Ebix Testimonials

"There were many CRM options we could have gone with, but SmartOffice was the perfect choice for us. We have been using the SmartOffice system since 1988. With SmartOffice, when a client calls, not only do I have the client contact information, the key relations and the family members, I also have all the emails, their insurance policies, and the commission modules being used. With SmartOffice, I know what the client is actually in need of. I know the last conversations my staff members had with the client. I don't know of another system that offers that. SmartOffice integrates with my Outlook and it integrates with my other tools that I use. So the Ebix system allows me to really function simply. I am not a computer guru, so that makes a big difference. I love the idea of being able to use an integration of all the tools that we have with Ebix SmartOffice at the core."

"We developed a platform with Ebix that is essentially a straight-through term life process that begins with an eApp and ends with an ePolicy. The process was designed to be streamlined to simplify issued-type underwriting. We have also worked collaboratively with Ebix to hook the straight-through term life platform into EbixBenergy to offer a voluntary supplemental life product through the customer work site."