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In use by industry leaders for more than two decades,
E-Z Data solutions 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 you get, keep and grow enduring
and mutually profitable client relationships. Select the
solution designed to meet your specific business needs:
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SMARTOFFICE |
CANADIAN ADVISOR
EDITION |
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| Designed for: |
Financial Service
Intermediaries |
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| SmartOffice
Canadian Advisor Edition offers a bilingual and easy-to-use, web-based
automated practice management platform
to address the challenges of relationship management and
aggregation of client information — including
investments and policies tracking with compliance notes
and documents — to help you build and
maintain profitable relationships with your clients.
>>Find
out more |
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SMARTOFFICE
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AGENCY EDITION |
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| Designed for: |
National Accounts, MGAs,
AGAs, and PPGAs |
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SmartOffice Agency Edition for life insurance producer
groups is a web-based
solution that delivers integrated management reporting,
powerful case management, advisor tracking, policyholder
servicing, commission tracking, carrier CITS feed
processing, 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.
>>Find
out more |
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SMARTOFFICE
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ENTERPRISE EDITION |
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| Designed for: |
Insurance Carriers,
MFDA & IDA Dealers, Banks, Credit Unions |
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Enterprise implementations may relate to CRM and
practice management for all your intermediaries or a
producer relationship management solution for all your
wholesalers. You can even implement an integrated
approach to assist collaboration between your
intermediaries and your wholesalers.
>>Find
out more |
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