Zinnia CRM
CRM Solutions for Insurance and Financial Services
Contact Us


EZ Data News & Events
Company
Press Releases

E-Z Data Specialist to Address Attendees of the LIMRA Annual Conference

Financial Services Veteran to Discuss Application of the Online One Card System™ at Special Event Sponsored by Lynette Owens & Associates

PASADENA, CA, October 12, 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 Tim Vannoy, CFP, ChFC, E-Z Data’s top consultant on the One Card System, will speak to attendees at a breakout session hosted by Lynette Owens & Associates at the 2004 LIMRA Annual Meeting, to be held in New York City from October 17-19, 2004.

Vannoy will address use of the One Card System to build stronger businesses. The discussion will offer a hands-on look at how OCS can be applied to streamline recruiting processes, increase agent productivity, and achieve greater accountability across the organization. The session will take place on Tuesday, October 19, at the Hilton New York’s Penthouse Suite.

Vannoy has more than 18 years experience in the financial services industry. His career with Connecticut Mutual Life in Omaha NE and later became a General Agent with the Ohio National Financial Services. Tim has qualified for the Million Dollar Round Table twice and has been actively involved in his local NAIFA association, serving as President in 1998. Tim completed the Agency Management Training Course (AMTC) in 1992. In 1998 he earned his CFP, and a year later he received his ChFC. Tim is currently a Corporate Account Manager and eOCS Consultant with E-Z Data.

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