Ebix CRM
CRM Solutions for Insurance and Financial Services
Canada   Contact Us


EZ Data News & Events
Company
Press Releases

E-Z Data’s DataXchange Online Delivers Value
to Growing Number of Carriers and their Agencies

Pasadena, CA, June 28, 2007 – E-Z Data, Inc., a leading provider of front-office systems for insurance companies, general agents, banks, investment dealers, agents, and financial advisors, announced today that additional carriers have been added to its fast growing community of DataXchange™ Online subscribers. West Coast Life, Sun Life Financial, and The Phoenix Companies, Inc. recently joined other top carriers using DataXchange Online, a data aggregation solution for the insurance brokerage industry, to electronically provide new business status, policy, and commission information to their independent distribution channels.

“At West Coast Life, we put a high priority on delivering the highest possible service to our agencies,” said Doug Adam, President, West Coast Life. “Our use of DataXchange Online supports this goal by giving us the ability to push current underwriting activity and pending case status to our distributors’ administration systems. Providing this visibility significantly reduces the number of calls and emails required by both parties to manage applications through the approval process.”

"One of our key strategies is to deliver excellent New Business service," said Michele Van Leer, Senior Vice President & General Manager, Individual Insurance, Sun Life Financial. "A key to providing this service is to keep the lines of communication with our customers open. DataXchange Online provides our distribution partners with electronic underwriting and case status updates. This electronic push communication keeps everyone informed during the new business process. Overall, this regular and frequent level of communication helps us reduce the cycle time for our customers from application received to policy mailed."

DataXchange Online is used by more than 45 insurance companies to exchange new business and policy information with over 200 distributors nationwide. Designed specifically to meet the insurance brokerage industry’s unique data-integration needs, DataXchange Online provides a managed and secure service for moving critical application- and policy-related information among insurance carriers, information service providers, third-party distributors, and insurance agents and advisors. DataXchange Online facilitates the many-to-many trading partner relationships associated with independent distribution by allowing each subscriber to electronically exchange data with every one of its many trading partners via a single interface. DataXchange Online is compatible with ACORD and NAILBA data standards and requires no proprietary software in the carrier’s data center.

About E-Z Data, Inc.
Leading financial services organizations and top financial advisors worldwide rely on E-Z Data’s practice management, agency management, and CRM solutions to systematize proactive, hi-touch communication with clients, increase sales, and reduce operational costs. E-Z Data solutions are used by more than a quarter million financial services professionals and industry-leading firms including HSBC, M Financial, MetLife, National Financial Partners, ProEquities, Prudential, Royal Alliance, and Securian. For more information about E-Z Data’s solutions, go to www.ezdata.com or call 800-777-9188.

Contacts:

CaroleAnne Hardy
E-Z Data, Inc.
caroleanne@ez-data.com
626-585-3505

Back to Press Releases
Copyright 2012 Ebix, Inc. Terms of Use Privacy Policy Sitemap Send us Feedback