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CRM Solutions for Insurance and Financial Services
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Client Success Stories
Client Success

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Michael L. Treiberg, CFP | Treiberg Wealth Management, Inc.
"We are very satisfied with our decision to switch to SmartOffice."

Wendy Kowalic | Predico Partners
"If you are looking to leverage the full capabilities of a CRM and need more than a roledex. This is the system to purchase."

Earle W. Henn, Jr. | Key Executive & Employee Plans, Inc.
"Ebix (formerly E-Z Data) delivers a time-tested CRM solution,
 plus a proven commitment to the business and
 the needs of their customers."

Nancy S. High | NSH Retirement Strategies
"I love the combination of SmartOffice, Albridge, and
 Laser App. Together they give me all the tools I need to
 run my business."

Steve Caldara | The Caldara Company
"SmartOffice makes me a major league player.
 The differences between SmartOffice and other
 systems are enormous."

Greg Patterson | Advisors Financial Group, Inc.
"SmartOffice helps me sleep better at night knowing
  that every piece of client history is at my fingertips."

Harriet Hall | Mammini Company
"SmartOffice makes it possible for me to deliver
  full-time results on a part-time schedule."

Lisa A. Allen | Partner/Co-Founder, PlanningWork$
"SmartOffice has evolved into a powerful financial services
  tool that makes us more efficient, accountable, and compliant."

Scott D. Bye | Owner & Financial Consultant, SDB Sports Management
"My clients – primarily professional athletes – demand personalized service.
  With SmartOffice, I can deliver top quality service and manage the diversity
  of products required to meet my clients’ constantly changing needs."

Debbie Gaydosh | Royalton Financial Group
"After using SmartOffice for more than a year,
  we continue to be surprised by all it can do."

Gary Schwartz | President & CEO, Madison Planning Group
"SmartOffice makes it easy for us to stay
  in top of mind with every one of our clients."

Richard C. Clouse, Jr. | CRPS, AIF
"SmartOffice makes it easy to build stronger relationships by helping me
  keep track of my clients."

Seneco & Associates, Inc.
Frank W. Seneco | President, Seneco & Associates, Principal, First Financial Resources
"A powerful system geared specifically for financial services professionals,
 SmartOffice will keep you organized, in touch, and on track—all to increase
 your production."

Alan Kaye Insurance Agency
Alan Kaye | Principal, Barry Kaye Associates
"The ability to access all of our data and share it among ourselves using
 SmartOffice has been a godsend."

Foord, Van Bruggen, Ebersole & Pajak
Chuck Ebersole CFP, ChFC, CLU | Co-founder and Partner, 32-year member MDRT
"The organizational capabilities of SmartOffice are phenomenal…you’ll impress
 the heck out of people by doing what you say when you say – every time."

MacLean Financial Group
Hawley MacLean | President & Owner
"When it comes to financial services CRM, Ebix (formerly E-Z Data)
 does it better than anyone else out there."

J-MAR Associates Insurance Services
Marc Jacoby | President & Owner, J-Mar Associates Insurance Services
"SmartOffice gave us the functionality we needed from a vendor
 we knew we could trust."
 

Brett Wackenhut
Financial Advisor | Fusion Financial Management
"No other CRM system can even compare to SmartOffice.
  Built specifically for advisors, it’s the best CRM system I’ve seen."

BRAMCO
Christopher Soniat | Director of Marketing
"SmartOffice supports multiple usage models, enabling us to use the solution for our own needs in dealing with the carriers, while giving our member agencies proven marketing and contact management tools to help them build better relationships with their customers."

Humana MarketPOINT
Terry Overstreet | Director of Agency Operations
"Everyone at Ebix (formerly E-Z Data) has been wonderful to work with; they’ve been responsive,
 and they’ve helped us get over the inevitable hurdles of the project."

Securian Financial Network
Mary Anne Smith | Director of Individual Business Technology
"We have found the Ebix (formerly E-Z Data) team to be good partners and creative in identifying solutions to everything we threw their way."
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