Guardian Life, Jefferson Pilot Financial, Securian Financial Network and Sun Life Financial to Present at E-Z Data’s Client Partner Conference

Event will highlight innovative use of enterprise CRM and practice management solutions in the insurance and financial services industry

PASADENA, CA, April 6, 2004—E-Z Data, Inc., the leading provider of front-office systems for insurance companies, broker-dealers, general agents, agents, and investment advisors, today announced that executive speakers from the insurance and financial services industry will discuss their innovative approaches to customer relationship management (CRM) and practice management at E-Z Data’s Client Partner Conference in San Francisco this week.

The Client Partner Conference is dedicated to exploring the business opportunities facing E-Z Data’s enterprise customer base, which includes such industry leaders as American Express Financial Advisors, New York Life, and Prudential.

Designed to provide open discussions focused on the potential of CRM within today’s insurance and financial services organizations, the Client Partner Conference includes keynote sessions, business and technical breakout sessions, and discussion panels. Case studies and user perspectives will be provided by E-Z Data clients in a variety of industry roles.

At the event, E-Z Data will recognize innovative and noteworthy achievements of one of its enterprise clients with the presentation of the company’s first annual Customer Innovation Award. Also, E-Z Data’s enterprise clients will hold the inaugural meeting of the newly formed Client Partner Advisory Committee, a client-run organization created to provide E-Z Data enterprise clients with a forum for communicating the evolving needs of the industry, as well as opportunities for objective discussion and client-to-client networking regarding best practices, products, services, technology, and communication provided by E-Z Data.

E-Z Data’s Client Partner Conference 2004 is exclusively focused on the use of CRM solutions at the enterprise level to address the business needs of larger insurance and financial services organizations. E-Z Data also offers practice management and agency management solutions that help insurance agents, financial advisors, distributor agencies, brokerages, and home office organizations drive maximum value from each client relationship. These solutions include Client Data System® (CDS®) and SmartOffice® Online. More information on these solutions can be found at www.smartofficeonline.com.

About E-Z Data, Inc.
Leading financial services organizations and top financial advisors worldwide rely on E-Z Data’s practice management, agency management, and CRM solutions to systematize proactive, hi-touch communication with clients, increase sales, and reduce operational costs. E-Z Data solutions are used by more than a quarter million financial services professionals and industry-leading firms including HSBC, M Financial, MetLife, National Financial Partners, ProEquities, Prudential, Royal Alliance, and Securian. For more information about E-Z Data’s solutions, go to www.ezdata.com or call 800-777-9188.

Contacts:

CaroleAnne Hardy
E-Z Data, Inc.
caroleanne@ez-data.com
626-585-3505