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Securian Receives Insurance Technology Award
Securian Financial Group is the 2005 recipient of the prestigious A.M. Best E-Fusion
award for customer management technology.
ST. PAUL, Minnesota, October 28, 2005—Securian's entry was ClientConnect, a web-based contact management system that enables advisors and firms in
the Securian Financial Network to track data about clients and the products and services
they own and use. Mary Anne Smith, director, Individual Business Technology, says Securian
started developing ClientConnect in 2002.
"We needed to modernize our approach to providing client management capabilities to our
field so we completely retooled our technology," says Smith. "Our firms tell us ClientConnect
provides all the functionality they need to effectively market and manage to their client base."
Smith says Securian started with SmartOffice®, a customer relationship management program from
E-Z Data, Inc., a provider of front-office systems for insurance companies (www.ezdata.com). Securian
built on SmartOffice, customizing existing functionality to meet the needs of Securian's field force.
The system also supports detailed tracking of life insurance, investments, disability income, long-term
care, medical, homeowner, and umbrella policies.
In a presentation to the E-Fusion judges, Pat Kulzer, manager, Client Development and Marketing
Strategies, noted that "The system helps firms become more efficient, productive, and profitable.
ClientConnect offers a multitude of client management capabilities today and we will add even more in
the future," he added.
Seventy insurance companies applied for the award in any of six categories, with one company receiving
the award for each category. In the customer management category, ClientConnect competed with 18 companies
for the E-Fusion honor.
"At Securian, we apply technology as needed to be competitive in each of our markets," said Jean Delaney
Nelson, VP, Chief Information Officer. "ClientConnect provides the state-of-the-art client management
capabilities our field force needs to be competitive."
Securian Financial Group (www.securian.com) was founded in 1880 and provides financial security for
individuals and businesses in the form of insurance, retirement plans and investments. Its affiliates include
Minnesota Life Insurance Co., Advantus Capital Management, Allied Solutions, Securian Retirement Savings,
Securian Financial Services, and Securian Trust. Securian has more than $462 billion of life insurance in
force, nearly $26 billion in assets under management, and a combined work force of more than 5,000 employees
and advisors in its St. Paul, MN headquarters and offices across the country. Securian serves more than 8,000,000
individuals in all 50 states and Puerto Rico.
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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