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SmartOffice  /  Why SmartOffice CRM?

CRM software is an investment for your business. Finding the right CRM to meet your business' needs from a software company you can trust can be a challenge. There are many reasons why SmartOffice is the right CRM for your business, but here are a few of note.

  • Why SmartOffice is Right for your Business

    Used by 125,000 insurance professionals worldwide
    For over 20 years, SmartOffice has been the CRM solution for insurance businesses, right around the world. SmartOffice is a flexible CRM, scaling as your company scales.

    Ebix is the software provider for the insurance industry
    Ebix knows the insurance industry like no other software company. Founded in 1976, Ebix continues to be a global leader in insurance software. This is achieved by always keeping our clients at the forefront of our focus and working collaboratively with the insurance industry. Our software is designed by insurance professionals for insurance professionals.

    Designed for the insurance industry
    SmartOffice includes policy and document management and a complete audit trail. It also integrates with Ebix broking systems and Ebix life insurance platform OneOffice, simplifying business processes. Not to mention it is web-based and can be used on any PC or device, so your staff can use it anywhere, anytime.

    Low Commitment
    We're confident that SmartOffice will sell itself, so we don't lock you into any long term contracts. After 3 months you're free to discontinue at anytime.

    Flexible Pricing
    What you see is what you get. We've included the core CRM functions in the base price. Our pricing is flexible so that you only pay for the functionality that each user needs.


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