Serving the financial services industry since 1986

E-Z Data began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, E-Z Data pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

Over the years, our solutions have evolved greatly, helping the industry leverage new technologies to support considerable shifts in the business needs of our users. E-Z Data solutions cover the full spectrum of financial services distribution – including insurance companies, general agents, banks, investment dealers, agents, and financial advisors. In use by more than half of the top 20 Fortune 500^® Life companies and more than 100,000 professionals worldwide, E-Z Data solutions are now considered the industry standard for agency management, practice management,
and enterprise CRM.

With management and support teams that offer unprecedented longevity in the business, highly proven solutions, and offices around the globe,
E-Z Data continues to strive toward our mission: delivering outstanding solutions that address the specialized needs of financial services professionals worldwide to help drive operational efficiencies, boost revenues, and support exceptional client service.
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