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The SmartOffice Difference

The SmartOffice Difference. Ryan McMurray Broker Dealer Account Manager. Key Differentiators. Financial Services Domain Expertise Customization Connectivity Data Movement Mobility Compliance & Security. Company Background. Ebix, Inc. originally founded in 1976 as Delphi Systems, Inc.

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The SmartOffice Difference

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  1. The SmartOffice Difference Ryan McMurray Broker Dealer Account Manager Ebix Inc., Confidential

  2. Key Differentiators • Financial Services Domain Expertise • Customization • Connectivity • Data Movement • Mobility • Compliance & Security Ebix Inc., Confidential

  3. Company Background • Ebix, Inc. originally founded in 1976 as Delphi Systems, Inc. • Headquarters in Atlanta – Georgia • 1,800 employees servicing 4,000 customers in 52 countries on six continents • Provides end to end solutions ranging from: • CRM for Practice & Agency management • Infrastructure exchanges & carrier systems • Custom software development for all entities involved in the financial services industries • Listed on NASDAQ as EBIX, Member of Russell 2000 Index and the Standard & Poor's Small Cap • Market Cap nearing $600 million • $200 million Revenue Run Rate • 44 Consecutive Quarters of Revenue and Net Income Growth • Ranked the 2nd Best Investment in the world and the 4th Fastest Growing Company in the world by FORTUNE Magazine Ebix Inc., Confidential

  4. Ebix Clients* Distributor Manufacturer Advisor 250+ BD’s, BGAs, Banks, Investment Firms, & Clearing Firms: Thousands of individual financial advisors & insurance agents: 70+ financial services carriers: * Partial List Ebix Inc., Confidential

  5. Industry Adoption • SmartOffice • 125,000+ Users • VitalSalesSuite • Vital Signs: 110,000 users • Vital Term: 115,000 users • WinFlex • 34 Carriers • 55,000+ Users • 15,000,000 Illustrations/yr. • AnnuityNet • 56 carriers • 300+ distributors • Annuity Premium: Over $60 billion • 250,000+ users • LifeSpeed • 255,000+ applications per year Ebix Inc., Confidential

  6. SmartOffice • Broker Dealer Home Office • Common CRM platform allows the home office to facilitate collaboration between the home office and field to support key processes • OSJ / Middle Management • OSJ’s and middle managers can gain the benefit of a unified database, a system that supports their advisors’ practice management needs on a common platform. • Practice Management • Provides advisors and their staff a robust practice management, workflow and sales tracking system with freedom of choice to integrate with other applications and data providers. Ebix Inc., Confidential

  7. Built for Wealth Management • Comprehensive Wealth Management Platform • Investment Transaction downloads since 1992 • Integrated with: • Multiple clearing firms • Custodians • Broker Dealer Back Office Systems • Data aggregators • Portfolio Management Systems • Consolidated Investment Reporting Ebix Inc., Confidential

  8. Role Specific Vision, Goals Revenue Metrics Employee Metrics Customer Service Metrics Customer Segmentation Sales Performance Territory Management Marketing Effectiveness Relationship Management Phone / CTI Email Leads Management Campaign Management Leads, Prospects & Clients Key Relationships Referral Management Marketing Advisor Desktop Customer Service Customer Loyalty Staff Collaboration Call Scripting Cross Marketing Customer Outreach Mobile Staff Collaboration Activity Management Operations & IT Management Service Process Management Client Touches Reporting Website Integration Reporting & Analytics Sales Process Management Client Reports Integrations SmartIntegrator Back Office Management Employee Management Administrative Controls Quality Assurance Performance Management Fulfillment, Forms / Supplies Employee Helpdesk Ebix Inc., Confidential

  9. Integrations* NATIONAL FINANCIAL a Fidelity Investments company Ebix Inc., Confidential Ebix Inc., Confidential * Partial List

