SmartOffice (Ebix)
VerifiedCloud based CRM and agency management platform for advisors, agents, and broker dealers
See all screenshots - Deployment Cloud Based
- Starting price Custom
- Free trial Not offered
- Best for SMEs, Enterprises
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 The product now operates under Zinnia rather than Ebix, and the ebix.com/smartoffice page no longer represents the current official product site.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)
SmartOffice (Ebix) lists 8 documented features, including Centralized client, policy, and account data management, Unified workspace for investment and insurance data and Compliance support with task automation. The list below covers what the product does rather than how it is marketed.
- 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
SmartOffice (Ebix) lists 1 plan without published figures. Pricing is quoted on request.
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
SmartOffice (Ebix) is available on web app and has iOS and Android apps.
- Deployment
- Cloud Based
- Billing cycle
- Monthly
- Desktop
- Web App
- Mobile
- iOS
- Android
- Languages
- English
- Built for
- SMEs
- Enterprises
- Support
- Phone
- Training
- Tickets
- Integrations
- RightCapital, Pershing/BNY, FMG Suite, Fidelity, DST FAN Mail, eMoney, Orion, Microsoft Office (Outlook, Word, Excel)
- Public API
- No
- Free trial
- No
- Free plan
- No
- Runs in browser
- Yes
- Customisable
- Yes
- Website
- ebix.com
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SmartOffice (Ebix) Comparisons
Side by side comparisons of SmartOffice (Ebix) against 3 other Financial CRM Software options listed here.
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