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Ebix SmartOffice

Ebix SmartOffice

Overview

What is Ebix SmartOffice?

Ebix, headquartered in Johns Creek, offers SmartOffice, the company's practice and agency management solutions for financinal service providers and banking institutions, supporting these agencies with CRM features, supporting client engagement, note logging, financial document and data management, and related features.

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Recent Reviews

a great solution

8 out of 10
February 10, 2023
Incentivized
It's a great CRM solution for our business - Allows us to have access to client data and all my employees to stay on task and up to date …
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Pricing

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Single User Performance License

$70

Cloud
per month Single User

Advisor Bundle

$135

Cloud
per month Up to 2 user licenses

Producer Bundle

$275

Cloud
per month Up to 5 user licenses

Entry-level set up fee?

  • Setup fee optional

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $70 per month per user
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Product Demos

SmartOffice: A Quick Tour

YouTube
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Product Details

What is Ebix SmartOffice?

Practice Management for Agents and Advisors

SmartOffice is a cloud CRM solution designed to help insurance agents and financial advisors deliver client service and create trusted relationships. It is a modular platform designed to address a practice’s immediate needs while providing the flexibility to add features as the practice expands.

Core Features

  • Client Tracking used to manage clients’ personal and household data, send correspondence, maintain a history of all interactions, and sync that data across all devices.
  • Calendar Management provides tracking of completed activities and unfinished tasks/projects, calendar sync across all devices, and appointment scheduling.
  • Dynamic Reports deliver critical business intelligence, with dashboards covering everything from sales and revenue to client birthdays and policy renewal dates.
  • Document Storage lets the user upload important documents and access then from any device. Support for external services like Docupace and PaperClip are included.
  • Form Filling helps to quickly complete forms by pushing SmartOffice data to apps like Docupace and Laser App.
  • Microsoft Office/365 integration used to post e-mail to SmartOffice from Outlook, run SmartOffice reports from Excel, post OneNote notes to SmartOffice, and send SmartOffice correspondence from Word.
  • Data Security shields the practice from cyberattacks and helps it to comply with security regulations. Encryption, multi-factor authentication, and backups are included. Ebix’s security controls have been verified via an independent SOC 2 Type 2 audit.
  • SmartOffice Secure is an optional service that protects users devices from cyberattacks, enhancing SmartOffice’s security features.
  • Lead and Opportunity Tracking helps collect and distribute leads throughout a firm and build standardized sales processes to boost productivity and enforce best practices.
  • E-mail Marketing helps create compelling marketing campaigns that bring in new business. SmartOffice contact data can be pushed into apps like Constant Contact, FMeX, FMG Suite, and MarketingPro.

Investment Tracking

  • Investment Tracking helps manage client accounts and keep positions up to date using data from providers like Albridge, Aqumulate, Broadridge/Investigo, Charles Schwab, DAZL, DST, E*TRADE, Fidelity, LPL, Pershing, Raymond James, Rydex, Securities America, SEI, Sterne Agee, TD Ameritrade, and Walnut Street Securities.
  • Financial Planning and Analysis to export accounts and positions to popular planning and assessment apps like eMoney, MoneyGuidePro, and Riskalyze.

Insurance Tracking

  • Individual and Group Policy/Pending Case Tracking covers inforce and pending life, disability, medical, LTC, annuity, group, auto, homeowner, umbrella, and other policy types. Manages everything from underwriting to policy service, and sends automatic status updates through the DTCC or directly from major carriers.
  • Commission Tracking helps calculate expected commissions and reconcile projections with actual payments from carriers.

Compliance & Reporting

  • Automated Archiving of communications, notes, and other interactions between staff and clients not only helps to provide better client service—it also creates a complete audit trail. It works no matter what devices employees use.
  • Audit Reports provides tools to quickly extract and compile notes, documents, and correspondence into a report that’s ready to present to compliance officers and auditors.
  • Template Administration gives the home office control over the templates their advisors use for client outreach, marketing, and other activities.
  • Production Dashboard provides a consolidated view of production numbers for individual advisors, branch offices, or organizations in a clear, easy-to-understand format.
  • Standardize and automate sales processes, application/new-business workflows, and other critical activities, making operations faster and less vulnerable to human error.
  • Data Repository features allow users to centralize storage of critical data in one secure location and provide access to other applications through its integration hub.
  • Data Feeds from providers of insurance and investment data automatically keep users data up to date, eliminating the need for time-intensive manual updates.

