SmartOffice Delivers Integration with Laser App and WinFlex Web

New SmartLink integrations leverage client data to automate best practices, eliminate redundant data entry, and accelerate business processes

Pasadena, CA, May 10, 2007 – E-Z Data, Inc., a leading provider of front-office systems for insurance companies, broker-dealers, general agents, agents, and investment advisors, today announced the availability of integrations between SmartOffice, the company’s web-based practice and agency management solution, and two industry-standard applications: Laser App and WinFlex Web. SmartOffice users can now easily launch these applications and populate the associated fields with contact, family, and financial information from within SmartOffice. As a result, users can dramatically reduce redundant data entry and human error, and save the time and cost associated with completing a variety of fundamental business activities.

SmartLink for Laser App: Leverages SmartOffice data to automatically populate a wide variety of financial forms – including broker-dealer, clearing firm, mutual fund, insurance, and annuity forms – with up to 80 percent of the required information. The simplified process accelerates application processing, improves the clarity of every application, and significantly reduces NIGO (Not In Good Order) applications. For more information on Laser App, go to www.laserapp.com.

SmartLink for WinFlex Web: SmartOffice users can launch WinFlex Web to easily run comparative illustrations using existing SmartOffice data. Once an illustration is created, a PDF version of the illustration can be saved in the client’s SmartOffice record. For more information on WinFlex Web, go to www.winflexweb.com.
“E-Z Data is committed to continuously expanding the value of SmartOffice by offering essential integrations with top industry applications,” said Dale Okuno, CLU, E-Z Data’s president and CEO. “The new SmartLink integrations support our clients by helping them deliver fast, efficient client service by improving workflow and reducing the rework associated with redundant data entry.”

For more information about E-Z Data’s solutions, go to www.ezdata.com or call 800-777-9188.

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