Electronically request paramedical service from SmartOffice cases. 2) Intelisys: Document manage

ExamOne

www.examone.com

1) Electronically request paramedical service from SmartOffice cases. 2) Intelisys: Document manage

Express Imaging

www.expressimagingservices.com

Electronically request paramedical service from SmartOffice cases.

Fidelity / National Financial

https://www.fidelity.com/

Import of account, position and transaction data for advisors.

Financial Computer

www.financialcomputer.com

Financial Computer Services is a U.S. based IT company that provides trustworthy and knowledgeable

FOLIOfn

www.folioinstitutional.com

Automatic import of account, position and transaction data for advisors.

Genworth (Life & LTC)

www.genworth.com

Automatic import of pending case and commission data for agencies and advisors.

InforcePRO

InforcePRO

pages.inforcepro.com/Ebix.html

InforcePRO features an easy-to-use workflow designed to help users organize and manage in-force policy blocks for maximum sales effectiveness, client service and compliance.

ING

www.ing.us

Automatic import of pending case and inforce policy data for agencies and advisors.

iPad

www.apple.com

[click here for datasheet]

Get direct access to SmartOffice contact and calendar data using iSmartOffice, a native iPad applic

iPhone

www.apple.com

[click here for datasheet]

Get direct access to SmartOffice contact and calendar data on iPhone.

John Hancock

www.johnhancock.com

[click here for datasheet]

Automatic import of pending case and inforce policy data for agencies and advisors.

LaserApp

www.laserapp.com

[click here for datasheet]

Fill out Laser App forms automatically using SmartOffice contact data.

Laserfiche

www.laserfiche.com

Document management service that can be launched directly from SmartOffice contacts.

LifeSpeed

www.ebix.com/lifespeed.aspx

Electronic life application submission.

Lincoln Benefit Life

www.allstate.com

Lincoln Benefit Life is now part of AllState.

Lincoln Financial (Life & Annuity)

www.lfg.com Automatic import of pending case data for agencies and advisors.

Automatic import of account and position data for advisors.

LPL Branchnet

www.joinlpl.com

Import of account, position and transaction data for advisors.

Marketing Library

www.marketinglibrary.net

Purchase compliance-approved correspondence materials and import directly into SmartOffice as lette

MetLife

www.metlife.com

Automatic import of pending case and inforce policy data for agencies and advisors.

Mobile Assistant

www.mobileassistant.us

[click here for datasheet]

Voice dictation service that creates contact SmartPad notes from your messages.

MoneyGuidePro

www.moneyguidepro.com

[click here for datasheet]

Export client data from SmartOffice to the MoneyGuidePro financial planning software.

MorningStar

www.morningstar.com

Export investment account and position data from SmartOffice to Morningstar Advisor Workstation and

Mutual of Omaha

www.mutualofomaha.com

1) Automatic import of pending case and commission data for agencies and advisors. 2) Automatic imp

Mutual of Omaha

www.mutualofomaha.com

1) Automatic import of pending case and commission data for agencies and advisors. 2) Automatic imp

Nationwide

www.nationwide.com

North American (Life & Annuity)

www.nacolah.com

Orion Advisor Services

https://www.orionadvisor.com/

Orion helps financial advisors enjoy their business again with a suite of technology and service ... Portfolio Management, Accounting & Performance Reports.

Pacific Life

www.pacificlife.com

Automatic import of pending case and inforce policy data for agencies and advisors.

Paperclip

www.paperclip.com

Document management service that can be launched directly from SmartOffice contacts and cases.

Pershing

www.pershing.com

[click here for datasheet]

Automatic import of account, position and transaction data for advisors.

Portamedic

www.portamedic.com

Electronically request paramedical service from SmartOffice cases.

Portfolio Pathway

https://www.portfoliopathway.com/

Portfolio Pathway provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution.

PreciseFP

www.precisefp.com

Synchronize SmartOffce contact data with PreciseFP's online client questionnaire application.

Principal

www.principal.com

Import of inforce policy data for advisors

Protective

www.protective.com

Automatic import of pending case and commission data for agencies and advisors.

