for Financial Advisors

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1 for Fiacial Advisors P R O D U C T O V E R V I E W SmartOffice helps growig firms tur ew busiess ito log-term relatioships

2 for Fiacial Advisors Your busiess has evolved to iclude a expadig clietele, a icreasig umber of busiess systems, ad a larger staff. To maage this growth, you eed a techology solutio that addresses your chagig eeds ad provides the flexibility ad power to support your busiess today ad far ito the future. Tie it all together to support your growig busiess SmartOffice is a moey makig software package. It will make your life easier, faster, ad better by helpig you promote ew busiess, service ad maitai your existig cliets, ad grow your practice. Gary Schwartz Presidet, Madiso Plaig Group, Ic. Royal Alliace SmartOffice eables growig firms to maage multiple lies of busiess ad a large umber of cliets from aywhere, aytime all while icreasig the persoal level of service that secures your positio as your cliets most trusted advisor. A easy-to-use, idustry-specific software solutio, SmartOffice is desiged to help you tie together the diverse pieces of your busiess people, process, ad systems. SmartOffice eables you ad your staff to share iformatio from a cetralized database. As a result, your etire office ca do busiess faster, ad build ad maitai strog cliet relatioships that drive more busiess.

3 Grow your firm with valuable busiess beefits SmartOffice gives you the tools you eed to excel i the areas most critical to your busiess growth: Marketig & Sales: Idetify ad act o opportuities with ew ad existig cliets Customer Service: Deliver cosistet value to retai happy cliets ad geerate referral-based growth Reportig: Provide your cliets with cosolidated fiacial reports Compliace: Reduce the liability ad exposure of your firm ad cotrol your sales processes ad practices Busiess Value: Optimize the value of your firm by creatig a orgaized, maageable, ad collaborative framework for your busiess The biggest advatage of SmartOffice is that, because it s web-based, I ca use it from aywhere. As a busy advisor, I kew this could double or eve triple the beefits of the solutio compared to my old system. Peter Gaies, CLU, ChFC Itegrated Fiacial Parters Licol Fiacial

4 Software desiged for the way you do busiess With growig busiess pressures, you eed much more tha just cotact maagemet. You eed a solutio that ca tie together your etire busiess, leveragig iformatio from a variety of sources to help you streamlie fiacial services busiess processes, esure SmartOffice compliace, execute effective marketig programs, ad exceed your cliets customer service expectatios all while drivig sales to a all-time high. Desiged by top advisors to meet your specialized eeds, SmartOffice delivers prove results. Fiacial Advisor Package * Icludes features to support the specific eeds of your growig advisory practice Cliet Data Trackig & Searchig Quickly access ad use all of your valuable cliet iformatio Caledar & Activity Maagemet Maage all of your activities i oe easy-to-use repository Microsoft Office Itegratios Outlook, Word, ad Excel ca be used from withi SmartOffice to save time ad improve workflow Household Trackig Group members together to easily produce cosolidated fiacial reports Marketig Maagemet Drive more busiess with effective marketig campaigs Ivestmet Trackig Easily track ad maage cliet assets to help grow a profitable maaged accout busiess Ivestmet Data Dowload Get ivestmet trasactio ad positio iformatio from Albridge, DST, Pershig, etc. dowloaded directly ito SmartOffice Policy Trackig Maage all types of policies, icludig share balaces for variable life policies Maagemet Reportig Create reports to quickly determie where process improvemets are eeded across the firm Optioal Modules * Additioal tools to address specialized requiremets Mobile Access Access SmartOffice wirelessly from your iphoe, Adroid, BlackBerry or laptop Software Itegratios Share data with eeds aalysis, illustratios, ad forms software at the touch of a butto Additioal Data Dowloads Dowload ivestmet data from Albridge, DST, Pershig, Fidelity, ad others Sales Opportuity Trackig Esure every sales lead reaches its full potetial Olie Cliet View Give your cliets olie access to their portfolios via a secure web page Semiar Trackig Maage every aspect of evet plaig to esure successful semiars * Please see the Features Overview for additioal iformatio.

