Login to smart office and go to analytic reports excel. Ebix envisions a seamless and profitable business with all its channels and sustain its reputed. M smartoffice gives onthego professionals fast, ondemand access to their critical client data, appointments and tasks. Its the ultimate practice management suite for managing all aspects of.
Smartoffice, the customer relationship management crm solution from ebix, was designed to help financial services professionals tackle those critical tasks. Smartanalyzer for smartoffice is categorized as security tools. Time and attendance software features reports that provide you with thorough insight into your workforces labor. Smartoffice will be upgraded to smartoffice pro on date, 2016. Developed by ebix, australias leading insurance software provider, smartoffice is a crm that specifically meets the sales and marketing needs of insurance professionals. Smartoffice is a complete agency management system ams and customer relationship management crm solution that keeps all. If the save as dialog box appears, select a location on your computer to save the installation file e. Smartoffice download manager by ebix should i remove it. Hardwaresoftware specifications for ebixhosted systems. Ebix global careers career opportunities jobs at ebix. This free program is an intellectual property of ebix inc. The things i dislike in smartoffice do not come close to outweighing the things i. Surelc will send smartoffice new carrier appointment data, state license data obtained through surelc, and any producer demographics that are updated through the nipr download. Access your client database, calendar, notes and more from your smartphone or tablet.
To change the name of the registered user associated with your smartoffice account please complete the form below and fax the signed copy to 866 4220259. Smartanalyzer for smartoffice is a software program developed by ebix. Select the reports that you would like and then click the red menu button and export to excel. It was initially added to our database on 05042014. Smartanalyzer for smartoffice by ebix should i remove it. Upon installation, it defines an autostart registry entry which allows the program run on each boot for the user which installed it.
Smartoffice desktop integration is a program developed by ebix. The following dynamic reports can be added to smartoffice. A single breach of your clients sensitive data can entangle you in regulatory. Installation of these programs, typically on the terminal server as system administrator, is the sole responsibility of the client.
Smartanalyzer for smartoffice runs on the following operating systems. Track proposals, finetune advisor relationships, and increase production. Ebix is the software provider for the insurance industry ebix knows the insurance industry like no other software company. Typically the registered user in your office is the person who owns the data in your smartoffice database. Smartanalyzer for smartoffice is a shareware software in the category miscellaneous developed by ebix inc. The latest version of smartanalyzer for smartoffice is currently unknown. Integrate smartoffice with microsoft office applications word, excel and outlook for mail merge operations, reports, contactcalendar management and more. Make sure you have the latest windows updates and office updates. The software installer includes 24 files and is usually about 3. The leading dynamo of insurance and financial services in the world, ebix inc. How to get started for agencys desiring to activate surelc integration with their smart office account from ebix, you must execute a separate statement of work sow. Select save as and save the file to your desktop with a unique name i. The uptake of crm software is growing at a steady rate of approximately % each year over the last few years according to reports from gartner 2014.
Founded in 1976, ebix continues to be a global leader in insurance software. View, edit, create, present and share ms office documents directly from your mobile devices. The application is highly modular and can be configured to meet the needs of just about any business. Smartoffice is a crm solution for companies of all sizes in the finanical and insurance industries. Smartoffice helps you stay on top of your clients investments and financial needs, maintain records of all interactions, and keep client data safe from online threats. The setup package generally installs about 9 files and is usually about 1. Youll be able to quickly spot missing and offtime punches, recurring tardiness, employees approaching overtime, and much more. Selfhosting customers using smartoffice 7 should download the earlier version the microsoft plugin for smartoffice enables features like correspondence, document management, data export, outlook email posting and more. Ebix provides endtoend solutions ranging from infrastructure exchanges, carrier systems, agency systems and risk compliance solutions to custom software development for all entities involved in the insurance. Free live training classes ebix crms live training classes are designed to help customers get the most out of smartoffice. Learn how to navigate your smartoffice portal, view video playback, and more. Smartoffice desktop integration installer ebix crm.
Free ebix smartoffice analyzer download software at updatestar microsoft baseline security analyzer mbsa is an easytouse tool designed for the it professional that helps small and mediumsized businesses determine their security state in accordance with microsoft security recommendations and. You can gain that understanding with an intelligent technology solution that helps you analyze, service and communicate with your clients in the most efficient way possible. These days, traditional crm solutions that offer a bareminimum level of security dont deserve your businessor your trust. This version of the plugin is compatible with smartoffice pro only. Login to smart office and go to analytic reports excel 2. Our small file size and screen display that adapts to fit your smartphone or tablet make smartoffice the. A leading international supplier of ondemand software and ecommerce services to the insurance, financial, egovernance, elearning and healthcare industries, ebix, inc. Choose the smartoffice solution for your business and get started now. Type your office name, user name and password you should have received this information in your welcome email message from ebix. Microsoft office 2003 primary interop assemblies microsoft office 2007 primary interop assemblies shared addin support update for microsoft.
Ebix in use by industry leaders for more than two decades, smartoffice solution for crm, practice, and agency management are trusted across the industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customercentric environment that helps increase sales revenues. This is achieved by always keeping our clients at the forefront of our focus and working collaboratively with the insurance industry. A single breach of your clients sensitive data can entangle you in regulatory scrutiny and costly litigation for months or even years. Our small file size and screen display that adapts to fit your smartphone or tablet make smartoffice the perfect match for todays on. Both options provide the high levels of security needed to ensure compliance and the safety of your clients data. Ebix is a leading international supplier of ondemand software and ecommerce services to the insurance, financial, healthcare, and education industries. Its the ultimate mobile customer relationship management crm tool for. After your computer has restarted, the microsoft plugin for smartoffice signin dialog box opens. Smartoffice desktop integration by ebix should i remove it. Free ebix smartoffice analyzer download ebix smartoffice. The most frequent installer filenames for the software include. A leading international supplier of ondemand software and ecommerce services to the insurance, financial, egovernance, elearning and healthcare. Smartoffice crm overview ondemand insurance solutions.
Smartoffice helps todays ria meet all of those challenges. Follow these instructions to download and install the smartoffice microsoft plugin. Ebix crms webbased smartofficee solution is packed with ways to help you. Smartoffice can be installed in your own environment or as an online, ondemand solution managed in our worldclass hosting facility. Smartoffice anywhere gives onthego professionals fast, ondemand access to their critical client data, appointments and tasks. While it can sometimes feel like information overload, having the tools to collect client data and extract meaningful, intelligent information can be what gives your business the edge over other insurance professionals.
Ebix provides endtoend solutions ranging from infrastructure exchanges, carrier systems, agency systems and risk compliance solutions to custom software development for all entities involved in the insurance industry. Ebix provides endtoend solutions ranging from infrastructure exchanges, carrier systems, agency systems and risk compliance solutions to custom software development for all entities. Smartoffice download manager is a program developed by ebix. Smartanalyzer for smartoffice free download windows version. When the security warning dialog box opens, click install. Designed for financial advisors who need industryspecific practice management tools, investment data downloads, integration with other applications, manage. Smartoffice pro is more streamlined, up to date and easier on the eyes. A leading international supplier of ondemand software and ecommerce services to the insurance, financial and healthcare industries, ebix, inc. Smartoffice integrates with the apps you use most, including winflex web, vitalsales suite, and ms outlook ask us for a complete list of integrations. Product details webbased customer relationship management solution for insurance and financial services businesses. This download was checked by our antivirus and was rated as clean. And with good reason crm software enables companies to grow loyal relationships with their clients by allowing a better understanding, segmentation and tiering of.
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