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In use by industry leaders for more than two decades,
E-Z Data solutions for CRM, practice, and agency
management are trusted across the industry to help
improve marketing efforts, provide valuable reporting
capabilities that drive better business decisions, and
create a customer-centric environment that helps
increase sales revenues. Select the solution designed to
meet your specific business needs:
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SMARTOFFICE |
PROFESSIONAL EDITION |
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Insurance Agents |
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| SmartOffice
Professional Edition offers easy-to-use, web-based solutions
to address the challenges of relationship management, insurance
policy tracking, and client service to help you build and
maintain profitable relationships with your clients. |
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SMARTOFFICE
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PREMIER EDITION |
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SmartOffice Premier Edition for Financial Advisors is a
comprehensive, web-based solution that delivers
industry-specific practice management tools, investment
data downloads, and integration with other applications
to help growing firms manage multiple lines of business
and service a large number of clients from anywhere,
anytime. |
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SMARTOFFICE
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PREMIER EDITION |
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| Designed for:
Brokerages/ General Agencies |
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SmartOffice Premier Edition for BGAs is a web-based
solution that delivers integrated management reporting,
powerful case management, and complete marketing and
sales tools to help streamline and manage the
complexities of today’s brokerage business to reduce
case processing time, identify new sales opportunities,
and enhance client service. |
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SMARTOFFICE
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ENTERPRISE EDITION |
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Designed for: |
Wholesalers
Insurance Carriers
Broker-Dealers
Banks |
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>>Find
out more
SmartOffice Enterprise Edition delivers the proven
scalability, data security, and customization
capabilities required to support CRM initiatives within
the corporate enterprise. Trusted by more than 50 of
today’s top financial services organizations,
SmartOffice provides an industry-specific feature set on
a proven, web-based platform. |
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CLIENT DATA SYSTEM
(windows based) |
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Designed for: |
Insurance
Agents
Financial Advisors |
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>>Find
out more
Client Data System® (CDS) is a modular, Windows-based
solution designed to provide comprehensive,
industry-focused practice and contact management.
Trusted by top producers worldwide, CDS is proven in
practice to help increase the marketing, sales, and
contact management capabilities of investment advisors,
insurance advisors, and the companies they represent. |
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