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 zinnia.com.
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:
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