Prudential

www.prudential.com

1) Automatic import of pending case and commission data for agencies and advisors. 2) Automatic imp

Prudential

www.prudential.com

1) Automatic import of pending case and commission data for agencies and advisors. 2) Automatic imp

QuickForms

www.quikforms.com

[click here for datasheet]

Export SmartOffice contacts into Quik! Forms form-filling software to create interactive and secure

Raymond James

www.raymondjames.com

Import of account, position and transaction data for advisors.

RightBridge

www.capitalrock.com

[click here for datasheet]

Synchronize SmartOffice contacts with CapitalRock's RightBridge needs analysis and opportunity sugg

RSA Medical

www.rsamedical.com

Electronically request paramedical service from SmartOffice cases

Rydex

www.guggenheiminvestments.com/advisor

Import of account, position and transaction data for advisors.

SBLI

www.sbli.com

Automatic import of pending case data for agencies and advisors.

Securian

www.securian.com

Automatic import of pending case data for agencies and advisors.

Securities America

www.securitiesamerica.com

Automatic import of account and position data for advisors.

SEI

www.seic.com

Import of account, position and transaction data for advisors.

Sterne Agee

www.sterneagee.com

Automatic import of account, position and transaction data for advisors.

Sun Life

www.sunlife.com

Automatic import of pending case data for agencies and advisors.

Superior Mobile Medics

www.superiormobilemedics.com

Electronically request paramedical service from SmartOffice cases.

SureLC

www.surancebay.com

Two-way synchronization of producer demographic, license and appointment data between SmartOffice a

TD Ameritrade

www.tdameritrade.com

[click here for datasheet]

Automatic import of account, position and transaction data for advisors.

Transamerica

www.transamerica.com

Automatic import of pending case data for agencies and advisors.

Trust Company of America

www.trustamerica.com

Import of account, position and transaction data for advisors.

VitalForms

www.ebixlife.com/forms/default.aspx

Life underwriting forms retrieval.

VitalSales Suite

www.ebix.com/VitalSalesSuite.aspx

Life insurance quote comparisons.

Walnut Street Securities

www.walnutstreet.com

Import of account, position and transaction data for advisors.

West Coast Life

www.protective.com

See Protective Life.

William Penn

www.legalandgeneral.com

See Banner (Legal & General).

WinFlex

www.ebix.com/winflex.aspx

Life insuranction illusatration.

Zurich Life

www.zurich.com

Automatic import of pending case data for agencies and advisors.

Service Providers


APPS

www.appslive.com

Electronically request paramedical service from SmartOffice cases.

APS Workflow

www.apsworkflow.com

Electronically request paramedical service from SmartOffice cases.

EMSI

www.emsinet.com

Electronically request paramedical service from SmartOffice cases.

ExamOne

www.examone.com

1) Electronically request paramedical service from SmartOffice cases. 2) Intelisys: Document manage

Express Imaging

www.expressimagingservices.com

Electronically request paramedical service from SmartOffice cases.

Portamedic

www.portamedic.com

Electronically request paramedical service from SmartOffice cases.

RSA Medical

www.rsamedical.com

Electronically request paramedical service from SmartOffice cases

Superior Mobile Medics

www.superiormobilemedics.com

Electronically request paramedical service from SmartOffice cases.

Investment Data


Albridge

www.albridge.com

[click here for datasheet]

Automatic import of account and position data for advisors.

Aqumulate

www.aqumulate.com

[click here for datasheet]

Automatic import of security, price, account and position data for advisors.

Broadridge / Investigo

www.broadridge.com

[click here for datasheet]

Automatic import of account and position data for advisors.

Charles Schwab

www.advisorservices.schwab.com

[click here for datasheet]

Automatic import of account, position and transaction data for advisors.

DAZL

www.dazl.com

[click here for datasheet]

Import of account and position data for advisors.

DST Fanmail

www.dstfanmail.com

[click here for datasheet]

Automatic import of account, position and transaction data for advisors.

