EbixExchange and CapitalRock have entered into a strategic partnership and reseller agreement
A division of Ebix, Inc., EbixExchange is the premier On-Demand Software Exchange that offers products and services that automate, expedite, and improve the process for the life insurance, annuity, property & casualty, and health insurance industries.
As part of the agreement EbixExchange would resell CapitalRock's RightBridge technology to its clients.
Officials with CapitalRock said that the firms will work together to more closely integrate the company’s RightBridge technology with the Ebix (News - Alert) CRM SmartOffice system.
The companies will also work together to deploy a version of RightBridge sold by EbixExchange as an add-on for SmartOffice retail customers.
Company officials said that the RightBridge solution uses a sophisticated business intelligence and analytics engine to analyze clients' accounts, policies, holdings, transaction history and demographic information to determine the most appropriate and relevant sales opportunities for financial professionals to discuss with their clients.
"Using the Smart Integrator we integrated SmartOffice data into RightBridge last year. We are excited to further our relationship with EbixExchange as SmartOffice is a leading CRM system for financial services," said John Hyde, president and CEO at CapitalRock, in a statement.
Hyde said that agents and financial professionals have made SmartOffice the central hub for their client data and RightBridge can leverage that data to identify more sales opportunities for advisors while maintaining a trusted relationship.
"We are committed to making SmartOffice the center of agent productivity and embedding RightBridge into SmartOffice allows agents and financial professionals to drive additional sales opportunities directly from SmartOffice I'm confident RightBridge can drive a significant increase in sales for SmartOffice Users and any product we can offer that helps drive revenue and ROI for our customers is a positive," said Dan Delity, senior vice president of Ebix Exchange.
A leading international supplier of software and e-commerce solutions to the insurance industry, Ebix, Inc., is a publicly-held corporation. Anil Sharma is a contributing editor for TMCnet. To read more of his articles, please visit his columnist page.