Free live training classes ebix crms live training classes are designed to help customers get the most out of smartoffice. Ebix provides endtoend solutions ranging from infrastructure exchanges, carrier systems, agency systems and risk compliance solutions to custom software development for all entities. Select save as and save the file to your desktop with a unique name i. Ebix crms webbased smartofficee solution is packed with ways to help you. Its the ultimate practice management suite for managing all aspects of. Follow these instructions to download and install the smartoffice microsoft plugin. Smartoffice pro is more streamlined, up to date and easier on the eyes. Smartoffice integrates with the apps you use most, including winflex web, vitalsales suite, and ms outlook ask us for a complete list of integrations. After your computer has restarted, the microsoft plugin for smartoffice signin dialog box opens. How to get started for agencys desiring to activate surelc integration with their smart office account from ebix, you must execute a separate statement of work sow. Founded in 1976, ebix continues to be a global leader in insurance software.
Smartoffice anywhere gives onthego professionals fast, ondemand access to their critical client data, appointments and tasks. While it can sometimes feel like information overload, having the tools to collect client data and extract meaningful, intelligent information can be what gives your business the edge over other insurance professionals. The things i dislike in smartoffice do not come close to outweighing the things i. Smartoffice download manager is a program developed by ebix. Smartoffice will be upgraded to smartoffice pro on date, 2016. Smartoffice crm overview ondemand insurance solutions.
If the save as dialog box appears, select a location on your computer to save the installation file e. And with good reason crm software enables companies to grow loyal relationships with their clients by allowing a better understanding, segmentation and tiering of. M smartoffice gives onthego professionals fast, ondemand access to their critical client data, appointments and tasks. With the help of capterra, learn about smartoffice, its features, pricing information, popular comparisons to other customer relationship management products and more. Installation of these programs, typically on the terminal server as system administrator, is the sole responsibility of the client. This is achieved by always keeping our clients at the forefront of our focus and working collaboratively with the insurance industry. Contacting our training department if you would like to schedule customized webbased or onsite training sessions, please contact liz temple, manager, training services at 626 5853505 ext. Type your office name, user name and password you should have received this information in your welcome email message from ebix. Product details webbased customer relationship management solution for insurance and financial services businesses. Learn how to navigate your smartoffice portal, view video playback, and more. Smartanalyzer for smartoffice runs on the following operating systems. Smartoffice desktop integration by ebix should i remove it. Access your client database, calendar, notes and more from your smartphone or tablet.
Microsoft office 2003 primary interop assemblies microsoft office 2007 primary interop assemblies shared addin support update for microsoft. You can gain that understanding with an intelligent technology solution that helps you analyze, service and communicate with your clients in the most efficient way possible. Smartoffice desktop integration installer ebix crm. Smartoffice pro sits seamlessly within any insurance business due to its integration with ebix broking and life software as well as microsoft office. Smartoffice is a crm solution for companies of all sizes in the finanical and insurance industries. View, edit, create, present and share ms office documents directly from your mobile devices.
Smartoffice download manager by ebix should i remove it. Ebix is a leading international supplier of ondemand software and ecommerce services to the insurance, financial, healthcare, and education industries. Select the reports that you would like and then click the red menu button and export to excel. It was initially added to our database on 05042014. This version of the plugin is compatible with smartoffice pro only. The uptake of crm software is growing at a steady rate of approximately % each year over the last few years according to reports from gartner 2014. In use by industry leaders for more than two decades, smartoffice solution for crm, 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 customercentric environment that helps increase. The software installer includes 24 files and is usually about 3. A leading international supplier of ondemand software and ecommerce services to the insurance, financial and healthcare industries, ebix, inc. Ebix in use by industry leaders for more than two decades, smartoffice solution for crm, 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 customercentric environment that helps increase sales revenues. Smartoffice, the customer relationship management crm solution from ebix, was designed to help financial services professionals tackle those critical tasks. Ebix insurance software solution insurance software. Our small file size and screen display that adapts to fit your smartphone or tablet make smartoffice the. The leading dynamo of insurance and financial services in the world, ebix inc.
