SmartOffice (Ebix)
What is SmartOffice (Ebix)?
SmartOffice is a cloud based CRM and agency management system for financial advisors, insurance agents, and broker dealers, in use for nearly 30 years. It was originally developed by Ebix, but in April 2024 Zinnia (an Eldridge Industries company) completed its acquisition of Ebix's North American life and annuity software assets, including SmartOffice, AnnuityNet, LifeSpeed, and Winflex. The product now operates under Zinnia rather than Ebix, and the ebix.com/smartoffice page no longer represents the current official product site.
SmartOffice centralizes client, policy, and account data, offering compliance support, task automation, meeting preparation tools, and data sharing across teams. It integrates with providers such as RightCapital, Pershing, Fidelity, eMoney, and Orion. Official current pricing is not published; Zinnia directs prospects to contact its sales team.
Key Features of SmartOffice (Ebix)
Here are the powerful features that make SmartOffice (Ebix) stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Centralized client, policy, and account data management
- Unified workspace for investment and insurance data
- Compliance support with task automation
- Client relationship tracking and personalization tools
- Meeting preparation and opportunity identification tools
- SmartOffice Anywhere mobile optimized access
- Microsoft Outlook, Word, and Excel plug in integration
- Data sharing capabilities among team members
SmartOffice (Ebix) Pricing
Here are the pricing plans for SmartOffice (Ebix). Choose the plan that best fits your requirements and budget.
Custom
Custom
The current official Zinnia SmartOffice site does not publish pricing; prospects must contact sales for an order form. Older third party listings cited flat per user monthly rates from the prior Ebix era, but these are not confirmed on the current official site.
SmartOffice (Ebix) Specifications
Get a closer look at the technical specifications and system requirements for SmartOffice (Ebix). Find out if it's compatible with your operating system and other software.
- cloud based
- web app
- ios
- android
- smes
- enterprises
- phone
- training
- tickets
SmartOffice (Ebix) Videos
SmartOffice (Ebix) Screenshots
Alternatives of SmartOffice (Ebix)
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SmartOffice (Ebix) Comparisons
Compare SmartOffice (Ebix) with other similar options available. Explore the key differences to see why it's the top choice for businesses and individuals.
Overall SmartOffice (Ebix) Reviews
Here's our unbiased review of SmartOffice (Ebix). Discover how our team of experts rates its features, ease of use, customer support, and other aspects that contribute to its overall appeal.