Case Study: Barry Kaye Associates centralizes client data and improves collaboration with Ebix SmartOffice

Barry Kaye Associates - Customer Case Study

Ebix helped Barry Kaye Associates overcome the challenge of managing client data across four separate and disconnected systems. Their goal was to consolidate this information, improve team collaboration across multiple states, and gain better search capabilities to identify client needs and manage pending cases more effectively.

Using Ebix's SmartOffice, which featured Outlook integration, Activity Management, and SmartCaseManager, the firm consolidated its data into a single system. The solution provided Barry Kaye Associates with a unified database, enabling any staff member to instantly address client questions and identify up-selling opportunities. This resulted in improved sales process management through predictable workflows and significantly increased reporting capabilities.