Optimize your configuration settings. Developed by Ebix Australias leading insurance software provider SmartOffice is a CRM that specifically meets the sales and marketing needs of insurance professionals.
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A full-featured office suite SmartOffice enables users to view edit create Office PDF docs on any AndroidiOS device.
Ebix smart office. With the help of Capterra learn about SmartOffice its features pricing information popular comparisons to other Customer Relationship Management products and more. Follow us on Twitter. From sales to underwriting to compensation SmartOffice helps your producers and staff live up to their potential while allowing you to easily measure your agencys financial health.
Consider the security landscape that firms face today. Still not sure about SmartOffice. In SmartOffice access the User Rights content link for the users account Setup User Accounts.
Download the Microsoft Plugin Update. Ebix is the software provider for the insurance industry. EBIX provides end-to-end solutions ranging from infrastructure exchanges carrier systems agency systems and risk compliance solutions to custom software development for all entities involved in the insurance industry.
Check out alternatives and read real reviews from real users. For over 20 years SmartOffice has been the CRM solution for insurance businesses right around the world. In the Licenses column select Riskalyze in the Integration section.
SmartOffice CRM couples cutting edge cloud based contact management features with investment policy tracking and integrations with the industrys leading. The application is highly modular and can be configured to meet the needs of just about any business. Ebix SmartOffice is the first technology provider to address this critical issue for firms like yours.
When the security dialog box opens click Install. Work offline on local files or connect to your cloud accounts access important docs on-the-go. Your mobile workforce will benefit from increased productivity without sacrificing confidentiality and document security.
If your browser displays a download prompt for the EbixSmartOfficeapplication file download the file and open it. Designed for Insurance Agents who need to strengthen client relationships and manage and track insurance policies to help build and maintain a profitable practice. Forgot your password.
How SmartOffice Secure Helps You. SmartOffice for Enterprise offers advanced tools to boost remote productivity including PDF redactions PDF form filling PDF digital signatures and track changes for Word documents. The simple editing functions powerful PDF annotation features intuitive UI small download size make SmartOffice the perfect.
A leading international supplier of On-Demand software and E-commerce services to the insurance financial and healthcare industries Ebix Inc NASDAQ. Toggle Side Navigation Toggle Top Navigation. SmartOffice is a complete agency management system AMS and customer relationship management CRM solution that keeps all of your agencys operations in perfect sync.
The SmartOffice Solution In use by industry leaders for more than two decades Ebixs 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. Select Menu Save. Clear your temporary internet files.
The main plug-in installer will begin downloading. Ebix knows the insurance industry like no other software company. SmartOffice is a flexible CRM scaling as your company scales.
Ebix SmartOffice In use by industry leaders for more than two decades SmartOffice solution for CRM 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. Use SmartOffice on practically any device no matter where your business takes you. A SmartOffice user with administrator rights must enable the Riskalyze license for each SmartOffice user who will use the integration.
Your firms data is everywhere you are. SmartOffice has the power necessary to serve as the backbone of your practice. SmartOffice the customer relationship management CRM solution from Ebix was designed to help financial services professionals tackle those critical tasks.
SMARTOFFICE AGENCY MANAGEMENT SOLUTION. Financial and insurance technology. SmartOffice Pro sits seamlessly within any insurance business due to its integration with Ebix broking and life software as well as Microsoft Office.
Security and Disaster Recovery Commitments. Weve introduced comprehensive endpoint device security to our already robust data security feature set with a solution we call SmartOffice Secure. Once the download is complete click Run to start the installation.
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