General Info

Founded in 1986, Ebix CRM develops solutions to support agents and advisors. It is located in Pasadena, Calif. The company serves carriers, including Anshin Life, Guardian Life, Humana, MarketPOINT, etc. Its clients also include AIG Broker Dealers, BRAMCO, CPS Insurance, HSBC, National Financial Partners and LifeMark Partners. Ebix CRM has partnership with the Allstate, American General, Albridge Solutions Inc., APS Workflow, Banner Life Insurance, APPS National and Aviva among others. The company has received ISO 27001 certification. It provides solutions, such as SmartOffice Premier Edition, SmartOffice CRM solution and SmartOffice Enterprise.