  10. SmartIntegrator • SmartIntegrator (SI) is the integration layer of SmartOffice • A well-defined interface to communicate with SmartOffice • Standards • Open architecture • Programming Language Agnostic • Supports virtually any programming environment - Java, C#, VB.Net, C++, PHP, PERL, Python • XML over Https (secure) • Ebix and Partners use SI extensively for our “out-of-the-box” integrations • Many of our customers (Enterprise, Distribution, Advisors) use SI • MetLife, Securian, AIG Advisor Group, M Financial, NFP, First Heartland, HSBC, Wells Fargo, Principal Financial Group, JHFN, MassMutual, etc. • Flexible Development Options • Customer develops the solution • Ebix develops the solution • 3rd party develops the solution Ebix Inc., Confidential

  11. Benefits of SI • User Interface (UI) and workflow changes • Simplify, replace and build a new interfaces and workflows • Building custom UIs for large GA’s or Advisors to satisfy their unique requirements • Launch applications from within SmartOffice and passing information • Needs analysis, illustrations, fillable forms, web-based policy admin systems, licensing & appointment systems, etc. • “Deep Link” integrations between systems • Data processing – client-by-client or batch • Export/Import, background/foreground, just-in-time-update

  12. Enterprise View PARENT Model 2: Multiple SmartOffice configurations with Enterprise View • Home Office Eastern GA OSJ Advisor 1 Staff 1 Advisor 2 Staff 2 Advisor 3 Staff 3 Advisor 4 Staff 4 Western GA OSJ Advisor 1 Staff 1 Advisor 2 Staff 2 Advisor 3 Staff 3 Advisor 4 Staff 4 CHILD Model 1: Single Office with multiple user logins Advisor 5 Advisor 6 Advisor 7

  13. Enterprise View Benefits • Complete View and Oversight • “Parent” office can view data in any “child” office • Distribution Reporting: Report on any child or group of child offices • Resource Sharing • Investment and Insurance Product data • Reports library • Screen Templates • User Templates • Correspondence/Letter Templates • Home Screen Dashboard sharing • Marketing efficiencies • The ability to cross-market throughout the entire organization, or by child office, or groups of child offices. • Leads Distribution • Sales Opportunity Management

  14. Enterprise View Benefits • Collaboration (Impersonate Mode) • “Virtual Assistant” concept • Assist with work in the child office • Calendaring (both ways) • Clean & Simple • Any database conversion from other systems can be inserted into the hierarchy, creating a simple and clean transition - there will be no co-mingling of data from other systems • Exit Strategy • Should an Advisor leave for whatever reason, the Home Office /OSJ has more options on how to handle the child office. Ebix Inc., Confidential

  15. Enterprise View • BD Model 2: Multiple SmartOffice configurations with Enterprise View • Home Office • OSJ • Compliance Eastern GA OSJ Advisor 1 Staff 1 Advisor 2 Staff 2 Advisor 3 Staff 3 Advisor 4 Staff 4 Western GA OSJ Advisor 1 Staff 1 Advisor 2 Staff 2 Advisor 3 Staff 3 Advisor 4 Staff 4 • Advisor Model 1: Single Office with multiple user logins Advisor 5 Advisor 6 Advisor 7

  16. Compliance • Protect Communication History • SEC 17a3 & 17a4 • Audit trail of every iterative version • WORM • SmartPad (historical library) • Emails sent via Outlook & Lotus Notes archived and locked Ebix Inc., Confidential

  17. Hosted SmartOffice Management Operations Applications Service control Infrastructures Appliances Security • ISO 27001 certified operation • Senior Management commitment • ISO Certified since 2007 • Last audit completed in Dec, 2012 • SAS 70 certified in three co-location facilities • SunGard, Savvis, Smyrna • 3rd party Security Services • Quarterly Vulnerability Threat Analysis (VTA) • Annual Penetration Test performed • Awareness Training • Annual mandatory security awareness training for all employees • Additional training for DBA’s, System Administrators and Developers • Active internal auditing team • Managed Intrusion Detection Systems • HIDS, NIDS Auditing Policies

  18. In Closing • Customization • Connectivity • Data Movement • Mobility • Compliance & Security Ebix Inc., Confidential

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