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Ebix Forms Unified Ebix CRM Unit

To focus on improving workflows, integrations with other EbixExchange products

Ebix, a supplier of on-demand software and E-commerce services to the insurance industry, has created a new business unit focused on CRM services to life insurance agents, advisors and insurance companies.

This new division, Ebix CRM consists of California-based E-Z Data, which will continue to provide customers with a simplified user experience under the new Ebix CRM name.

Through E-Z Data offerings and the SmartOffice solution, Ebix CRM currently services many life insurance companies, broker dealers. Ebix now offers customer value through the combination of insurance focussed CRM unified with electronic transaction capabilities for Life Insurance and Annuities.

Ebix CRM intends to focus on improving workflows and integrations with other EbixExchange products, such as LifeSpeed, AnnuityNet, WinFlex and Vital Sales Suite. It will also support existing integrations with WinFlex Web and Data Exchange to provide SmartOffice users with the ability to leverage customer data within SmartOffice to create illustrations, launch new business application processing and aggregate customer service data, from a wide range of participating life insurance companies.

The integration between SmartOffice and EbixExchange solutions helps deliver efficient client service for both insurance manufacturers and distributors by improving workflow and reducing the rework associated with outmoded data entry.

Ebix CRM customers can now have the ability to move from CRM to Life Insurance Illustration to Life Application. Similarly, users can also move from CRM to Annuity processing, cutting processing time and reducing back office costs and mailing costs.

The new Ebix CRM division will be headed by senior vice president Dale Okuno and will be headquartered in Pasadena, California.