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AALU
Quarterly - Winter 2008
The “Why” and “How” of Advisor Practice
Management Automation
By Dale Okuno, CLU, RIA
CO-Founder/President & CEO
E-Z Data, Inc.
Life Member MDRT
Life Insurance Selling Magazine
Automate Your Way To Success
"Jay Blanchard turbo-charges his sales cycle with SmartOffice"
Tech Decisions
Read how Minnesota Life settled on
SmartOffice as their solution.
"Providing marketing tools and support to a national distribution channel can be a challenge for
insurance carriers..."
Insurance Networking News
The New Face of CRM
"Along with 'dot-com,' another linguistic relic of the late 1990s is 'CRM.'"
Life Insurance Selling Newsletter
E-Z Data Expands DataXchange Online
"E-Z Data, Inc., a provider of front-office systems for insurance, broker-dealers, general agents, agents,
and investment advisors, has announced expansion of DataXchange™ Online, its data aggregation solution for the
insurance brokerage business."
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