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Ebix CRM’s (formerly
E-Z Data)
web-based
SmartOffice software is the financial services
solution for CRM, practice and agency management.
Proven by more than
a 125,000 advisors,
SmartOffice
helps financial services professionals: |
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Deliver
high-touch service – without additional
staff |
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Generate
referrals & ensure client retention |
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Systematize
proactive, personal communication
with your clients |
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Keep
your clients on track
and on plan |
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