In use by many of the Top 20 Fortune 500® Life Insurance Companies and more than 100,000 professionals worldwide, SmartOffice solutions are now considered the industry standard for agency management, practice management, and enterprise CRM.

In use by industry leaders for more than two decades, SmartOffice solution for CRM, practice, and agency management is 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 the solution designed to meet your specific business needs:

SmartOffice Premier Edition for Financial Advisors

SmartOffice Premier Edition is a financial advisor software solution designed to address the very specific needs of growing advisory firms.

  • Investment Tracking: Easily track and manage client assets to help grow a profitable managed account business
  • Marketing & Sales: Identify and act upon opportunities with new and existing clients
  • Customer Service: Deliver consistent value to retain happy clients and generate referrals
  • Policy Tracking: Manage all types of policies, including share balances for variable life policies
  • Reporting: Provide your clients with consolidated financial reports
  • Compliance: Reduce the liability and exposure of your firm and control your sales processes and practices
  • Business Value: Optimize the value of your firm by creating an organized, manageable, and collaborative framework for your business

SmartOffice Premier Edition enables growing firms to manage multiple lines of business and a large number of clients from anywhere, anytime - all while increasing the personal level of service that secures your position as your clients' most trusted financial advisor.

An easy-to-use, industry-specific financial advisor software solution, SmartOffice ties together the diverse pieces of your business - people, process, and systems. As a result, your entire office can do business faster, and build and maintain strong client relationships that drive more business.

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SmartOffice Premier Edition for Brokerages.General Agencies

This solution is designed to help BGAs manage new business, service clients, manage operations, and identify new markets.

  • Pending Case Management: Increase the productivity of your staff with carrier downloads and automated new business processing
  • Advisor Management: Track license and appointments, contracts, and production, and manage complex producer/agency hierarchies
  • Servicing: Build and maintain strong relationships by delivering proactive and timely agent communications
  • Reporting: Use comprehensive and flexible online reporting tools to review, analyze, and manage all aspects of your business
  • Marketing: Identify new markets, develop new producer relationships, and establish and close new sales opportunities to drive growth
  • Business Value: Optimize the value of your firm by creating an organized, manageable, and collaborative framework for your business

SmartOffice Premier Edition for BGAs delivers integrated management reporting, powerful case management, and complete marketing and sales tools to help streamline and manage the complexities of your brokerage business. By linking your back office case managers with your front office sales team, SmartOffice can help reduce case processing time, identify new sales opportunities, and ensure the highest level of client service.

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SmartOffice Professional Edition for Insurance Agents

This SmartOffice CRM solution is designed to address the very specific needs of insurance agents.

  • Marketing & Sales: Identify and act upon opportunities with new and existing clients
  • Customer Service: Deliver consistent value to retain happy clients and generate referrals
  • Policy Tracking: Manage all types of policies, including share balances for variable life policies
  • Reporting: Provide your clients with consolidated financial reports
  • Compliance: Maintain comprehensive client journals that include e-mail communication, document history, and all relevant attachments
  • Business Organization: Transform your entire business into a manageable, shareable frameworks

SmartOffice insurance CRM software can help you take your practice to the next level by providing the tools you need to attract and retain high net worth, high revenue clients by meeting or exceeding their service expectations.

Packed with ways to help you save time and manage every aspect of your client relationships, our web-based SmartOffice solution requires no software installation and gives you immediate access to the information you need - anytime, anywhere - 24/7

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SmartOffice Enterprise Edition for Insurers, Wholesalers, Broker-Dealers and Banks

This solution is designed to address the very specific needs of independent agents and agencies. SmartOffice Enterprise provides the proven scalability, data security, and customization capabilities required by even the largest financial services organizations. Available in a flexible, fully hosted web environment or on your own server, SmartOffice Enterprise delivers features to support every aspect of financial services distribution.

From contact and agency management to wholesaling and management reporting, SmartOffice integrates enterprise business processes to drive more profitable client relationships, reduce operational expenses, and grow revenues.

Software Built for the Way You Do Business - SmartOffice Enterprise Edition delivers the features, framework, training, and support you need to ensure the success of your CRM initiative - regardless of the size of your business. Trusted by today's leading financial services organizations, SmartOffice offers a full range of valuable, industry-focused features and capabilities that deliver tangible, measurable results.

Expandable features for your evolving business

  • Client and Account Tracking
  • Activity Tracking & History
  • Calendar/Time Management
  • Document Tracking
  • Marketing Profiling & List Management
  • Campaign Management
  • Mass Email/Direct Marketing
  • Investment & Policy Tracking
  • Online Case Visibility
  • Client Tracking
  • Multi-carrier Case Management Sales Opportunity Management
  • Leads Tracking
  • Mobile & PDA Connectivity
  • Outlook and Lotus Notes Integration
  • Seminars Tracking
  • Recruit Tracking
  • Investment Tracking
  • Group Benefits Tracking
  • Commissions Tracking
  • Distribution Management

Valuable utilities to support your IT efforts

  • SmartIntegrator allows your IT professionals to integrate other systems with SmartOffice with relative ease. This open API makes the heart of the SmartOffice system available for customized integration with your in-house or other third-party systems.
  • DataXchange™ Enterprise provides proven, robust back-end data movement around the SmartOffice system.
  • SmartMonitor is an external application that provides visibility into system usage and process reporting.

Feature Spotlights

Please select the options below to learn more about -

Technology & Hosting

The technology that supports your CRM solution is critical to ensuring that your users remain happy with the system for the life of the project. SmartOffice is built from the ground up in a J2EE open architecture environment to help provide your agents with anytime, anywhere access to the vital information they need to deliver the best possible service to their clients.

Flexible hosting options

SmartOffice can be installed in your own environment or as an online, on-demand solution managed in our world-class hosting facility. Both options provide the high levels of security needed to ensure compliance and the safety of your clients' data. The fully hosted option helps speed implementation time and eliminates hardware costs. No matter which option you decide is best for your business, you will gain the advantages of SmartOffice's out-of-the-box functionality - the key to minimizing customization costs and speeding your time to benefit.

Business Consulting

We offer Business Consulting services offered by a team of highly experienced industry specialists trained to help you identify the deliver an approach to achieve your unique business goals. Our team can work with you to set a clear direction, identify effective processes, and implement an appropriate infrastructure and technologies, and ensuring a solution adoption.

Ebix SmartOffice talks to Registered Investment Advisors (RIAs), who are using TD Ameritrade's Veo®, about our Veo® integrated application.

Contact information

251 S. Lake Ave., Ste. 200, Pasadena, CA 91101
Phone: +1-800-777-9188
Fax: +1-800-777-7620