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SmartOffice offers comprehensive web-based practice
management that helps you deliver superior client
service, increase revenues, and maintain compliance.
For hundreds of today’s top producers and the industry’s
leading financial services firms, web based CRM and
insurance agent software
from E-Z Data is the answer. Used by more MDRT and TOT
producers than any other system and by leaders like
Guardian,
HSBC,
Minnesota Life/Securian,
and Wachovia,
SmartOffice for Practice Management is a comprehensive
contact management system designed specifically for
financial services firms and top-earning professionals.
This specialized, advisor and
insurance agent software provides:
- Web based CRM access from any where, any time
- Ease of use and customizable desktop
- Comprehensive, grow-as-you-go solution set
- Online access for laptops and PDAs
- Excellent end-user and training support
SmartOffice for Practice Management provides these
valuable features to help agents and advisors deliver
superior solutions and higher levels of service,
resulting in increased customer loyalty, endless
referrals, and a growing book of business.
Features & Benefits
SmartOffice® provides a host of industry-specific
features for sales, marketing, and contact management.
Unlike providers who simply 'map' the industry's needs
into a solution designed for other types of companies,
SmartOffice®, a web based CRM, is built on a platform specifically
designed for companies just like yours.
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