THE CRM SOLUTION FOR FINANCIAL ADVISORS

1 Some of our industry integration partners THE CRM SOLUTION . FOR FINANCIAL . Fidelity ADVISORS . Wealthscapesm Copyright 2017 Ebix Inc. - 042717. Access SmartOffice data anywhere, anytime using the device of your choice. To learn more, call 251 S. Lake Ave., Suite 200, Pasadena , CA 91101. P: 800-777-9188 | E: | W: The CRM SOLUTION for FINANCIAL ADVISORS Management Reporting lets you easily create Investment solutions Ebix's SmartOffice helps you achieve your goals by addressing standard and custom reports that provide visibility into Investment Tracking helps ADVISORS grow a profitable your immediate needs and giving you the flexibility to add operations. From the amount of selling activity taking managed account business. Download FINANCIAL data features as you grow your business. As one of the industry's place, to the flow of pending cases through the agency, from leading data providers at the touch of a button, most proven solutions , SmartOffice is a flexible, robust platform to the underwriting experience and placement ratios and then export client accounts and positions to that delivers tangible business benefits.

2 SmartOffice with carriers, management can gain an understanding popular sales illustration and needs-analysis programs. is the only web-based SOLUTION on the market designed from of where to focus their attention. The Asset Allocation feature helps manage assets, the ground up to help FINANCIAL services professionals deliver MS Office Integration allows you to access SmartOffice identifies when a client's assets are out of balance, excellent client service, create trusted relationships and without ever leaving Office applications like Outlook and alerts ADVISORS . generate more revenue. and Excel. Downloads/Integrations (partial list). Sales & Marketing solutions Custom Information Core System Features - Albridge Web Services - TD Ameritrade - Investigo / Broadridge - Sterne Agee Dashboards SmartOffice Anywhere provides REAL browser/device Opportunity Tracking helps track and manage every - DAZL. - DST.

3 Independence and access to your CRM data anywhere, sales opportunity. A detailed Opportunities Dashboard - National FINANCIAL / Fidelity - Raymond James - Pershing - LPL Branchnet (per advisor ). anytime no plug-ins or extra modules necessary. gives management instant visibility into each opportunity Pending Case Management helps you take control Client Tracking helps manage valuable information to determine the best course of action. Views include SmartView for Clients leverages the power of your of multi-carrier, multi-product new-business processing such as personal, family, business, key relation, and opportunity-specific activities and communication, web-based SmartOffice SOLUTION to publish detailed by leveraging Ebix's DataXchange SOLUTION to household policy data. An integrated SmartPad tracks where each opportunity falls within the sales pipeline, policy and investment portfolio information to a secure automatically download carrier status updates directly each activity and interaction, capturing notes, email and how actuals compare to the sales forecast.

4 Web page, giving clients the information they need to make into the policy data fields. Case managers can text, appointments, phone calls, and more. Lead Tracking helps your organization effectively important decisions day or night, seven days a week. accept home office updates automatically or use Activity Tracking & History helps schedule and track manage and distribute new leads. Measure the side-by-side processing to manually validate new data. the history of all client/case advisor activities. Log effectiveness of marketing campaigns by tracking the Insurance solutions Pending Case Downloads (partial list). appointments, phone calls, projects, and associated follow-up and successful close of new business. Policy Tracking covers all types of policies (including action items. Receive optional prompts for scheduling Event Tracking helps you and your staff manage every Life, DI, Medical, LTC, Annuity, Group, Auto, - AIG - North American - Allstate - Pacific Life follow-up actions.)

5 Managers can schedule events for aspect of event planning from initial marketing Homeowner, and Umbrella) and lets you view policy - Aviva USA - Phoenix Companies their staffs, including assignments, team meetings, and outreach, to follow-up communication, attendee information globally or by individual, group, or - The AXA Group - Protective Life other critical business events. Auto-alerts provide call registration, on-site planning, and lead tracking. household. You can also track the purchase or sale of - Genworth FINANCIAL Group - Prudential - ING Group - SBLI. and appointment reminders. subaccount shares for variable life policies. - Legal and General American - Securian Calendar/Time Management provides day, week, and Commission Tracking for ADVISORS (Lite Version) helps - Lincoln FINANCIAL Group - Sun Life FINANCIAL calculate and track commissions due and paid for each - Manulife FINANCIAL - Transamerica month views, group and resource scheduling, and - MetLife - United of Omaha appointment and event planning.

