You rely on your top producers to ensure revenue growth. The challenge: to attract, train, and retain the best talent. At the same time, you need visibility into client data to drive valuable reporting, and you need to ensure compliance with ever-evolving regulatory requirements.

SmartOffice, E-Z Data’s web-based CRM solution for the financial services industry, is the answer. Developed exclusively to address the unique priorities of our industry, SmartOffice provides the agency management and practice management tools you need to get tangible business benefits that simply cannot be garnered from generic solutions. Easy to use, yet able to handle the production volumes of today’s largest financial services organizations, SmartOffice brings you much more than a basic agency management system. SmartOffice can automatically put third-party data into the hands of your producers, help maintain trusted consumer relationships, and give you the information you need to make the best possible business decisions. SmartOffice delivers web-based CRM that is a true win-win solution for management and your valued producers. Get the benefits your business needs today, and give your producers what they need to succeed. Get SmartOffice.

Available for targeted areas of your business that can derive the greatest benefit from relationship management, SmartOffice can help you get more out of every one of your distribution channels:

• Agent/Advisor Practice Management
• Insurance Agent Electronic One Card System
• Insurance Outbrokerage
• Wholesalers