CRM Review – Ebix CRM

Ebix CRM

This CRM Review examines Ebix CRM.

In-Depth CRM Review

Ebix CRM


Ebix CRM
918 E Green Street
Pasadena, CA 91106-2907

 

Telephone:  (626) 585-3505
Toll Free:    (800) 777-9188
Fax:            (626) 585-3523
Email:  Contact Ebix
Web:    http://www.ebixcrm.com/

 

CRM Category: Field Sales Support – Cloud
Sub-Category: CRM/SFA
Vertical Solution: 524210 – Insurance Agencies and Brokerages
Seats: Small/Medium Business

 

About the Company:

Ebix CRM (formerly E-Z Data, Inc.)

Serving the financial services industry since 1986

Over the years, our solutions have evolved greatly, helping the industry leverage new technologies to support considerable shifts in the business needs of our users. Ebix CRM solutions cover the full spectrum of financial services distribution – including insurance companies, general agents, banks, investment dealers, agents, and financial advisors.

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

With management and support teams that offer unprecedented longevity in the business, highly proven solutions, and offices around the globe, Ebix CRM continues to strive toward our mission: delivering outstanding solutions that address the specialized needs of financial services professionals worldwide to help drive operational efficiencies, boost revenues, and support exceptional client service.

 

About the Product:

Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

A strong and growing client base

More than 50 of the largest financial services companies

In use by industry leaders for more than two decades, Ebix CRM (formerly E-Z Data) 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 the solution designed to meet your specific business needs:

Insurance Agency Software SMARTOFFICE | PREMIER EDITION

Designed for Financial Advisors who need industry-specific practice management tools, investment data downloads, integration with other applications, manage multiple lines of business and service a large number of clients from anywhere, anytime.

Insurance Agency Software SMARTOFFICE | PROFESSIONAL EDITION

Designed for Insurance Agents who need to strengthen client relationships and manage and track insurance policies to help build and maintain a profitable practice.

Insurance Agency Software SMARTOFFICE | PREMIER EDITION

Designed for Brokerages/ General Agencies who need integrated management reporting, powerful case management, and complete marketing and sales tools to help streamline and manage the complexities of today’s brokerage business to reduce case processing time, identify new sales opportunities, and enhance client service.

Insurance Agency Software SMARTOFFICE | ENTERPRISE EDITION

Designed for Wholesalers, Insurance Carriers, Broker-Dealers, and Banks who need the proven scalability, data security, and customization capabilities required to support CRM initiatives within the corporate enterprise.

Insurance Agency Software CLIENT DATA SYSTEM (WINDOWS BASED)

Designed for Insurance Agents and Financial Advisors who prefer a Windows-based solution for practice and contact management.

 

Price:

For complete pricing details, please contact the company directly.

 

For a proper demo of this CRM solution:

For a proper demo of this CRM solution, please contact the company directly.

 

Rich’s View of Ebix CRM:

To instantly view the complete In-Depth Review of this CRM solution, download the Kindle version from our page at Amazon.com!

This review is undergoing a major update and should be available real soon now!

 

Go ahead, Get a second opinion!

I have never claimed to be the only source of CRM software reviews. If you would like an alternative view of this CRM solution, here are some links that you can visit. However, if you are looking for totally independent, no BS! CRM reviews, I will look forward to working with you when you get back to my site!

Sorry, I have yet to find an independent review of this solution.

 

Short List:

If you are considering this program, you should also look at these other CRM solutions:

    • Coming Soon!

 

Rich’s Recommended Web Sites


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