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Client Success Stories

Client Success

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Press Releases
 

 
Ari D. Horowitz, LUTCF, CLTC (read article)
Success Secrets from a Court of the Table producer

 
Michael Herman, ChFC, LUTCF (read article)
Personalizing client relationships to create referrals

 
BRAMCO (download PDF)
Meeting the needs of the BGA with Web-Based Agency Management

 
Clarfield Financial Advisors, Inc. (download PDF)
Using Client Data System to build strong client relationships

 
Humana MarketPOINT (download PDF)
Expanding revenue channels using industry-specific CRM

 
Intermountain Financial Institutional Services (download PDF)
Helping Credit Unions win in today's competitive climate

 
J-Mar Associates Insurance Services (download PDF)
Moving to E-Z Data's web solution SmartOffice brings even greater benefits

 
Madison Planning Group (download PDF)
Using Client Data System to ease the transition from an agency into a full service financial firm

 
M.J. Smith & Associates (download PDF)
Getting organized and making more money with the help of the Client Data System

 
Securian Financial Network (download PDF)
Taking CRM To The Next Level By Migrating To The Web

 
Sun Life Financial (download PDF)
Leveraging A Strong Vendor Partnership To Accelerate Time-To-Benefit

 
Progressive Benefits Ltd. (download PDF)
Leveraging the power of opportunity management to tackle group benefits.
E-Z Data Podcasts

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'.
 


 
July 23, 2008 Webinar
 
  • 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

  • SmartOffice 6: Tips and Techniques: (download)
    Introduction to new features in SmartOffice version 6, including user tips and tricks


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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