In use by industry leaders for more than two decades, E-Z
Data solutions are trusted across the industry to help
improve marketing efforts, provide valuable reporting
capabilities that drive better business decisions, and
create a customer-centric environment that helps increase
sales revenues.
SmartOffice provides pre-integration with a wide variety of
third-party applications, as well as valuable data
downloads, to deliver a complete business solution that
leverages your existing IT investments.
SmartOffice is the only web based CRM solution
designed to meet the unique needs of each area within
insurance and financial services distribution:
Insurance Carriers
SmartOffice offers insurance organizations an innovative, industry-specific approach to leveraging your valuable customer assets. From customer database segmentation, to delivery of educational seminars and marketing campaigns, to management of the back office brokerage and pending case processing, to the tools needed by agents to deliver personalized customer guidance, our integrated
insurance technology solutions help today's evolving organizations deliver more comprehensive service while helping to drive new business and a greater share of each customer's total investment dollars. SmartOffice is available for the areas of your business that can derive the greatest benefits from a comprehensive
web based CRM solution:
- Agent/Advisor Practice Management
- Insurance Outbrokerage
- Wholesalers
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Broker-Dealers / Wirehouses
The financial services industry has experienced more sweeping change in the past few years than it has seen in its entire history. Technology has changed how business is transacted. And regulatory changes have completely altered the competitive landscape. Insurance, banking, and brokerage businesses are competing in each other's markets. SmartOffice provides the
financial and insurance technology you need today to differentiate your offerings, deliver greater value to each of your customers, and grow revenues and expand margins.
- Distribution Management
- Insurance Brokerage
- Advisor Practice Management
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Banks
SmartOffice provides banks with both front-office solutions for relationship management inside the branch, and the back-office solutions needed to run the insurance brokerage. Combined with DataXchange for movement of data between the agency and carriers, E-Z Data outfits your banking institution with the solutions that open the door to selling high-touch, high-margin financial products.
- Insurance Brokerage
- Investment Brokerage
- Financial Advisors
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General Agencies (BGA/MGA)
SmartOffice® for Agency Management is designed to match the unique requirements of each member of your General Agency team—from agency principals to case managers to marketing personnel. SmartOffice is the industry's only integrated CRM, marketing, and agency management system. This web-based solution is designed to address the unique needs of today's growing insurance agencies and brokerages.
Learn more about SmartOffice for Agency Management at SmartOfficeOnline.
Insurance and Investment Advisors
SmartOffice® for Practice Management is the choice of top producers
looking for web-based CRM insurance technology. It allows agents and advisors to develop that trusted relationship with each of their clients through consistent marketing outreach, personalized solutions, and responsive customer service.
Able to help you uncover the 'A' prospects hidden in your list of 'C' accounts, SmartOffice helps your team accelerate the speed of everything from new business processing, to portfolio management, to compliance and commissions tracking, giving you more time to help support an expanding 'A' list.
To learn more about solutions for individual agents and advisors, read about SmartOffice for Practice Management at SmartOfficeOnline . For more information about how SmartOffice can benefit an organization's entire producer field force, click here. |
