Zinnia CRM
CRM Solutions for Insurance and Financial Services
Contact Us


EZ Data News & Events
Company
Press Releases

E-Z Data Recognized for Continued Commitment
to ACORD Standards

Company Receives Certification Award at the ACORD LOMA Insurance Systems Forum

PASADENA, CA, May 23, 2005—E-Z Data, Inc., a leading provider of front-office systems for insurance companies, broker-dealers, general agents, agents, and investment advisors, today announced that it received a 2005 Certification Award at yesterday’s ACORD Awards Luncheon at the ACORD LOMA Insurance Systems Forum. The award was presented to E-Z Data to recognize the company’s continued leadership in standards adoption.

The award, created to recognize a distinct area of achievement in the area of ACORD standards, was received for E-Z Data’s SOAP interface, or 302 Holding Search (Receiver) – a certification that was developed to meet the needs of Jefferson Pilot Financial (JPF). The resulting business transaction was co-developed with JPF to provide the company’s field wholesalers with up-to-date producer and sales data received via wireless devices, allowing them to better manage their daily activities. The system interfaces with JPF’s legacy systems and maintains hierarchies and sales data for each of the company’s eight distribution channels – including more than 68,000 producer records.

“E-Z Data has been very active in working with ACORD to help establish and implement industry standards for over a decade,” said Muthu Arumugham, Vice President of Technology, E-Z Data. “Our team is very pleased to receive this Certification Award for our dedication to ACORD and implementing the newest standards.”
Having serviced the insurance and financial services industry exclusively since 1986, E-Z Data was among the first in the industry to build ACORD standards into its web-based software solutions. E-Z Data’s web-based SmartOffice® solutions and Windows®-based Client Data System® solution help synchronize the efforts of all the key players in sales, marketing, and customer service.

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

Back to Press Releases
Copyright 2012 Ebix, Inc. Terms of Use Privacy Policy Sitemap Send us Feedback