Customer Relationship Management solutions and products for financial services businesses. CRM for insurance carriers, broker-dealers, banks, general agencies, and insurance agents, including practice management and agency management.
http://www.ebixcrm.ca/
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Ebix CRM Technology | ebixcrm.ca Reviews
https://ebixcrm.ca
Customer Relationship Management solutions and products for financial services businesses. CRM for insurance carriers, broker-dealers, banks, general agencies, and insurance agents, including practice management and agency management.
ebixcrm.ca
Ebix CRM Technology
http://www.ebixcrm.ca/company
While Ebix CRM’s name recognition has seen recent new growth in Canadian financial services, the company’s heritage in Canada dates back over 15 years to the days of the “captive” insurance sales forces. Ebix CRM continues to enhance our local Canadian presence and capabilities to deliver long-term business value to advisors, agencies, and wholesalers nationwide. A strong and growing client base. More than 50 of the largest financial services companies rely on Ebix CRM solutions today, including:.
Ebix CRM Technology
http://www.ebixcrm.ca/products/advisor.shtml
I show other Canadian. Advisors what the system. Can do, they are blown. Brett Wackenhut Financial Advisor Fusion Financial Management. For Financial Service Intermediaries. Automate your practice with a professional scheduling system and imbedded client management tools designed specifically by and for financial advisors. Manage client mutual fund, GIC, and other investment account details in one place for both on book and off book assets. Provide your clients with aggregated financial snapshots.
Ebix CRM Technology
http://www.ebixcrm.ca/products/agency.shtml
For National Accounts, MGAs, AGAs, and PPGAs. This solution is designed to help life insurance agencies manage new business, service advisors and their clients, streamline operations, and provide value-added services to your producers. Increase the productivity of your staff with carrier downloads and automated new business processing. Forecast commissions for you and your advisors and reconcile receipts automatically with data files received from your carriers.
EZ DataSmartOffice Enterprise
http://www.ebixcrm.ca/sitemap.shtml
Contact E-Z Data, ULC.
Ebix CRM Technology
http://www.ebixcrm.ca/support
Online Training and Support Centers. Ebix CRM Training and Support Centers offer a comprehensive selection of resources designed to help new users get up to speed quickly and help experienced users increase efficiency and productivity. SmartOffice 7 Training and Support. Please note that certain links on this page will redirect you to our global website which may include product information and services that are not relevant in Canada. Please contact us at 800-777-9188 with any questions.
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Web-Based Financial Advisor Software
http://www.ebixcrm.com/support
CRM Solutions for Insurance and Financial Services. Online Training and Support Centers. Click here to learn more. Online Training and Support Centers. Ebix CRM Training and Support Centers offer a comprehensive selection of resources designed to help new users get up to speed quickly and help experienced users increase efficiency and productivity. SmartOffice Online Training and Support. Live Webinar and On-site Training Registration. Technical Support Contact Information. Name of the registered user.
Web-Based Financial Advisor Software
http://www.ebixcrm.com/company
CRM Solutions for Insurance and Financial Services. Ebix CRM (formerly E-Z Data, Inc.). Serving the financial services industry since 1986. A strong and growing client base. More than 50 of the largest financial services companies rely on Ebix CRM solutions today, including:. Broker-Dealers, BGAs, and Banks:. For a Client Success story. In use by many of the top 20 Fortune 500 Life companies and more than 100,000 professionals worldwide,. With management and support teams that offer unprecedented longevi...
CRM Technology for Financial Advisors, Insurance Agents, and Insurance Agency Management
http://www.ez-data.com/products
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:. Designed for Financial Advisors. Click here for more information. Who prefer a Windows-b...
Web-based CRM for the entire financial services industry: Ebix CRM
http://www.ez-data.com/company
Formerly E-Z Data, Inc.). Serving the financial services industry since 1986. 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. Broker-Dealers, BGAs,. With management and su...
Web Based CRM for Financial Services, Web Based Insurance Agent Software
http://www.ez-data.com/bga/products/premier_bga.shtml
Premier for BGA/General Agencies. For Brokerage General Agencies. Click here to download the brochure]. Register for a BGA Webinar. This solution is designed to help BGAs manage new business, service clients, manage operations, and identify new markets. Increase the productivity of your staff with carrier downloads and automated new business processing. To get the latest list of our pending case data providers. Build and maintain strong relationships by delivering proactive and timely agent communications.