Fidelity / National Financial

https://www.fidelity.com/

Import of account, position and transaction data for advisors.

FOLIOfn

www.folioinstitutional.com

Automatic import of account, position and transaction data for advisors.

LPL Branchnet

www.joinlpl.com

Import of account, position and transaction data for advisors.

Pershing

www.pershing.com

[click here for datasheet]

Automatic import of account, position and transaction data for advisors.

Raymond James

www.raymondjames.com

Import of account, position and transaction data for advisors.

Rydex

www.guggenheiminvestments.com/advisor

Import of account, position and transaction data for advisors.

Securities America

www.securitiesamerica.com

Automatic import of account and position data for advisors.

SEI

www.seic.com

Import of account, position and transaction data for advisors.

Sterne Agee

www.sterneagee.com

Automatic import of account, position and transaction data for advisors.

TD Ameritrade

www.tdameritrade.com

[click here for datasheet]

Automatic import of account, position and transaction data for advisors.

Trust Company of America

www.trustamerica.com

Import of account, position and transaction data for advisors.

Walnut Street Securities

www.walnutstreet.com

Import of account, position and transaction data for advisors.

Insurance Data


AIG

www.americangeneral.com

Automatic import of pending case and commission data for agencies and advisors.

AllState (Life & Annuity)

www.allstate.com

Automatic import of pending case and commission data for agencies and advisors.

American National

www.anico.com

Automatic import of pending case data for agencies and advisors.

AnnuityNet

www.ebix.com/annuitynet.aspx

Electronic annuity application submission.

Athene

www.athene.com

Automatic import of pending case, commission and inforce policy data for agencies and advisors.

AXA/MONY

www.axa-equitable.com

Automatic import of pending case data for agencies and advisors.

Banner (Legal & General)

www.legalandgeneral.com

Automatic import of pending case data for agencies and advisors.

Genworth (Life & LTC)

www.genworth.com

Automatic import of pending case and commission data for agencies and advisors.

InforcePRO

pages.inforcepro.com/Ebix.html

InforcePRO features an easy-to-use workflow designed to help users organize and manage in-force policy blocks for maximum sales effectiveness, client service and compliance.

ING

www.ing.us

Automatic import of pending case and inforce policy data for agencies and advisors.

John Hancock

www.johnhancock.com

[click here for datasheet]

Automatic import of pending case and inforce policy data for agencies and advisors.

LifeSpeed

www.ebix.com/lifespeed.aspx

Electronic life application submission.

Lincoln Benefit Life

www.allstate.com

Lincoln Benefit Life is now part of AllState.

Lincoln Financial (Life & Annuity)

www.lfg.com Automatic import of pending case data for agencies and advisors.

Automatic import of account and position data for advisors.

MetLife

www.metlife.com

Automatic import of pending case and inforce policy data for agencies and advisors.

Mutual of Omaha

www.mutualofomaha.com

1) Automatic import of pending case and commission data for agencies and advisors. 2) Automatic imp

Nationwide

www.nationwide.com

North American (Life & Annuity)

www.nacolah.com

Pacific Life

www.pacificlife.com

Automatic import of pending case and inforce policy data for agencies and advisors.

Principal

www.principal.com

Import of inforce policy data for advisors

Protective

www.protective.com

Automatic import of pending case and commission data for agencies and advisors.

Prudential

www.prudential.com

1) Automatic import of pending case and commission data for agencies and advisors. 2) Automatic imp

SBLI

www.sbli.com

Automatic import of pending case data for agencies and advisors.

Securian

www.securian.com

Automatic import of pending case data for agencies and advisors.

Sun Life

www.sunlife.com

Automatic import of pending case data for agencies and advisors.

Transamerica

www.transamerica.com

Automatic import of pending case data for agencies and advisors.

VitalSales Suite

www.ebix.com/VitalSalesSuite.aspx

Life insurance quote comparisons.

West Coast Life

www.protective.com

See Protective Life.

William Penn

www.legalandgeneral.com

See Banner (Legal & General).

