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Ebix eNews CRM Edition 2018 Featured

Tuesday, 24 April 2018 09:20

eNews CRM edition email header

CRM Edition 2018

CRM software adoption is increasing at a stable rate of around 13% each year over the last few years (Gartner 2014; 2015). But what exactly is a CRM and why the sudden popularity? In this special edition of Ebix eNews we share with you an extensive overview of Customer Relationship Management (CRM) software. Here we cover what a CRM is, how it works what the benefits are, and ways in which a CRM can be implemented into an Insurance Broking business environment.


What is a CRM and Why are They so Popular?

What is a CRM

Customer Relationship Management (CRM) software is a tool that supports and assists in implementing a company's CRM strategy. While some firms resort to primitive means to fulfil this role, such as excel spreadsheets, a CRM can deliver a level of clarity, efficiency and focus that no spreadsheet will ever reach...Read More


What's the Secret to Finding the Right CRM for an Insurance Business?

The CRM SecretPut Simply, the best CRM has the ability to deliver a 360 degree view of your clients and contacts. For this reason, a CRM should have sophisticated Contact Management at its core functionality. Here are the top 6 attributes that make up a well-formed Contact Management function for insurance professionals...Read More


How to Make a CRM Work for You

crm blogpost

CRMs are a complex software that can deliver what many refer to as a '360 degree view' of their customers. It's unfortunate when firms view CRM Systems as a Customer Relationship Strategy rather than a tool for facilitating successful Customer Relationship strategies, and Ultimately miss out on all CRMs have to offer. We have put together a list of common fails and subsequent solutions that can take your CRM system to its full potential...Read More


Ebix SmartOffice Pro CRM has been Released

SO Pro releasedSmartOffice Pro CRM was successfully released earlier this year with a tonne of new features and enhancements. These include a modernised user interface and streamlined navigation, expanded browser support, enhanced email functionality and syncing, as well as SmartOffice Anywhere - a lightweight version suitable for easy on-boarding and client-facing brokers...Read More


Why a CRM is an Insurance Broker's Bestfriend

CRM bestfriend blog

There's no denying that the insurance industry is a highly competitive market. With more outsider businesses, such as banks and supermarkets, offering insurance products, the competitiveness of the insurance market is only looking to increase. How are SME insurance businesses such as Brokers able to compete with the giants? ...Read More

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