EZ Data

CRM Solutions for Insurance and Financial Services



E-Z Data Partners
Partners
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Delivering the Power of Integration
E-Z Data solutions are designed to easily integrate with other leading software applications and data providers to deliver a best-of-breed solution that addresses your specialized needs – regardless of the role you play in financial services. From investment and pending case data downloads to insurance forms to valuable third-party software, E-Z Data offers dozens of pre-built integrations to choose from. Click below for more information.

      Locate Company:

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

AIG
Website:
www.aig.com
Description: AIG, AIG/US Life
Relationship: Pending Case Download, Policy Application Upload
Albridge Solutions Inc. (Datasheet)
Website: www.albridge.com
Description: SmartLink for Albridge Solutions
Relationship: Investment Position Download
The AXA Group
Website: www.axa.com
Description: AXA, AXA/MONY
Relationship: Pending Case Download

 
Banner Life Insurance
Website:
www.lgamerica.com
Description: Legal & General
Relationship: Pending Case Download

 
Companion Life
Website:
www.mutualofomaha.com
Description: United of Omaha
Relationship: Pending Case Download

 
DAZL (Data Access Zip Link) (Datasheet)
Website: www.dazl.com
Description: SmartLink for DAZL
Relationship: Investment Transaction Download
DST Systems (Datasheet)
Website: www.dstfanmail.com
Description: SmartLink for DST
Relationship: Investment Transaction Download
EbixExchange
Website:
www.lfg.com
Description: SmartLink for Winflex
Relationship: Application Integration
Efficient Technology Inc. (Datasheet)
Website: www.lfg.com
Description: SmartLink for Quik! Forms
Relationship: Application Integration
Financial Profiles, Inc. (Datasheet)
Website:
www.profiles.com
Description: SmartLink for Financial Profiles
Relationship: Application Integration
First Penn Pacific Life
Website: www.lfg.com
Description: Lincoln Financial Group
Relationship: Pending Case Download
Fiserv (formely Resource Trust IMS) (Datasheet)
Website: www.fiserviss.com
Description: SmartLink for Fiserv
Relationship: Investment Transaction Download
GE
Website:
www.genworth.com
Description: GE Long Term Care
Relationship: Pending Case Download
General American Life
Website: www.metlife.com
Description: Metropolitan Life Insurance
Relationship: Pending Case Download
Genworth Financial Group
Website: www.genworth.com
Description: Genworth Life Insurance Company of New York, Genworth Life and Annuity Insurance Company, Genworth Life Insurance Company
Relationship: Pending Case Download
ING Group
Website:
www.ing.com
Description: ING/Reliastar, ING/Reliastar NY, ING/Security Life of Denver
Relationship: Pending Case Download
Intellisys
Website: www.gointellisys.com
Description: SmartLink for Intellisys
Relationship: Application Integration
Jefferson Pilot Insurance
Website:
www.lfg.com
Description: Lincoln Financial Group
Relationship: Pending Case Download, Inforce Policy Download
John Hancock
Website: www.manulife.com
Description: Manulife
Relationship: Pending Case Download
Laser App Software(Datasheet)
Website: www.laserapp.com
Description: SmartLink for Laser App
Relationship: Application Integration
Legal and General America, Inc.
Website: www.lgamerica.com
Description: Banner, William Penn
Relationship: Pending Case Download

 
Life and Annuity Company of Connecticut
Website: www.metlife.com
Description: Metropolitan Life Insurance
Relationship: Pending Case Download
Lincoln Financial Group
Website: www.lfg.com
Description: First Penn Pacific, Jefferson Pilot, Lincoln Life Annuities of NY, Lincoln Life Insurance Company
Relationship: Pending Case Download, Inforce Policy Download (JP)
Lincoln Investment Planning, Inc. (Datasheet)
Website: www.lincolninvestment.com
Description: SmartLink for Lincoln Investment Planning, Inc.
Relationship: Pending Case Download
LPL (Linsco Private Ledger) (Datasheet)
Website: www.lpl.com
Description: SmartLink for LPL
Relationship: Investment Transaction Download
Manulife Financial
Website:
www.manulife.com
Description: John Hancock/Manulife
Relationship: Pending Case Download
MassMutual (Datasheet)
Website: www.massmutual.com
Description: MassMutual Financial Group
Relationship: Inforce Policy Download, Investment Position Download
MessageVision (Datasheet)
Website: www.messagevision.com
Description: SmartLink for MessageVision
Relationship: Application Integration
Metropolitan Life Insurance
Website: www.metlife.com
Description: First MetLife Investors, General American Life, Life and Annuity Company of Connecticut, MetLife Insurance Company of Connecticut, MetLife Investors, MetLife Investors USA, Metropolitan Life Insurance, Metropolitan Tower Life, New England Financial
Relationship: Pending Case Download
National Financial (Datasheet)
Website: www.nationalfinancial.com
Description: SmartLink for National Financial
Relationship: Investment Transaction Download
Nationwide
Website: www.nationwide.com
Description: Nationwide Life Insurance Company
Relationship: Pending Case Download

 
New England Financial
Website: www.metlife.com
Description: Metropolitan Life Insurance
Relationship: Pending Case Download
North American Company for Life and Health
Website: www.nacolah.com
Description: North American Company for Life and Health
Relationship: Pending Case Download
Pacific Life
Website:
www.pacificlife.com
Description: Pacific Life Insurance Company
Relationship: Pending Case Download
PaperClip
Website: www.paperclip.com
Description: SmartLink for Paperclip
Relationship: Application Integration
Pershing (Datasheet)
Website: www.pershing.com
Description: SmartLink for Pershing
Relationship: Investment Transaction Download
Phoenix Companies
Website: www.phoenixwm.phl.com
Description: Phoenix Life Insurance Company
Relationship: Pending Case Download
Protective Life
Website: www.protective.com
Description: West Coast Life
Relationship: Pending Case Download
Prudential
Website: www.prudential.com
Description: Prudential Life Insurance Co., Prudential CO of NJ, Prudential Insurance Company, Prudential Life and Annuity, Prudential Select Life
Relationship: Pending Case Download, License and Appointment Download, Policy Application Upload
Raymond James Financial (Datasheet)
Website: www.raymondjames.com
Description: SmartLink for Raymond James
Relationship: Investment Transaction Download
Rydex Financial Services (Datasheet)
Website: www.rydexfs.com
Description: SmartLink for Rydex
Relationship: Investment Transaction Download
Sterne Agee Clearing (Datasheet)
Website: www.salclearing.com
Description: SmartLink for Sterne Agee
Relationship: Investment Transaction Download
Sun Life
Website: www.sunlife.com
Description: Sun Life
Relationship: Pending Case Download
TD AMERITRADE (Datasheet)
Website: www.tdainstitutional.com
Description: SmartLink for TD AMERITRADE
Relationship: Investment Transaction Download
United of Omaha
Website:
www.mutualofomaha.com
Description: United of Omaha, Companion Life
Relationship: Pending Case Download

 
The Vanguard Group, Inc. (Datasheet)
Website: www.vanguard.com
Description: SmartLink for The Vanguard Group
Relationship: Investment Transaction Download
Walnut Street Securities, Inc. (Datasheet)
Website: www.walnutstreet.com
Description: SmartLink for Walnut Securities
Relationship: Investment Transaction Download, Endorsement
West Coast Life
Website: www.protective.com
Description: Protective Life
Relationship: Pending Case Download
William Penn Life Insurance
Website: www.lgamerica.com
Description: Legal & General
Relationship: Pending Case Download

 


 

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