Plans and Pricing
Compare pricing of SmartOffice (Ebix) vs Compare with the following detailed pricing plan info. SmartOffice (Ebix) comes in 2 packages: Foundation, Strength. On the other hand, Compare has not provided information about its pricing.
Screenshot
Take a look at the below screenshots and seamlessly compare the user interface of SmartOffice (Ebix) and Total Expert for better insights.
Features
Compare between SmartOffice (Ebix) and Total Expert on their key features and functionalities to pick the right one for your business.
- 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
- Customer IQ with intent signals and enriched customer profiles
- Marketing automation with journey orchestration and nurture programs
- AI sales assistant trained on mortgage use cases for lead qualification
- 360 degree customer view and prioritized lead lists
- Pre-configured compliance workflows and certification management
- SMS engagement and multi channel communication
- Marketing content library with MLS integrated flyers and direct mail
- Integrations with Optimal Blue and Encompass
Additional Details
| Details | SmartOffice (Ebix) | Total Expert |
|---|---|---|
| Languages | english | english |
| Country | United States | United States |
| API Available | ✖ | ✔ |
| Run On Mobile Browser | ✔ | ✔ |
| Free Plan | ✖ | ✖ |
| Customization | ✔ | ✔ |
| Support | Email, Phone, Training, Tickets | Email, Phone, Training, Tickets |
| Target Audience | smes, enterprises | smes, enterprises |
| Platforms | web app | web app |
| Subscription Plans | Monthly | Yearly |
| Deployment | cloud based | cloud based |