Articles

DMNews.com
M Financial Group turns to SmartOffice for CRM
by Lauren Bell

TMCNet.com
Knights of Columbus Works with E-Z Data
to Roll Out SmartOffice Solution
by Susan J. Campbell

Creative Edge
Best Practices on Autopilot
by Steve Ambuul

AALU Quarterly - Summer
The World Wide Force Multiplier
by M. Shayne Ruffing, CLU, ChFC, AEP

AALU Quarterly - Winter
The “Why” and “How” of Advisor Practice Management Automation
By Dale Okuno, CLU, RIA
CO-Founder/President & CEO
E-Z Data, Inc.
Life Member MDRT

Insurance Networking News
The New Face of CRM
"Along with 'dot-com,' another linguistic relic of the late 1990s is 'CRM.'"

Life Insurance Selling Newsletter
E-Z Data Expands DataXchange Online


TechDecisions
Preferred Carrier Case File
"Read how Minnesota Life is using SmartOffice to become a preferred carrier."

National Underwriter
CRM Systems Help Analyze Workflow, Profile Customers
"Reprinted with permission from National Underwriter (Edition: Life & Health/Financial Services) [10/02]. Copyright^© by The National Underwriter Company. All Rights reserved."

Press Releases

11.10.08
M Financial Group Moves to E-Z Data’s Hosted Version of SmartOffice, Transition Completed Ahead of Schedule

11.03.08
The Knights of Columbus Takes Insurance Sales Online with SmartOffice CRM

09.15.08
E-Z Data and Superior Mobile Medics Team Up

07.22.08
SmartOffice 6 Brings Customized Workflows
to the Financial Advisor Desktop

05.16.08
E-Z Data and EMSI Partner to Offer
Integrated Ordering of Underwriting Requirements

05.14.08
E-Z Data Named Top Provider of Distribution Technology

03.11.08
More than 35 Financial Services Organizations Attend
E-Z Data’s 12th Annual Client Partner Conference

01.21.08
E-Z Data Receives ISO 27001 Certification

12.14.07
E-Z Data Accepted into the IBM SOA Specialty

09.27.07
Brokerage General Agencies Share Insights and Technology at E-Z Data’s 2007 Client Partner Conference for BGAs