CRM Solutions for Insurance and Financial Services

A leading international supplier of On-Demand software and E-commerce services to the insurance, financial, e-governance, e-learning and healthcare industries, Ebix, Inc. provides end-to-end on-Demand solutions ranging from infrastructure exchanges, front end & back end enterprise systems, outsourced administrative & custom software development solutions, and risk compliance solutions for various entities involved in these industries.
Ebix Inc
Licensing & Deployment
  • Cloud Hosted
  • On Premises
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux
Support
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Case Studies

Media

SmartOffice

SmartOffice Core Features

Focus of CRM Feature
  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • Forecasting & Analytics
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation
Focus of Insurance Agency Feature
  • Booking Management
  • Commission Management
  • Contact Management
  • Customer Management
  • Document Management
  • Policy Management

SmartOffice Pricing

Pricing Type
  • Flat Rate
Free Version
  • No
Payment Frequency
  • Monthly Payment
Plans & Packages
Standard
$30 Per Month

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