SmartLink for iPipeline

SmartLink for iPipeline
Accelerating the underwriting process
with faster pending case processing
D ATA S H E E T
In today’s fast paced and competitive environment, BGAs and agents need to have
n Improve customer the most current information at their fingertips — for every carrier and every plan.
But obtaining this necessary information can be extremely time consuming, taking
hours away from more valuable tasks, such as getting cases issued and building
client relationships.
Leveraging our partnership with iPipeline, an industry-leading data provider,
E-Z Data now offers SmartLink for iPipeline, an add-on module toEbix CRM’s
service by having
up-to-date plans, forms, and
under writing
requirements at
your fingertips
n Improve efficiency SmartOffice® solution that delivers carrier and plan data directly to your SmartOffice
desktop. This automated process helps eliminate the need for time-consuming
manual updates, allowing your staff to focus on activities that deliver higher value
to your business.
Streamline Your Pending Case Processing
by automatically creating and
updating carrier information
n Reduce errors
by eliminating
redundant data entry
A fully integrated product within the SmartOffice platform, SmartLink for iPipeline
lets users create an initial carrier feed within SmartOffice. Once the feed is created,
SmartLink maintains automatic updates from the carrier, including:
n Process more
business in
less time
• Underwriting requirements
• Forms
• Critical plan data
• Age calculations
• Policy fees
• Modal factors
• Correct NAILBA code
n Create a stream lined workflow
that generates
more sales
By leveraging data feeds from
iPipeline, you can increase accuracy, reduce the amount of
manual data entry required
for case processing, and give your staff the time they need to deliver top service
to your clients.
SmartLink
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SmartLink for iPipeline
provides these
valuable features:
>Carrier Feeds reduce or eliminate redundant data entry by case managers.
>Automatic Carrier Updates ensure that you have the most current
information — without having to contact each individual carrier.
>DataXchange
® provides
carrier feeds downloaded directly into the SmartCaseManager data fields. Case Managers can accept all updates
automatically, or use side-by-side processing to manually validate new data. DataXchange continually refreshes carrier data feeds, ensuring that your agency has the most accurate and up-to-date information.
Take the next
step toward
superior service,
greater growth,
& better business:
n SmartOffice®
>Web-based Solution provides Case Managers with immediate access
to carrier and plan information.
Professional Edition for Insurance Agents
n SmartOffice®
Premier Edition for Financial Advisors
n SmartOffice®
Premier Edition
for Brokerage
General Agencies
To learn more about the
SmartOffice solution
designed for your business,
call 800-777-9188 or go
to www.ezdata.com.
© 2009 Ebix, Inc. - SmartOffice is a registered trademark of Ebix, Inc. All other product names are trademarks of their
respective manufacturers or organizations. Functional and technical specifications provided herein are subject to change
without notice.
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