SmartOffice

CRM

Zinnia SmartOffice (formerly Ebix) is a leading international supplier of on-demand infrastructure exchanges to the insurance, financial, and healthcare industries. In the Insurance sector, the Company’s main focus is to develop and deploy a wide variety of insurance and reinsurance exchanges on an on-demand basis, while also, providing Software-as-a-Service (“SaaS”) enterprise solutions in the area of CRM, front-end & back-end systems, outsourced administrative and risk compliance.

SmartOffice is a web-based financial services solution for CRM, practice and agency management. Proven by more than a 125,000 advisors, SmartOffice helps financial services professionals to deliver high-touch service – without additional staff, to generate referrals & ensure client retention, and to systematize proactive, personal communication with clients. For more information, visit smartofficecrm.com.

Integration

A key integration for any Docupace client is a direct connectivity between their CRM and Docupace. Docupace’s integration with SmartOffice is one of a handful standard integrations offered with industry leading CRMs.

Integration Benefits:

API integration for launching Docupace from CRM which:
- Reduces duplicate data entry between the two systems
- Improves advisor experience
Increases advisor efficiency by:

Launching Docupace thru a single sign-on
Automating the creation or matching on clients in Docupace
Viewing Docupace client folder (Account Documents) from within SmartOffice