Insurance CRM Technology for Agents and Advisors
http://www.ez-data.com/products/professional.shtml
Click here to download the brochure]. Attend a live demonstration. This SmartOffice CRM solution is designed to address the very specific needs of insurance agents. Identify and act upon opportunities with new and existing clients. Deliver consistent value to retain happy clients and generate referrals. Manage all types of policies, including share balances for variable life policies. Provide your clients with consolidated financial reports.
EZ DataSmartOffice Enterprise
http://www.ez-data.com/sitemap.shtml
Pending Case Data Providers. Partnering with E-Z Data.
SmartOffice Demonstration Calendar
http://www.ez-data.com/demo
Or Financial Advisors and Registered Reps. Please register in one of the following online demonstrations. If you would like a private demonstration, please click here. Or call us at 800-777-9188.
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EbixASP
Version 4.21.002. Sales : PandCSales@Ebix.com. Support : 1-888-633-5744/option 1. How to log an incident. Email question to Ebix Support. Download EbixASP Brochure (PDF).
Ebix Australia Blog | On-Demand Insurance Software Blog
On-Demand Insurance Software Blog. Skip to primary content. Skip to secondary content. How mobile apps can improve the workplace. August 12, 2015. 100 billion apps have been downloaded from the Apple App Store since it opened in 2008. Mobile apps are obviously very popular for personal use, but did you know they are gaining increasing popularity within the workplace? Ever caught an employee looking and interacting with their smartphone? They can even take advantage of their travel time and continuing the...
BPO - Ebix Australia
Whether your organisation is large or small, publicly or privately held, Ebix BPO can customise its service to meet your unique requirements. EbixBPO is a full-service certificate tracking service that has the flexibility to validate and monitor compliance requirements contained in any type of agreement, for any type of organisation.
Bixby Bridge Capital
Bixby Bridge Capital, LLC is a private real estate investor and lender with a credit-focused, contrarian, and value-add investment philosophy. Where other investors require extensive due diligence periods, Bixby’s nimble team and flat hierarchy allow us to underwrite opportunities efficiently. Rather than having separate departments for acquisitions and asset management, each Bixby principal oversees the full life cycle of an investment.
Ebix BPO Certificate of Insurance Login Page
If you are having trouble with your login, or have forgotten your password, please email us.
Ebix CRM Technology
Solutions for Your Business. The industry’s most trusted CRM and practice management solution,. Ebix CRM’s web-based SmartOfficee solution is packed with ways to help you:. Deliver excellent client service. Save time and make more money. Choose the SmartOffice solution for your business and get started now.
Web based Insurance & Financial CRM Software Solutions- Ebix CRM
CRM Solutions for Insurance and Financial Services. Power Behind Your Practice. Turn your client data into the engine that drives your business. Your Client Data Anywhere. SmartOffice’s mobile CRM solution keeps you connected to your clients no matter where you are. Not Just Office. SmartOffice. Add CRM muscle to Outlook. With Ebix's Microsoft Plug-In for SmartOffice. Choose any Industry Solution. Investment Tracking: Easily track and manage client assets to help grow a profitable managed account business.
Home | Ebix Exchange
The Global Insurance Platform. EbixExchange is the world’s leading electronic trading service for the global, large commercial insurance and reinsurance industry, helping reduce paperwork, repetitive data entry, processing times and costs whilst also providing security, contract certainty, audit trail and regulatory compliance. What does EbixExchange do? Our user community extends beyond 7,000 users in over 20 broking and 110 underwriting organisations in North America, Bermuda, London, Europe and the Fa...
Ebix Health: Health and employee benefits management software
Acclamation Systems is now Ebix Health! On August 1, 2008, Acclamation Systems, Inc. was acquired by Ebix, Inc. NASDAQ:EBIX), a leading international developer and supplier of software and e-commerce solutions to the insurance industry. With Ebix Health's innovative benefits administration software, your future is brighter. You gain the flexibility you need to manage the full spectrum of health and employee benefits. Each LuminX LX Business Block™. LuminX Preferred™ Cost Containment. In action. With ...
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