E-Z Data Clients M Financial and Securian Financial
to Speak at ACORD LOMA Insurance Systems Forum
Representatives from both organizations will lead sessions that include
their implementations of E-Z Data’s Web-based SmartOffice solutions
PASADENA, CA, May 10, 2005E-Z Data, Inc., the
leading provider of front-office systems for insurance companies, broker-dealers, general
agents, agents, and investment advisors, today announced that two of its industry-leading
clients will speak to attendees at sessions during the 2005 ACORD LOMA Insurance Systems
Forum, to be held at the Walt Disney World Dolphin Hotel on May 22-24, 2005.
Curt Rynties, Vice President of Information Technology for M Financial Group will speak
on ‘Easier Commissions Processing between Trading Partners.’ Curt is responsible for strategic
planning, management, operations, and delivery for all agency management, client service, and
sales generation technologies provided to the member firms of M Financial Group, a nationwide
network of independent insurance, investment and executive benefit companies. Mr. Rynties’ session
will be held on Monday, May 23, from 2:45-3:30 p.m.
Mary Anne Smith, FLMI, Director of Individual Business Technology for Securian Financial Group,
will speak on the ‘Tangible Benefits of Enterprise Web-based CRM.’ Securian Financial Group’s SmartOffice
implementation was recently recognized as this year’s Runner Up for E-Z Data’s annual Client Innovation Award.
Mary Anne is currently the Director of Individual Business Technology and has spent most of her career at
SFG in various positions supporting technology for both the Distribution and Manufacturing area of the company,
including: Marketing Systems development, Field Technology, Compensation and Administration systems. Ms. Smith’s
session will be held on Tuesday, May 24, from 9:45-10:30 a.m.
About the Event
The ACORD LOMA Insurance Systems Forum is designed to deliver strategies for business growth to senior level
management of today’s leading insurance organizations. Sessions are created to provide step-by-step strategies
to help companies increase revenue, manage expenses, ensure data integrity, meet project requirements and deadlines,
and protect each business. Through general, spotlight, and concurrent sessions, attendees will have access to valuable
information and a state-of-the-art exhibit hall, which includes dedicated demo areas and Real-time, Real-solution Tours.
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
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