EZ Data

CRM Solutions for Insurance and Financial Services



EZ Data Products
Products
SMARTOFFICE | PROFESSIONAL EDITION
for Insurance Agents
Insurance Agency Software Marketing & Sales: Identify and act upon opportunities with new and existing clients
Insurance Agency Software Customer Service: Deliver consistent value to retain happy clients and generate referrals
Insurance Agency Software Policy Tracking: Manage all types of policies, including share balances for variable life policies
Insurance Agency Software Reporting: Provide your clients with consolidated financial reports
Insurance Agency Software Compliance: Maintain comprehensive client journals that include e-mail communication, document history, and all relevant attachments
Insurance Agency Software Business Organization: Transform your entire business into a manageable, shareable frameworks

SmartOffice Professional Edition can help you take your practice to the next level by providing the tools you need to attract and retain high net worth, high revenue clients by meeting or exceeding their service expectations.

Packed with ways to help you save time and manage every aspect of your client relationships, the web-based SmartOffice solution requires no software installation and gives you immediate access to the information you need — anytime, anywhere — 24/7.
 
Contact Details
Contact Details
Policy Tracking
Policy Tracking
MS Outlook Interface
MS Outlook Interface
Calendar Management
Calendar Management
Client Journaling
Client Journaling
 


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"SmartOffice is a money making software package.
It will make your life easier, faster, and better by
helping you promote new business, service and maintain your existing clients, and grow your practice."


Gary Schwartz
President, Madison Planning Group, Inc.
White Plains, NY

(click here to
download the brochure
)


SmartOffice Professional
Brochure

 

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