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In-Depth Review
SmartOffice®
E-Z Data, Inc.
918 East Green Street
Pasadena, California 91106
Telephone: 626-585-3505
Fax: 800-779-3123
Toll Free: 800-777-9188
Email: sales@ez-data.com
Web:
http://www.ez-data.com/
In 1986, E-Z Data began developing solutions to support agents and
advisors, giving them the power to leverage vital client information in a
way that facilitated everything from contact management and product
tracking, to needs analysis and relationship building.
Today, in addition to providing the industry's most trusted agency and
practice management solutions, we offer what is quickly becoming a new
industry standard for enterprise customer relationship management (CRM)
solutions. E-Z Data's proven solutions now address the CRM needs of the
entire financial services industry—from the home office, to distributors, to
insurance agents and investments advisors.
E-Z Data provides the industry experience, solutions, and services you need
to simultaneously lower operating costs and boost revenue. Today, more than
50 percent of the top 20 Fortune 500® Life Companies are E-Z Data clients.
We deliver:
- A wise investment for your business
- A quick, definitive return on investment
- Industry solutions with proven results
The result: a targeted solution that delivers ROI in the shortest
possible time frame!
Product: SmartOffice®
Current Version:
Category: SaaS Mid Market CRM Solution
Sub-Category: Vertical Solution - Financial
Services
Client Platform:
Server Platform:
Database Platform:
E-Z Data Solutions for Financial Services Enterprises
E-Z Data's solutions are offered both as software applications installed
in your environment or as an online solution managed in our world-class
hosting facility. Either way, your business will benefit from the most
comprehensive software available to address the unique needs of your
financial services organization.
SmartOffice® Enterprise
The industry-standard Customer Relationship Management (CRM) solution for
insurance and financial services, SmartOffice® Enterprise drives the
effectiveness of all distribution channels, enabling Agents and Advisors,
wholesalers, and brokerage groups to orchestrate their efforts using an
integrated, web-based platform.
SmartOffice®
Designed for mid-sized banks, broker-dealers, general agencies, or
divisions of large financial services companies striving to enhance the
value of their relationship with each customer, SmartOffice® combines
relationship management, transaction management, and the power and
flexibility of web-based, enterprise-class CRM to deliver an integrated
solution for your financial services business.
SmartOffice® Online
For agents, advisors, and financial services businesses who require a
practice management solution tailored to their unique needs, SmartOffice®
Online offers all the power of an enterprise-class practice and agency
management solution—without the burden of managing software and servers.
To learn more, visit
www.smartofficeonline.com
Client Data System®
The Client Data System® (CDS) is a Windows-based, modular, front office
system especially designed to increase the marketing, sales, and customer
servicing capabilities of investment advisors, insurance advisors, and the
companies they represent.
DataXchange™ Enterprise Server
Designed to simplify the movement of legacy and third-party data into
SmartOffice, DataXchange™ Enterprise Server benefits end users by providing
them complete visibility to client accounts including their policies,
pending cases, mutual funds, and other investments. Also designed to help
manage new business processing, DataXchange™ connects distributors with
manufacturers and service providers. A dedicated data movement solution,
DataXchange�� Enterprise Server speeds the rate of system adoption by agents
and advisors and becomes an indispensable resource for new business
operations.
Overview of E-Z Data Solutions and industry knowledge
SmartOffice is E-Z Data's web-based customer relationship management
(CRM) solution. A full-featured enterprise solution, SmartOffice takes full
advantage of centralized data. SmartOffice capitalizes on Internet
technologies, embraces best-of-breed applications, and is offered on
multiple platforms, in hosted environments, and in multiple languages.
Built on nearly two decades of insurance and financial services industry
experience and proven success, SmartOffice is designed to drive the
effectiveness of all distribution channels—from insurance agents and
investment advisors to wholesalers to brokerage channels—to orchestrate
their efforts using a single, integrated platform.
Deemed best-in-class by many of today's industry specialists, SmartOffice
provides robust pre-integration with other leading applications to deliver a
complete business solution that enables virtual plug-and-play capabilities
and leverages your existing IT investments. And to ensure that SmartOffice
delivers the greatest possible benefits in the shortest possible time, E-Z
Data offers a highly experienced, industry-focused implementation and
support team.
SmartOffice is configured to meet the unique needs of each distinct area
within insurance and financial services distribution:
Insurance Carriers
SmartOffice offers insurance organizations an innovative,
industry-specific approach to leveraging your valuable customer assets. From
customer database segmentation, to delivery of educational seminars and
marketing campaigns, to management of the back office brokerage and pending
case processing, to the tools needed by agents to deliver personalized
customer guidance, our integrated solutions help today's evolving insurance
organizations deliver more comprehensive service while helping to drive new
business and a greater share of each customer's total investment dollars.
SmartOffice is available for the areas of your business that can derive the
greatest benefits from a comprehensive customer relationship management
(CRM) solution:
- Agent/Advisor Practice Management
- Insurance Outbrokerage
- Wholesalers
Broker-Dealers / Wirehouses
The financial services industry has experienced more sweeping change in
the past few years than it has seen in its entire history. Technology has
changed how business is transacted. And regulatory changes have completely
altered the competitive landscape. Insurance, banking, and brokerage
businesses are competing in each other's markets. SmartOffice provides the
tools you need today to differentiate your offerings, deliver greater value
to each of your customers, and grow revenues and expand margins.
- Distribution Management
- Insurance Brokerage
- Advisor Practice Management
Banks
SmartOffice provides banks with both front-office solutions for
relationship management inside the branch, and the back-office solutions
needed to run the insurance brokerage. Combined with DataXchange for
movement of data between the agency and carriers, E-Z Data outfits your
banking institution with the solutions that open the door to selling
high-touch, high-margin financial products.
- Insurance Brokerage
- Investment Brokerage
- Financial Advisors
General Agencies (BGA/MGA)
SmartOffice® for Agency Management is designed to match the unique
requirements of each member of your General Agency team—from agency
principals to case managers to marketing personnel. SmartOffice is the
industry's only integrated CRM, marketing, and agency management system.
This web-based solution is designed to address the unique needs of today's
growing insurance agencies and brokerages.
Insurance and Investment Advisors
SmartOffice® for Practice Management is the choice of top producers. It
allows agents and advisors to develop that trusted relationship with each of
their clients through consistent marketing outreach, personalized solutions,
and responsive customer service.
Able to help you uncover the 'A' prospects hidden in your list of 'C'
accounts, SmartOffice helps your team accelerate the speed of everything
from new business processing, to portfolio management, to compliance and
commissions tracking, giving you more time to help support an expanding 'A'
list.
For pricing details, please contact the company directly.
We have no plans to review this product at this time.
Have a question about this program?
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& sweet, I will pop you back an answer. If the question requires further
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rich@sellmorenow.com !
This program is best suited for insurance companies, broker-dealers,
general agents, and investment advisors. The company's Web based Enterprise
CRM Platform (ECP) provides a comprehensive platform for synchronizing the
efforts of all the key players in sales, marketing, and customer service.
The company's clients include approximately 30 of the largest U.S. and
international insurance and financial services companies, including American
Express Financial Advisors, AXA Australia, Mutual of Omaha, ING, New York
Life, Prudential, and Wachovia Bank.
E-Z Data's domain expertise, coupled with mature industry specific business
components, results in consistently successful customer implementations.
Short List:
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