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The Knights of Columbus Takes Insurance Sales
Online with SmartOffice CRM
E-Z Data delivered the
customized, hosted solution in record time to accelerate
business processes and improve service to agents and
members
PASADENA, CA, November 3, 2008 – E-Z
Data, a top provider of client relationship
management (CRM) & practice management solutions
for the financial services industry, today
announced that the Knights of Columbus has
completed the roll-out of the web-based
SmartOffice solution to its more than 1,400
agents serving more than 1.75 million Knights of
Columbus members and their families. The
customized solution, hosted by E-Z Data, was
delivered on time and on budget, and has
increased data security and centralized the
distribution of member data to streamline
operations and reduce costs.
The Knights of Columbus project brings more than
1,000 additional users to the SmartOffice user community
of financial services professionals, including insurance
companies, banks, broker-dealers, general agents,
agents, and investment advisors.
“Our goal is to continue to deliver the highest possible
service to our members. To do so, we needed to shift to
a web-based, hosted CRM solution that was easy for our
agents to learn and use, and that delivered deep
customizations delivered by a partner we could trust,”
said Thomas Smith, Executive Vice President, Knights of
Columbus. "SmartOffice provides us with the ideal
solution. Now our entire sales force has access to the
most current data using the web. From conversion
services to customizations to training, E-Z Data
delivered on time and on budget.”
The Knights of Columbus tailored the solution to
satisfy the unique business requirements of a fraternal
benefit society. Working with E-Z Data’s development
team, Knights of Columbus used E-Z Data’s DataXchange
platform to load policy, agent, contact, user, and
office data directly from the source system into
SmartOffice. The team also used E-Z Data’s integration
toolkit, SmartIntegrator, to deliver a custom
integration to an existing inforce illustration system.
The solution supports the U.S. and Canadian field forces
in both English and French Canadian languages. The
result is a virtually paperless environment that
streamlines and accelerates the sales, marketing, and
member servicing.
"I compliment the Knights of Columbus and the E-Z
Data teams that started the project at the beginning of
2008 and completed the rollout to the entire sales force
in less than 10 months with excellent results,” added
Smith. “SmartOffice is giving us better visibility and
control of data that used to reside on hundreds of
laptops. We now have a platform to support stronger
marketing, sales, and client servicing processes.
SmartOffice also keeps us on track to support our 2009
plans to add additional integrations such as pending
case status feeds, leads management, and licensing and
appointments.”
About The Knights of Columbus
The Knights of Columbus is a fraternal benefits
society and is the world’s largest lay Catholic
organization with more than 1.75 million members. The
organization’s primary mission is to help families
secure their financial futures through its top-rated
portfolio of life insurance, long term care insurance,
and annuity products.
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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