Industry Expertise

  • Expert Consulting Services from Ebix's team of industry veterans help the customer to find the solution that meets any particular business needs. Unlike one-size-fits-all products, Ebix states they have been designing customized, more cost-effective systems for agencies and broker-dealers for decades.

Ebix SmartOffice Features

  • Supported: Microsoft® Exchange - Contact Email & Calendar Sync
  • Supported: Microsoft® Office Integration - Word/Outlook/ Excel
  • Supported: Contact Management
  • Supported: Calendar and Time Management
  • Supported: Comprehensive Notes and History
  • Supported: Document/File Storage
  • Supported: Mass Communication
  • Supported: Mobile (SmartOffice Anywhere)
  • Supported: Insurance Tracking
  • Supported: Group Insurance Tracking
  • Supported: Investment Tracking
  • Supported: Investment Downloads
  • Supported: Dynamic Report Creation
  • Supported: Letter/Email Template Administration
  • Supported: Sales/Workflow/Process Tracking
  • Supported: Agent Commission Tracking
  • Supported: Lead Tracking and Distribution
  • Supported: Event Management

Ebix SmartOffice Video

SmartOffice Quick Tour

Ebix SmartOffice Integrations

Ebix SmartOffice Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported CountriesUnited States, Canada, India, Japan, Australia, Singapore
Supported LanguagesEnglish, French

Frequently Asked Questions

Ebix, headquartered in Johns Creek, offers SmartOffice, the company's practice and agency management solutions for financinal service providers and banking institutions, supporting these agencies with CRM features, supporting client engagement, note logging, financial document and data management, and related features.

Ebix SmartOffice starts at $70.

Salesforce Financial Services Cloud, Redtail CRM, and Wealthbox CRM are common alternatives for Ebix SmartOffice.

The most common users of Ebix SmartOffice are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(9)

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
February 10, 2023

a great solution

Score 8 out of 10
Vetted Review
Verified User
Incentivized
It's a great CRM solution for our business - Allows us to have access to client data and all my employees to stay on task and up to date on our client's situations. We use it for daily tasks, notes and appointments. It allows all of my employees to be on the same page, which is important!
  • organized
  • user friendly
  • effective
  • helpful
  • transparent
  • More user-friendly mobile app.
  • Easier connection to Outlook's calendar.
  • An easier way to track referrals.
Great if you're looking for a helpful and interactive CRM. It will allow you to stay on task and make important notes for your clients and their accounts. It allows your whole team to work together effectively and easily. There is obviously some room for improvement but overall we have no complaints and will continue to use this program!
  • notes
  • calendar
  • tasks
  • organization
  • productivity
  • effeciency
Score 7 out of 10
Vetted Review
Verified User
Incentivized
we use it to onboard new clients and to maintain their financial profile. Ebix Smart Office is compatible with our trading and account opening platform. We also use it to track activity related to account opening and supervisory oversight. On average we use the product for at least an hour or more per day.
  • Allows all of my customer data to be aggregated
  • Provides for nearly seamless account opening
  • It is a good software package for correspondence and activity tracking
  • The interface could be more user friendly
  • Some of its functionality is hard to use and/or hard to find
  • There are alot of field that we do not use that do not appear to be able to be deleted
  • It can sometimes be difficult to add new functionality
It is excellent for account opening, document aggregation and storage, tracking and correspondence. It is lacking in its interface and is often not intuitive or user friendly. I have had difficulty running specialized reports in the past and have had to call customer service for issues that should be easy to solve on one's own. There sometimes be a tremendous delay when interfacing with other programs like Microsoft Word.
  • We are all using the same system
  • Everyone is required to be correspond in a uniform matter with SO
  • We have been using it for so long there is great familiarity with key processes
  • For the money, it is a well priced CRM
  • The best thing I can say is that it has not had a significant negative effect on business
  • The familiarity with the product by all employees lends itself well to continuity and cuts down on errors.
While we have considered making a change we did not see the merit in considering any other companies. Additionally, the pricing is so attractive it is hard for other companies to compete for our business. At no point in the last 10 years have we seriously considered making a change.
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