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E-Z Data’s SmartOffice Online
for Top Producers webinar series is packed with great ideas
for SmartOffice users! Offered via live iLinc sessions every
quarter, we are now offering abridged versions of each
session to you via download. Don’t miss this opportunity to
hear how two top producers are using SmartOffice to support
their practices and get quick updates on new SmartOffice
offerings and E-Z Data happenings.
To download podcasts,
just right-click on the 'download' link and choose 'Save
Target As'.
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October 2, 2007 Webinar
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Section 1: (stream
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download)
Brief introduction and E-Z Data update from Morgan
Underwood, VP Marketing, E-Z Data
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Section 2: (stream
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download)
Interview with top producers Jay Blanchard & Laura Kelm,
Next Financial Group
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Section 3: (stream
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download)
Interview with top producer Peter Gaines, Integrated
Financial Partners, Inc.
May 24, 2007 Webinar
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Section 1: (stream
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download)
Brief introduction and E-Z Data update from Morgan
Underwood, VP Marketing, E-Z Data
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Section 2: (stream
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download)
Interview with top producer Sandra Thomas, Thomas &
Associates/Brecek & Young Advisors, Inc.
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Section 3: (stream
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download)
Interview with top producer Harvey Lazarus, Baystate
Financial Services
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Progressive Benefits Ltd.
(download
PDF)
Leveraging the power of opportunity
management to tackle group benefits. |
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J-Mar Associates Insurance Services
(download PDF)
Moving to E-Z Data's web solution SmartOffice
brings even greater benefits |
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Madison Planning Group
(download
PDF)
Using Client Data System to ease the transition
from an agency into a full service financial firm |
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Intermountain Financial Institutional
Services
(download
PDF)
Helping Credit Unions win in today's
competitive climate |
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Sun Life Financial
(download
PDF)
Leveraging A Strong Vendor
Partnership To Accelerate Time-To-Benefit |
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Securian Financial Network
(download
PDF)
Taking CRM To The Next Level By
Migrating To The Web |
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Gary Schwartz
President
Madison Planning Group, Inc.
Royal Alliance
Marc Silverman, CFP
President
Silverman Financial
Michael Weintraub
President
Contemporary Pensions
& Insurance Services Inc.
Jennifer Borislow, CLU
President
Borislow Insurance, Inc.
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