“A One Stop Life Insurance Resource.”

Agency Mgmt Systems & CRM

Agency Mgmt Systems & CRM

Customer relationship management (CRM) is a technology for managing all your relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability. An Agent uses a CRM for prospecting potential customers and track communication for sales with existing customers. It is also used for marketing purposes. A wholesaler of Life Insurance like a BGA will use a CRM for agent recruitment and sales contact management with agents. A BGA becomes the back office for Agents for new business processing, licensing & contracting, and commission accounting. Over the years many Agency Management Systems have been built on top of CRMs. As a result, the BGA may integrate a CRM for their sale’s teams as well as offer CRM to their agents with the ability to integrate the information with the BGAs AMS. This is why InsurTech Express is combining information for CRMs and Agency Management Systems on the same solution page. Ken Leibow

Equisoft / centralize


Connect Your Operations to Automation & Data

The most powerful way to connect carriers’ feeds, parameds, clients, policies, and other contracting and compliance systems to a single platform.


Equisoft/centralize is an agency management system connecting all stakeholders for streamlined insurance distribution and commission management.

Equisoft / connect


Manage Meaningful Client Relationships, Not Data


Powerful CRM software designed to help advisors and enterprises spend less time maintaining data, and more time engaging customers.

Equisoft/connect is a web-based CRM solution designed specifically for advisors seeking to optimize their business practices.

Ebix SmartOffice 2019 Highlights

Highlights include improved multi-record selection in lists, an Audit Wizard for quickly generating compliance documentation, and an option to mark imported addresses and phone numbers as Primary. In our mobile app, you can now sign in using face or fingerprint authentication, and you can use the app to generate codes for two-factor authentication in SmartOffice Pro. Checkout the full list of changes: RELEASE NOTES

Ebix SmartOffice CRM & AMS Solution

SmartOffice CRM and Agency Management System (AMS): An easy-to-use, web-based, industry-specific CRM and AMS solution, SmartOffice ties together the diverse pieces of your business—people, process, and systems. As a result, your entire office can do business faster, and build and maintain strong client relationships that drive more business. Ebix has many videos explaining all the CRM and AMS modules on the YouTube Smart Office Channel.


Salesforce is a cloud-based customer relationship management (CRM) platform for supercharging every part of your company that interacts with customers — including marketing, sales, commerce, service, and more.

HQ for Operations, Sales and Management. HQ is a CRM and an AMS. Case Management, Commissions, Licensing & Contracting, Marketing and Imaging all in one system.


Agency Integrator gives BGAs, marketing organizations, financial institutions and banks a centralized database to manage their day-to-day insurance operations. Agency Integrator users are able to track insurance transactions from pre-sale to commissions, communicate with agent customers on case status and generate comprehensive reports throughout the process.

Other Services

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