Stand Out from the Crowd
> Integrates with Ebix broking software
> Policy and document management
> Complete audit trail
125,000 insurance professionals choose SmartOffice CRM
WinBEAT integration now includes Policy
Customer Relationship Management (CRM) software is a valuable technology for any business. By performing as a central hub for detailed client information it has the ability to streamline communication between your business and its clients, delivering outstanding customer experiences that result in business growth.
Developed by Ebix, Australia’s leading insurance software provider, SmartOffice is a CRM that specifically meets the sales and marketing needs of insurance professionals. This includes the ability to develop profound customer relationships by managing sales pipelines and marketing campaigns with the aid of Microsoft Outlook email integration; gaining customer and business insight by creating dynamic reports; and keeping on top of repeat business and deadlines by tracking insurance policies and documents.
SmartOffice sits seamlessly within any insurance business due to its integration with Ebix broking software and Microsoft Office. It is a web-based CRM, so it can be used anytime, anywhere and implemented almost instantly.
Find out for yourself why more insurance professionals choose SmartOffice CRM over any other CRM by filling in your details and watching the demo video below.
Track and manage the effectiveness of marketing and sales campaigns with dynamic, real-time reporting.
Develop profound customer relationships with Policy tracking and comprehensive contact management.
WEB-BASED & MOBILE ACCESSIBLE
EMAIL INTEGRATION & MARKETING
Nurture leads through the sales pipeline with branded and personalised mass email marketing.
Make the most of business opportunities with client information at your fingertips anywhere, anytime.
DYNAMIC REAL-TIME REPORTING
Stand out from the crowd features
SmartOffice CRM is easily integrated with any Ebix broking system thanks to EIS (Enterprise Integration Service). EIS is a web service that sits in between SmartOffice and your broking system. Its purpose is to transmit client, prospect and policy information between SmartOffice and your broking system in real time to eliminate the need of managing two separate “Silos” of information. Given that Ebix broking systems are very much transaction focused, and SmartOffice CRM is very much client/prospect focused, the two programs very much complement each other. The EIS enables these two systems that already work well as standalone solutions to work together exceptionally, delivering a whole new level of productivity and client satisfaction to your business.
How does SmartOffice CRM integrate with your Ebix broking system?
Why SmartOffice has been the chosen CRM of the Insurance Industry for over 20 years
Australian insurance businesses trust SmartOffice to help them stand out from the crowd
Join the many insurance professionals who trust SmartOffice for their Customer Relationship Management needs