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04.11.2009 15:29

Ebix Announces Unified Ebix CRM Division for On-Demand CRM and further Enhanced Integration of LifeSpeed and AnnuityNet

Ebix, Inc. (NASDAQ: EBIX), a leading international supplier of On-Demand software and E-commerce services to the insurance industry, announced today that it has created a new business unit focused on CRM services to life insurance agents, advisors and insurance companies. Called Ebix CRM, this new division consists of California-based E-Z Data, Inc. which will continue to provide superior customer value and a simplified user experience under the new Ebix CRM name.

Through E-Z Data offerings and the SmartOffice® solution, Ebix CRM currently services many of the top 20 Fortune 500® life insurance companies, leading broker dealers, while being a clear leader in the Life CRM space in the United States. Ebix now offers more customer value through the only combination of insurance focused CRM unified with electronic transaction capabilities for Life Insurance and Annuities.

Ebix CRM will focus on improving seamless 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 continue 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 fast, efficient client service for both insurance manufacturers and distributors by improving workflow and reducing the rework associated with outmoded data entry. SmartOffice users can easily launch these bundled EbixExchange applications and populate the associated fields with contact, family, and financial information from within SmartOffice.

Ebix CRM customers can now have the ability to move seamlessly from CRM to Life Insurance Illustration to Life Application. Similarly, users can also move from CRM to Annuity processing, all in good order while cutting processing time and reducing back office costs and mailing costs. Rapid improvement in IGO (In Good Order) rates and reduced redundant data entry helps shrink the risk of litigation and FINRA issues as well.

The centerpiece of customer value is achieved through bundling SmartOffice with LifeSpeed and AnnuityNet for expanded operational efficiencies. The ability to manage clients and mine data to define service needs and sales opportunities in SmartOffice coupled with transacting new business in LifeSpeed and AnnuityNet provides superior opportunity to grow an agency or brokerage.

The new Ebix CRM division will be headed by Senior Vice President Dale Okuno and will be headquartered in Pasadena, California. Existing products and support methods will continue as previously managed with strong commitment. In order to make Ebix CRM and EbixExchange easy to work with, all integrated sales activities will be headed by Dan Delity, SVP and Division Head of EbixExchange.

Dale Okuno, SVP Ebix CRM, said, ”The combined value proposition of SmartOffice + Ebix Exchange capabilities will deliver superior business value to our customers. For example, pre-integrated straight through processing using AnnuityNet and LifeSpeed will speed order entry, reduce errors, and reduce processing costs for advisors, distributors and carriers.”

Dan Delity, SVP and Division Head of EbixExchange, said, ”Life insurance companies and their distribution partners can really benefit from streamlined workflows within SmartOffice as it relates to matured, established integrations and alignment with other EbixExchange solutions like LifeSpeed for order processing for example.”

Delity said, ”The EbixExchange Division is very pleased by the initial overwhelming interest and industry excitement for immediate term customer value. Customers are expressing excitement with the ability to rapidly complement CRM with the EbixExchange illustration tools, agent sales tools and electronic applications integrated. The complete agent desktop solution is now a reality with a single vision and vendor.”
 
aus der Diskussion: Ebix Inc. (765778)
Autor (Datum des Eintrages): watchi  (09.11.09 16:45:02)
Beitrag: 6 von 12 (ID:38349363)
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