5 Step 1: Covert your existig data Fast, accurate data coversio from your existig software is the key to helpig you get the most from SmartOffice right away. Ebix CRM offers stadard coversios from a variety of systems, icludig ACT, Advisor s Assistat, FDP Cotact Parter, GBS, Goldmie, Juxure, Redtail, SalesForce.com ad Microsoft Outlook. We ca also covert your data from most ay other database system. Step 2: Lear the SmartOffice basics ad more SmartOffice users ca start accessig the system as soo as your licese is activated. Ad while may of the features are ituitive, you ll wat to take advatage of the available traiig optios to be sure you get the most from every system feature. SmartStart Traiig SmartStart is a pre-packaged, role-specific curriculum desiged to help your team quickly ad easily lear the most valuable features of SmartOffice. SmartStart gives users cofidece i the solutio ad helps them start seeig beefits right away all at o additioal cost. O-Demad Olie Traiig Library SmartOffice comes with a extesive library of olie traiig videos that ca be accessed from your ow computer 24/7. Pre-recorded courses from itroductory cocepts to advaced cocepts provide the guidace you eed to get the most from your SmartOffice solutio. Istructor-Led Olie Traiig For teams kickig off a office-wide SmartOffice implemetatio or for periodic refresher courses, you may prefer a tailored, iteractive traiig sessio i which studets follow alog with the istructor from the comfort of their desk. Step 3: Let Ebix CRM hold your had No matter how user-friedly a solutio is, learig a ew system ca sometimes feel dautig. That s why Ebix CRM offers ulimited access to its experieced, kowledgeable, ad friedly support team. You ca cotact the support team via telephoe, , or fax to get the aswers you eed, whe you eed them. Gettig started is as easy as Ebix CRM offers olie traiig, which we ve used to trai o specific fuctioality, but i geeral the solutio is so ituitive that most users are able to just tur it o ad dive right i. Marlo Brascomb J-Mar Associates

6 SmartOffice Fiacial Advisor Package Features Overview Cliet Data Trackig & Searchig With the ability to quickly ad easily avigate your data i SmartOffice, you ca use this wealth of iformatio to track ad search for iformatio better tha ever before. Easily ad quickly search for idividuals or busiesses by partial ame, lead source, phoe umber, address or custom filter. Maitai a detailed, olie record of cliet ad accout iformatio, icludig persoal, family, busiess, key relatios, ad household data. Capture ad log otes, text, appoitmets, phoe calls eve electroic ad scaed documets ad attach them to the cliet s SmartPad record i SmartOffice. Get a cosolidated view of all assets, ivestmets, et worth, fiacial goals, accouts, letters, ad existig policies for idividuals, households, or group beeficiaries. Caledar & Activity Maagemet SmartOffice gives you the power to maage all of your activities i oe easy-to-use repository. The itegrated olie caledar provides day, week, ad mothly views, group ad resource schedulig, ad appoitmet ad evet plaig. Schedule ad track the history of all cliet activities ad quickly view ufiished or overdue projects. Easily log appoitmets, phoe calls, projects, ad associated actio items, ad receive optioal prompts for schedulig follow-up activities. View a daily, weekly, or mothly itierary to easily schedule evets such as team meetigs ad other critical busiess activities. Microsoft Office Itegratios SmartOffice is itegrated with Microsoft Office products, icludig Outlook, Word, ad Excel. SmartOffice automatically posts outgoig ad icomig Outlook s to each cliet s SmartPad, providig a complete commuicatio history icludig all attachmets without the hassle of double etry. To simplify the reportig process, reports ru i SmartOffice ca be moved directly ito Excel. Household Trackig Use your existig cliet data to create uique households. By easily groupig members together, you ca quickly build detailed fiacial reports for each household, icludig a cosolidated view of policies, ivestmets, accouts, letters, ad policy claims from people who are associated as a family or group of beeficiaries. Get visibility to household icome, assets, et worth, ad fiacial goals. Marketig Maagemet Leverage the valuable iformatio i your SmartOffice database to drive more effective marketig campaigs. From list geeratio to mass ad direct marketig to campaig maagemet, you ca create more value ad drive more busiess. Cross-referece various kids of iformatio usig dyamic filters ad customized sets to target marketig campaigs to the best possible demographic. Defie uique cotact sets to geerate specialized campaigs, the distribute via prited mail-merge letters or broadcast /fax based upo the recipiet s preferred commuicatio method. Whe used with Sales Opportuity Trackig, you ca easily track ad measure the impact of each marketig campaig by trackig the umber of leads geerated, who they were assiged to, ad their curret stage i the sales cycle. Ivestmet Trackig Grow a profitable maaged accout busiess by easily dowloadig fiacial data from leadig data providers at the touch of a butto, ad the exportig cliet accouts ad positios to popular sales illustratio ad eeds aalysis programs. The Asset Allocatio feature helps maage assets, idetifies whe a cliet s assets are out of balace, ad alerts advisors whe accouts eed rebalacig. Ivestmet Data Dowloads* Work faster ad smarter by gettig ivestmet trasactio ad positio iformatio dowloaded directly ito SmartOffice where it ca be used for cliet service, reportig, ad marketig all without redudat data etry. Dowloads are available from Albridge, Broadridge/Ivestigo, DST Famail, Pershig, Natioal Fiacial/Fidelity (NFS), Raymod James, Lisco Private Ledger (LPL), TD Ameritrade, ad more. * For a complete list of dowloads, go to Policy Trackig Use your kowledge to make iformed recommedatios. Leverage SmartOffice to track Life, DI, Medical, LTC, Auity, Group, Auto, Homeower, ad Umbrella policies. View policy iformatio globally or by idividual group or household, as well as track the purchase or sale of subaccout shares for variable life policies. Maagemet Reportig Easily create stadard ad custom maagemet reports to provide visibility ito operatios. From the amout of sales activity takig place, to ew ivestmet dollars beig acquired, to the flow of pedig cases through the firm, advisors ca gai a uderstadig of where to focus their attetio.

