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CRM Solutions for Insurance and Financial Services



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Life Insurance Selling Magazine
10.15.05

Automate Your Way to Success
"Jay Blanchard turbo-charges his sales cycle with SmartOffice"

Tech Decisions
09.01.05

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
12.01.04

The New Face of CRM
"Along with 'dot-com,' another linguistic relic of the late 1990s is 'CRM.'"

Life Insurance Selling Newsletter
11.01.04

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."

TechDecisions
09.01.04

Preferred Carrier Case File
"Read how Minnesota Life is using SmartOffice to become a preferred carrier."

National Underwriter
10.21.02

CRM Systems Help Analyze Workflow, Profile Customers
"Reprinted with permission from National Underwriter (Edition: Life & Health/Financial Services) [10/02]. Copyright © by The National Underwriter Company. All Rights reserved."

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