Sales & CRM Tools

Empower your entire sales team with EbixEnterprise CRM solution, powered by SmartOffice, designed specifically for the insurance industry, and currently utilized by over 300,000 insurance professionals.

Overview

With instant access to essential information, your team can more effectively market, sell, and engage with customers. EbixEnterprise CRM brings together all key front-office functions for sales, marketing, and agencies including account and quote management, activity tracking, opportunity management, marketing coordination, and commission oversight into one integrated solution. The system delivers a complete CRM solution that empowers your sales team, streamlines operations, and strengthens partner engagement all in one centralized platform.

Discover
What’s Possible

Get in touch with our team for a personalized demo or free consultation. We’ll show you exactly how our solutions work and how they help overcome the challenges of outdated systems. REACH OUT

Key Highlights

Boost member enrollment and retention with seamless sales workflows

Drive channel loyalty and growth with tools that support broker onboarding, communication, commission tracking

Workflow automation keeps your team aligned, consistent, and productive.

Mobile-Ready - whether in the office or on the go, your team can stay connected and productive.

Streamline recruitment, channel marketing, communications, and forecasting

Shorten the sales cycle with real-time quoting tools

Pinpoint and close performance gaps with actionable partner and channel insights

Strengthen partner and channel loyalty through collaborative sales and marketing initiatives

Carriers/Payers

Transform how you sell, serve, and grow. EbixEnterprise CRM provides carriers and payers with a single, integrated platform to increase enrollment, optimize channel performance, and drive efficiency across every stage of the sales and member lifecycle.

Key Benefits

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Boost Enrollment & Retention

Accelerate acquisition and renewal efforts with faster quoting, automated workflows, and smarter campaign targeting. Enable your teams and partners to move quickly from lead to member, with less manual work and more visibility.

Accelerate acquisition and renewal efforts with faster quoting, automated workflows, and smarter campaign targeting. Enable your teams and partners to move quickly from lead to member, with less manual work and more visibility.

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Maximize Channel & Broker Performance

Gain deeper insight into broker productivity and partner contributions. Track hierarchies, production, and engagement to identify top performers, re-engage lagging channels, and drive consistent growth across your distribution network.

Gain deeper insight into broker productivity and partner contributions. Track hierarchies, production, and engagement to identify top performers, re-engage lagging channels, and drive consistent growth across your distribution network.

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Automate Compliance & Oversight

Simplify licensing, appointments, and continuing education tracking with built-in automation. Minimize regulatory risk while freeing up internal teams from time-consuming admin and audits.

Simplify licensing, appointments, and continuing education tracking with built-in automation. Minimize regulatory risk while freeing up internal teams from time-consuming admin and audits.

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Accelerate the Quote-to-Sale Cycle

Deliver accurate quotes instantly and track activity from first interaction to close — all in one place. With real-time data, configurable dashboards, and a CRM that works the way your teams do, you will never lose momentum in the sales process.

Deliver accurate quotes instantly and track activity from first interaction to close — all in one place. With real-time data, configurable dashboards, and a CRM that works the way your teams do, you will never lose momentum in the sales process.

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Strengthen Broker & Channel Loyalty

Support your distribution partners with collaborative sales and marketing tools, transparent reporting, and easier commission management — building long-term trust and channel engagement.

Deliver accurate quotes instantly and track activity from first interaction to close — all in one place. With real-time data, configurable dashboards, and a CRM that works the way your teams do, you will never lose momentum in the sales process.

Third-Party Administrators

Operate smarter, scale faster, and deliver more value to your clients. EbixEnterprise helps TPAs centralize operations, simplify partner collaboration, and reduce administrative burden — all while staying compliant and client-focused.

Key Benefits

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Centralize Case & Policy Management

Eliminate fragmented tools and manual processes. Manage every aspect of case setup, insurance policy tracking, and client communication in one connected system tailored for complex TPA operations.

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Gain Complete Visibility into Broker & Client Activity

Track commissions, monitor broker hierarchy and production, and stay on top of license and appointment statuses — with audit-ready reports and real-time dashboards to keep your teams in control.

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Streamline Partner Collaboration

Equip your teams and brokers with shared access to lead distribution, sales activity tracking, and opportunity management. Collaborate more effectively across organizations with built-in workflow and communication tools.

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Drive Operational Efficiency

Automate repetitive admin tasks and standardize your workflows, freeing your team to focus on high-value client support. Improve accuracy, reduce costs, and scale with ease.

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Work Anywhere, Integrate Everything

Enable mobile access for field teams and connect seamlessly to your existing systems — from MS Office to downstream processing tools — through the platform’s robust integration hub.

Contact Us

Please submit your information below or call us at (800) 872-7848

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