7 Other fiacial advisors are always impressed by the fact that we have over $400 millio Optioal Modules Mobile Access Access the power of SmartOffice from your iphoe, ipad, Adroid, Blackberry, SmartPhoe or laptop computer. Maage your caledar, keep track of cotact iformatio, capture meetig outcomes, map directios, ad quickly locate policy ad ivestmet iformatio for each cliet. Software Itegratios* MoeyGuidePro leverages your existig cliet data to build high value plas i the MoeyGuidePro program. Usig itegratios with leadig ivestmet ad policy data providers, users ca access the most curret ivestmet ad policy data available, ad the populate MoeyGuidePro right from the SmartOffice desktop. Fiacial Profiles+ combies the power of both solutios, elimiates redudat data etry, ad provides cosolidated views of key cotact activity ad related busiess iformatio, alog with detailed aalysis ad summaries, all i a easy-to-use format. Laser App pulls cliet data directly from your SmartOffice database ad automatically eters the right iformatio ito the associated fields i the fiacial forms you use every day. Quik! Forms elimiates redudat data etry by leveragig your SmartOffice database to automate the form-fillig process, savig you valuable time. * For a complete list of available itegratios, go to Sales Opportuity Trackig Track ad maage every sales opportuity. A detailed Opportuities Dashboard gives maagemet istat visibility ito each opportuity to determie the best course of actio. Views iclude opportuity-specific activities ad commuicatio, where each opportuity falls withi the sales pipelie, ad how actual results compare to the sales forecast. Olie Cliet View Leverage the power of the iteret ad your SmartOffice solutio to publish your cliets detailed policy ad ivestmet portfolio iformatio to a secure web page, givig them the iformatio they eed to make importat decisios day or ight, seve days a week. Semiar Trackig Easily maage every aspect of evet plaig from iitial marketig outreach, to follow-o commuicatio, attedee registratio, o-site plaig, ad lead trackig ad follow-up. uder maagemet ad oly eight full-time employees. Without our Ebix CRM solutio, maagig that level of busiess could take 15 people or more. Mark J. Smith M.J. Smith ad Associates Raymod James

8 Software desiged for the way you do busiess To lear how SmartOffice helps established advisors grow their firms, call or go to About EBIX A leadig iteratioal supplier of O-Demad software ad E-commerce services to the isurace ad fiacial services idustry, Ebix, Ic., (NASDAQ: EBIX) provides ed-to-ed solutios ragig from CRM to ifrastructure exchages, carrier systems, agecy systems ad BPO services to custom software developmet for all etities ivolved i the fiacial services idustry. With 23 offices across Sigapore, Australia, the US, New Zealad, Idia ad Caada, Ebix powers multiple exchages across the world i the field of wealth maagemet ad isurace while coductig i excess of $100 billio i premiums o its platforms. Through its various SaaSbased software platforms, Ebix employs hudreds of professioals to provide products, support ad cosultacy to thousads of customers o six cotiets. Ebix s focus o quality has eabled it to be awarded Level 5 status of the Caregie Mello Software Egieerig Istitute s Capability Maturity Model (CMM). Ebix has also eared ISO 9001:2000 certificatio for both its developmet ad BPO uits i Idia. For more iformatio, visit the Compay s website at Ebix, Ic. - SmartOffice is a registered trademark of Ebix, Ic. All other product ames are trademarks of their respective maufacturers or orgaizatios. Fuctioal ad techical specificatios provided herei are subject to chage without otice. (101812) CC#011911