EbixCash - SOA 1.0

Ebix Inc ❘ Freeware ❘
iOS

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In my assessment, SmartOffice Anywhere provides on-the-go professionals with fast, on-demand access to critical client data, appointments, and tasks. The solution emphasizes mobile productivity within the SmartOffice ecosystem.

As a mobile customer relationship management (CRM) tool, it is tailored for insurance agents, financial advisors, and other professionals in financial services.

SmartOffice Anywhere is available exclusively to SmartOffice customers.

From a practical perspective, the platform is designed to keep users productive wherever business takes them, offering the following capabilities:

<ul>
 <li>Contacts: Access client contact information, initiate calls or emails quickly, and use integrated maps to reach meetings on time.</li>
 <li>Appointments: View and manage meetings, calls, and other engagements in a single interface.</li>
 <li>Tasks: Organize daily tasks and track their completion to maintain focus on priorities.</li>
 <li>Notes: Capture notes about client interactions using the device’s keyboard or voice input.</li>
 <li>Productivity: The Dashboard provides metrics on daily output, including tasks completed and appointment hours scheduled, to support performance tracking.</li>
 <li>Insurance and Investments: Review details of clients’ policies and investments to inform understanding of their financial needs; monitor the status of new business, including quotes and illustrations.</li>
</ul>

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