Ebix CRM began developing solutions to support advisors in the Financial Services more than 25 years ago. Ebix CRM’s 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 and CRM to include customer service and policy and investment tracking - all from a financial services industry perspective.
Ebix CRM’s flagship product, SmartOffice, is in use by many of
the top 20 Fortune 500® Life companies and more than 125,000 professionals worldwide, and is now considered the industry standard for practice management, agency management, and enterprise CRM.
SmartLink for eMoney, an add-on to Ebix CRM’s SmartOffice®, streamlines the process of creating financial plans for each client by auto filling all of the required client information — from simple names and addresses to the most current investment and policy data. Using the eMoney button right on the SmartOffice desktop,
you can seamlessly move between the two applications and
share data to eliminate redundant data entry, reduce errors,
and save you valuable time.
Learn More or call 800-777-9188.