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Client Success |
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Ari D. Horowitz, LUTCF, CLTC
(read
article)
Success Secrets from a Court of
the Table producer |
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Michael Herman, ChFC, LUTCF
(read
article)
Personalizing client
relationships to create referrals |
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BRAMCO
(download
PDF)
Meeting the needs of the BGA with
Web-Based Agency Management |
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Clarfield Financial Advisors, Inc.
(download
PDF)
Using Client Data System to build
strong client relationships |
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Humana MarketPOINT
(download
PDF)
Expanding revenue channels using
industry-specific CRM |
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Intermountain Financial Institutional
Services (download
PDF)
Helping Credit Unions win in today's
competitive climate |
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J-Mar Associates Insurance Services
(download
PDF)
Moving to E-Z Data's web solution
SmartOffice brings even greater benefits |
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Madison Planning Group
(download
PDF)
Using Client Data System to ease
the transition from an agency into a full service financial
firm |
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M.J. Smith & Associates
(download
PDF)
Getting organized and making more
money with the help of the Client Data System |
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Securian Financial Network
(download
PDF)
Taking CRM To The Next Level By
Migrating To The Web |
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Sun Life Financial
(download
PDF)
Leveraging A Strong Vendor Partnership
To Accelerate Time-To-Benefit |
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Progressive Benefits Ltd.
(download
PDF)
Leveraging the power of opportunity
management to tackle group benefits. |
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E-Z Data’s SmartOffice Online for Top Producers webinar
series is packed with great ideas for SmartOffice users!
Offered via live iLinc sessions every quarter, we are now
offering abridged versions of each session to you via download.
Don’t miss this opportunity to hear how two top producers
are using SmartOffice to support their practices and get
quick updates on new SmartOffice offerings and E-Z Data
happenings.
To download podcasts,
just right-click on the 'download' link and choose 'Save
Target As'.
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July 23, 2008 Webinar
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SmartOffice 6: Tips and Techniques:
(download)
While you’ve already been using SmartOffice 6 for
some time, this session will highlight specific ways
to help you get the most value the system.
Topics:
- The redesigned Homepage
- New features in the Calendar
- Protect Communication History (expanded compliance
support)
- SmartWebLeads
Note:
The iLinc player is required to run these
presentations. If you have attended iLinc sessions in
the past, the iLinc player should already be installed
on your computer, and the presentations will run automatically
by simply double-clicking on them after they are downloaded.
If you have not previously installed the iLinc player,
please download it
here.
June 11, 2008 Webinar
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SmartOffice 6: Tips and Techniques:
(download)
Introduction to new features in SmartOffice version
6, including user tips and tricks
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Michael Weintraub
President
Contemporary Pensions
& Insurance Services Inc.

Jennifer Borislow, CLU
President
Borislow Insurance, Inc.

Gary Schwartz
President
Madison Planning Group, Inc.
Royal Alliance

Marc Silverman, CFP
President
Silverman Financial
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