WinFlex

www.ebix.com/winflex.aspx

Life insuranction illusatration.

Zurich Life

www.zurich.com

Automatic import of pending case data for agencies and advisors.

Financial Planning / Analytics


Advicent (Financial Profiles+)

www.advicentsolutions.com

[click here for datasheet]

Export client data from SmartOffice to the Financial Profiles+ financial planning software.

AdvisoryWorld

www.advisoryworld.com

Export investment account and position data from SmartOffice to the AdvisoryWorld portfolio and inv

MoneyGuidePro

www.moneyguidepro.com

[click here for datasheet]

Export client data from SmartOffice to the MoneyGuidePro financial planning software.

MorningStar

www.morningstar.com

Export investment account and position data from SmartOffice to Morningstar Advisor Workstation and

Relationships / Marketing


Constant Contact

www.constantcontact.com

[click here for datasheet]

Drip marketing management service that can import your SmartOffice contacts into Constant Contact

e-Relationship

www.e-relationship.com

Drip marketing management service that can import your SmartOffice contacts into e-Relationship cam

Marketing Library

www.marketinglibrary.net

Purchase compliance-approved correspondence materials and import directly into SmartOffice as lette

PreciseFP

www.precisefp.com

Synchronize SmartOffce contact data with PreciseFP's online client questionnaire application.

RightBridge

www.capitalrock.com

[click here for datasheet]

Synchronize SmartOffice contacts with CapitalRock's RightBridge needs analysis and opportunity sugg

Forms


LaserApp

www.laserapp.com

[click here for datasheet]

Fill out Laser App forms automatically using SmartOffice contact data.

QuickForms

www.quikforms.com

[click here for datasheet]

Export SmartOffice contacts into Quik! Forms form-filling software to create interactive and secure

VitalForms

www.ebixlife.com/forms/default.aspx

Life underwriting forms retrieval.

Mobile Solutions


BlackBerry

www.blackberry.com

[click here for datasheet]

Real-time integration between SmartOffice contact information and the BlackBerry address book and c

Copytalk

www.copytalk.com

Voice dictation service that creates SmartOffice alerts from your messages.

iPad

www.apple.com

[click here for datasheet]

Get direct access to SmartOffice contact and calendar data using iSmartOffice, a native iPad applic

iPhone

www.apple.com

[click here for datasheet]

Get direct access to SmartOffice contact and calendar data on iPhone.

Mobile Assistant

www.mobileassistant.us

[click here for datasheet]

Voice dictation service that creates contact SmartPad notes from your messages.

License & Appointments


Mutual of Omaha

www.mutualofomaha.com

1) Automatic import of pending case and commission data for agencies and advisors. 2) Automatic imp

Prudential

www.prudential.com

1) Automatic import of pending case and commission data for agencies and advisors. 2) Automatic imp

SureLC

www.surancebay.com

Two-way synchronization of producer demographic, license and appointment data between SmartOffice a

Document Management


Docupace

www.docupace.com

[click here for datasheet]

Document management service that can be launched directly from SmartOffice contacts and investment

etfile

www.etfile.com

Document management service that can be launched directly from SmartOffice contacts and cases.

ExamOne

www.examone.com

1) Electronically request paramedical service from SmartOffice cases. 2) Intelisys: Document manage

Laserfiche

www.laserfiche.com

Document management service that can be launched directly from SmartOffice contacts.

Paperclip

www.paperclip.com

Document management service that can be launched directly from SmartOffice contacts and cases.

Consultants


ActiFi

www.actifi.com

ActiFi helps financial advisors and institutions that serve advisors build highly successful busine

Financial Computer

www.financialcomputer.com

Financial Computer Services is a U.S. based IT company that provides trustworthy and knowledgeable

Portfolio Management


Orion Advisor Services

https://www.orionadvisor.com/

Orion helps financial advisors enjoy their business again with a suite of technology and service ... Portfolio Management, Accounting & Performance Reports.

Portfolio Pathway

https://www.portfoliopathway.com/

Portfolio Pathway provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution.

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