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Insurance Agency Management System
 

Insurance Agency Management Software

SmartOffice® for Agency Management from E-Z Data is the industry's only insurance agency management system that delivers integrated contact management, marketing, and sales management tools. This web-based insurance agency software is designed to address the unique needs of today's growing insurance agencies and brokerages.

Built on nearly two decades of experience addressing the unique requirements of the industry, SmartOffice for Agency Management is pre-configured to incorporate the valuable capabilities you need most to drive better, more efficient business practices. Whether you are a Brokerage General Agency or a General Agency at a financial services organization, SmartOffice for Agency Management provides the capabilities you need to drive operational excellence and greater revenues.

Installed in your office or on-demand via the Internet, the SmartOffice agency management system is the top choice of today’s industry leaders.

Features & Benefits
 

Base System Features

New Business Processing

Contact Management

Marketing

Available Options

Data Source Interfaces


    Investments

  • DST FAN Mail
  • PFPC / DAZL
  • Albridge
  • Pershing
  • National Financial (NFS)
  • IMS


    Forms and
    Plan Data

  • DataXchange Carrier Product
    and Plan
Request Information

"We are determined to make the relationship between ourselves, our agents, and our carriers totally efficient and seamless. We discovered first-hand that putting SmartOffice in the hands of highly qualified case managers moved us forward in achieving this goal."

Allan D. Gersten
CLU, ChFC, CFP Chairman & CEO
First American Insurance Underwriters of Needham

(click on a screenshot)

Insurance Agency Software
Agent Records

Agency Management System
Contract Tracking

Insurance Agency Software
License Tracking

Agency Management System
Agent Marketing

Insurance Agency Software
Pending Case

Agency Management System
Commission
Tracking

Insurance Agency Software
Calendar Management

Agency Management System
MS Outlook Interface

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