How to achieve a comprehensive audit trail for your insurance business, without the effort.

If you’re looking for a way to produce a comprehensive audit trail on individual clients with little effort, then CRM software could be the answer you’re looking for. CRM (Customer Relationship Management) software can effortlessly provide a detailed audit trail simply because of its design and functionality. Essentially a CRM records as much relevant customer information possible, among other functions.

Most CRMs allow interactions, activities and documents to automatically be saved to a client’s account as the user enters the information into the system. Not only does a CRM act as a core database of customer information which can help your team drive sales, but it delivers a complete client history. This is particularly beneficial when dealing with compliance and claims, reducing your business risk.

If this information particularly excites you then Ebix SmartOffice could be the CRM for your insurance business. The difference between most CRMs and SmartOffice is its focus on compliance. Unlike other CRMs the history is permanently recorded and cannot be changed by anyone. SmartOffice is integrated with Microsoft Office, allowing outlook emails to automatically be recorded to the client’s account in SmartOffice. As long as users are entering activities and attaching documents to clients’ files, which they would be anyway, then you have yourself a complete audit trail that didn’t require any extra effort.

If you’re interested in knowing more about what Ebix SmartOffice CRM software can do for your insurance business visit the Ebix website or contact our friendly team on or +61 2 8467 3000.

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2 thoughts on “How to achieve a comprehensive audit trail for your insurance business, without the effort.

  1. Pingback: What’s the secret to finding the right CRM for an insurance business? | Ebix Australia Blog

  2. Pingback: Why a CRM is an insurance broker’s bestfriend | Ebix Australia Blog

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