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Client Success |
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BRAMCO
(download
PDF)
Meeting the needs of the BGA with
Web-Based Agency Management |
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Progressive Benefits Ltd.
(download
PDF)
Leveraging the power of opportunity
management to tackle group benefits. |
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J-Mar Associates Insurance Services
(download
PDF)
Moving to E-Z Data's web solution
SmartOffice brings even greater benefits |
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Clarfield Financial Advisors, Inc.
(download
PDF)
Using Client Data System to build
strong client relationships |
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Madison Planning Group
(download
PDF)
Using Client Data System to ease
the transition from an agency into a full service financial
firm |
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Intermountain Financial Institutional
Services (download
PDF)
Helping Credit Unions win in today's
competitive climate |
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M.J. Smith & Associates
(download
PDF)
Getting organized and making more
money with the help of the Client Data System |
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Sun Life Financial
(download
PDF)
Leveraging A Strong Vendor Partnership
To Accelerate Time-To-Benefit |
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Securian Financial Network
(download
PDF)
Taking CRM To The Next Level By
Migrating To The Web |
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E-Z Data’s SmartOffice Online for Top Producers webinar
series is packed with great ideas for SmartOffice users!
Offered via live iLinc sessions every quarter, we are now
offering abridged versions of each session to you via download.
Don’t miss this opportunity to hear how two top producers
are using SmartOffice to support their practices and get
quick updates on new SmartOffice offerings and E-Z Data
happenings.
To download podcasts,
just right-click on the 'download' link and choose 'Save
Target As'.
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July 23, 2008 Webinar
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SmartOffice 6: Tips and Techniques:
(download)
While you’ve already been using SmartOffice 6 for
some time, this session will highlight specific ways
to help you get the most value the system.
Topics:
- The redesigned Homepage
- New features in the Calendar
- Protect Communication History (expanded compliance
support)
- SmartWebLeads
Note:
The iLinc player is required to run these
presentations. If you have attended iLinc sessions in
the past, the iLinc player should already be installed
on your computer, and the presentations will run automatically
by simply double-clicking on them after they are downloaded.
If you have not previously installed the iLinc player,
please download it
here.
June 11, 2008 Webinar
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SmartOffice 6: Tips and Techniques:
(download)
Introduction to new features in SmartOffice version
6, including user tips and tricks
October 2, 2007 Webinar
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Section 1: (stream
|
download)
Brief introduction and E-Z Data update from Morgan Underwood,
VP Marketing, E-Z Data
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Section 2: (stream
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download)
Interview with top producers Jay Blanchard & Laura Kelm,
Next Financial Group
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Section 3: (stream
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download)
Interview with top producer Peter Gaines, Integrated
Financial Partners, Inc.
May 24, 2007 Webinar
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Section 1: (stream
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download)
Brief introduction and E-Z Data update from Morgan Underwood,
VP Marketing, E-Z Data
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Section 2: (stream
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download)
Interview with top producer Sandra Thomas, Thomas &
Associates/Brecek & Young Advisors, Inc.
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Section 3: (stream
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download)
Interview with top producer Harvey Lazarus, Baystate
Financial Services
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Michael Weintraub
President
Contemporary Pensions
& Insurance Services Inc.
Jennifer Borislow, CLU
President
Borislow Insurance, Inc.
Gary Schwartz
President
Madison Planning Group, Inc.
Royal Alliance
Marc Silverman, CFP
President
Silverman Financial
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