List of Ebix SmartOffice Customers
Johns Creek, 30097, GA,
United States
Since 2010, our global team of researchers has been studying Ebix SmartOffice customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Ebix SmartOffice for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Ebix SmartOffice for CRM include: Securian Financial, a United States based Banking and Financial Services organisation with 5600 employees and revenues of $8.20 billion, NFP, an Aon company, a United States based Insurance organisation with 7500 employees and revenues of $3.00 billion, Bramco, a United States based Manufacturing organisation with 200 employees and revenues of $25.0 million and many others.
Contact us if you need a completed and verified list of companies using Ebix SmartOffice, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Ebix SmartOffice customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bramco | Manufacturing | 200 | $25M | United States | Ebix | Ebix SmartOffice | CRM | 2002 | n/a |
In 2002, Bramco implemented Ebix SmartOffice, deploying Ebix SmartOffice as a web-based CRM to support its network of brokerage general agencies. The BGA-focused agency management rollout centralized case visibility and delivered marketing tools across member agencies in the United States, improving remote access and standardizing processes for agency staff.
Implementation configured core agency management and case management capabilities, along with marketing workflow support and centralized case visibility for member agencies. The deployment targeted brokerage operations and agency management functions, enabling standardized workflows across agencies and a web-accessible interface for remote users, and after just over one year in use the platform was judged a success with plans to expand agency adoption.
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NFP, an Aon company | Insurance | 7500 | $3.0B | United States | Ebix | Ebix SmartOffice | CRM | 2004 | n/a |
In 2004 NFP, an Aon company implemented Ebix SmartOffice CRM to consolidate disparate client information and centralize case handling across its insurance operations. The Ebix SmartOffice CRM deployment was aimed at improving collaboration among broker and account teams and standardizing client-facing workflows.
Barry Kaye Associates deployed Ebix SmartOffice and configured activity management, document management, and SmartCaseManager for pending case handling. Configuration focused on client record consolidation, activity tracking, document storage, and case workflow routing consistent with core CRM functional workflows.
Operational coverage included sales, client service, and case management workflows across multi state teams in the United States, centralizing communications and improving search and reporting capabilities for cross team access. The implementation unified communications and case management so client service and sales functions shared a single source of client interaction and case status.
Governance and process changes emphasized standardized pending case handling using SmartCaseManager and centralized case ownership to reduce fragmentation in multi state operations. Reported outcomes included improved team collaboration, enhanced search and reporting capabilities, and centralized communications and case management that supported better client service and up sell opportunities.
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Securian Financial | Banking and Financial Services | 5600 | $8.2B | United States | Ebix | Ebix SmartOffice | CRM | 2004 | n/a |
In 2004, Securian Financial implemented Ebix SmartOffice in the CRM category as a centralized agency management and customer relationship platform for its distribution arm, supporting Minnesota Life and affiliated firms across the United States. The deployment positioned Ebix SmartOffice to standardize firm level processes and marketing across Securian's field force.
Ebix SmartOffice was configured to provide centralized CRM and agency management capabilities including standardized data entry, firm level marketing templates, and sales pipeline tracking to surface cross sell and up sell opportunities. The implementation emphasized data standardization and workflow configuration aligned to agency management functions, combining contact management, policy tracking and opportunity management as primary functional capabilities.
The rollout used partner support from E-Z Data, which collaborated on deployment sequencing and firm onboarding. A phased rollout plan targeted dozens of firms to be live by mid 2005, executing agency CRM go live waves focused on the distribution and agency operations teams.
Operational governance centered on common data entry standards and agency process rules to enforce consistent marketing and sales workflows across the field force. Securian Financial realized improved cross sell and up sell tracking through Ebix SmartOffice as noted in the deployment narrative.
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