6 Quickly view policy sold by the advisor . It also forecasts forecast - Nationwide unfinished and overdue projects; print a daily, weekly, expected commissions and reconciles payments from carriers. Group Benefit Tracking helps track group benefits or monthly itinerary; or find a block of time available data, giving you the information you need to advise for a team meeting. Production Dashboard provides a consolidated view your business clients on which products to add to their Document Tracking captures and logs both electronic of production numbers for individual ADVISORS , branch employee compensation packages, as well as track key and scanned documents, attaching them to the case offices, or organizations in a clear, easy-to-understand employees to cross-sell individual products. or the contact. This feature supports virtually all format. The production numbers are rolled up nightly from the information entered into the SmartCaseManager Commission Tracking (Full Version) helps track and Windows-compliant document and image file types.

7 Detailed Client manage commissions to ensure payment from every Advanced Search makes it fast and easy to find module. These numbers appear on each advisor 's Management carrier and payment to every agent. Commission individuals or businesses by partial name, lead source, record and can also be included in Dynamic Reports specialists can build contracts and track commissions phone number, or Social Security number. Search for analysis. at user-defined hierarchy levels to identify, report, supports a multitude of additional fields including city, and resolve unpaid commissions. This feature can state, zip code, policy number, account number, and more. also build commission projections to assist with revenue forecasting. 2 3. The CRM SOLUTION for FINANCIAL ADVISORS Management Reporting lets you easily create Investment solutions Ebix's SmartOffice helps you achieve your goals by addressing standard and custom reports that provide visibility into Investment Tracking helps ADVISORS grow a profitable your immediate needs and giving you the flexibility to add operations.

8 From the amount of selling activity taking managed account business. Download FINANCIAL data features as you grow your business. As one of the industry's place, to the flow of pending cases through the agency, from leading data providers at the touch of a button, most proven solutions , SmartOffice is a flexible, robust platform to the underwriting experience and placement ratios and then export client accounts and positions to that delivers tangible business benefits. SmartOffice with carriers, management can gain an understanding popular sales illustration and needs-analysis programs. is the only web-based SOLUTION on the market designed from of where to focus their attention. The Asset Allocation feature helps manage assets, the ground up to help FINANCIAL services professionals deliver MS Office Integration allows you to access SmartOffice identifies when a client's assets are out of balance, excellent client service, create trusted relationships and without ever leaving Office applications like Outlook and alerts ADVISORS .

9 Generate more revenue. and Excel. Downloads/Integrations (partial list). Sales & Marketing solutions Custom Information Core System Features - Albridge Web Services - TD Ameritrade - Investigo / Broadridge - Sterne Agee Dashboards SmartOffice Anywhere provides REAL browser/device Opportunity Tracking helps track and manage every - DAZL. - DST. independence and access to your CRM data anywhere, sales opportunity. A detailed Opportunities Dashboard - National FINANCIAL / Fidelity - Raymond James - Pershing - LPL Branchnet (per advisor ). anytime no plug-ins or extra modules necessary. gives management instant visibility into each opportunity Pending Case Management helps you take control Client Tracking helps manage valuable information to determine the best course of action. Views include SmartView for Clients leverages the power of your of multi-carrier, multi-product new-business processing such as personal, family, business, key relation, and opportunity-specific activities and communication, web-based SmartOffice SOLUTION to publish detailed by leveraging Ebix's DataXchange SOLUTION to household policy data.

10 An integrated SmartPad tracks where each opportunity falls within the sales pipeline, policy and investment portfolio information to a secure automatically download carrier status updates directly each activity and interaction, capturing notes, email and how actuals compare to the sales forecast. web page, giving clients the information they need to make into the policy data fields. Case managers can text, appointments, phone calls, and more. Lead Tracking helps your organization effectively important decisions day or night, seven days a week. accept home office updates automatically or use Activity Tracking & History helps schedule and track manage and distribute new leads. Measure the side-by-side processing to manually validate new data. the history of all client/case advisor activities. Log effectiveness of marketing campaigns by tracking the Insurance solutions Pending Case Downloads (partial list).