Smartanalyzer for smartoffice free download windows version. The following dynamic reports can be added to smartoffice. Ebix is the software provider for the insurance industry ebix knows the insurance industry like no other software company. Typically the registered user in your office is the person who owns the data in your smartoffice database. Smartanalyzer for smartoffice by ebix should i remove it. Surelc will send smartoffice new carrier appointment data, state license data obtained through surelc, and any producer demographics that are updated through the nipr download. Smartoffice helps todays ria meet all of those challenges. Hardwaresoftware specifications for ebixhosted systems. Its the ultimate mobile customer relationship management crm tool for. The most frequent installer filenames for the software include. To change the name of the registered user associated with your smartoffice account please complete the form below and fax the signed copy to 866 4220259.
Free ebix smartoffice analyzer download ebix smartoffice. The setup package generally installs about 9 files and is usually about 1. A single breach of your clients sensitive data can entangle you in regulatory. Our small file size and screen display that adapts to fit your smartphone or tablet make smartoffice the perfect match for todays on. Smartoffice can be installed in your own environment or as an online, ondemand solution managed in our worldclass hosting facility. Smartanalyzer for smartoffice is a software program developed by ebix. Find answers to your comcast business smartoffice video monitoring questions. Ebix provides endtoend solutions ranging from infrastructure exchanges, carrier systems, agency systems and risk compliance solutions to custom software development for all entities involved in the insurance. A leading international supplier of ondemand software and ecommerce services to the insurance, financial, egovernance, elearning and healthcare industries, ebix, inc. Ebix provides endtoend solutions ranging from infrastructure exchanges, carrier systems, agency systems and risk compliance solutions to custom software development for all entities involved in the insurance industry. Login to smart office and go to analytic reports excel. Track proposals, finetune advisor relationships, and increase production. Ebix envisions a seamless and profitable business with all its channels and sustain its reputed.
Integrate smartoffice with microsoft office applications word, excel and outlook for mail merge operations, reports, contactcalendar management and more. The latest version of smartanalyzer for smartoffice is currently unknown. These days, traditional crm solutions that offer a bareminimum level of security dont deserve your businessor your trust. Developed by ebix, australias leading insurance software provider, smartoffice is a crm that specifically meets the sales and marketing needs of insurance professionals. Ebix global careers career opportunities jobs at ebix. Smartoffice is a complete agency management system ams and customer relationship management crm solution that keeps all. Choose the smartoffice solution for your business and get started now. Apr 04, 2016 m smartoffice gives onthego professionals fast, ondemand access to their critical client data, appointments and tasks. Selfhosting customers using smartoffice 7 should download the earlier version the microsoft plugin for smartoffice enables features like correspondence, document management, data export, outlook email posting and more.
When the security warning dialog box opens, click install. Upon installation, it defines an autostart registry entry which allows the program run on each boot for the user which installed it. A single breach of your clients sensitive data can entangle you in regulatory scrutiny and costly litigation for months or even years. Smartanalyzer for smartoffice is a shareware software in the category miscellaneous developed by ebix inc. Login to smart office and go to analytic reports excel 2. Designed for financial advisors who need industryspecific practice management tools, investment data downloads, integration with other applications, manage. This free program is an intellectual property of ebix inc. Smartanalyzer for smartoffice is categorized as security tools. Free ebix smartoffice analyzer download software at updatestar microsoft baseline security analyzer mbsa is an easytouse tool designed for the it professional that helps small and mediumsized businesses determine their security state in accordance with microsoft security recommendations and. This download was checked by our antivirus and was rated as clean. Youll be able to quickly spot missing and offtime punches, recurring tardiness, employees approaching overtime, and much more. A leading international supplier of ondemand software and ecommerce services to the insurance, financial, egovernance, elearning and healthcare.