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EZ Data Solutions
Solutions
Agent & Advisor Practice Management

In today’s competitive world, you don’t have time to grow new agents through the school of hard knocks. If it takes too long for them to build a solid book of business, you’ll both be frustrated…or worse. To build and retain talent, you need to arm your agents with the skills to help grow the practice. But how?

SmartOffice – One Card System Edition (OCS) from E-Z Data is the answer. SmartOffice – OCS Edition combines our popular web-based practice management software with the industry’s most trusted client-acquisition methodology: the One Card System.

To order SmartOffice – One Card System Edition today, call 800-777-9188.
System Features

Organize

Contact

Sell

Manage

Available Options
  • Lead Distribution Management

Data Source Interfaces
Investments
  • DST FAN Mail
  • PFPC / DAZL
  • StatementOne
  • Pershing
  • National Financial (NFS)
  • IMS
Pending Cases
  • E-Z Data offers pending case downloads via DataXchange Online
Forms and Plan Data
  • DataXchange Carrier Product and Plan
Solutions
"Agents and sales line management will now be able to gain the proven productivity benefits of the One Card System in an electronic, web-based solution."

Al Granum
Creator of the One Card System

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