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EZ Data News & Events
News and Events
Press Releases

E-Z Data and Superior Mobile Medics Team Up

SmartOffice 6 Brings Customized Workflows
to the Financial Advisor Desktop

E-Z Data and EMSI Partner to Offer
Integrated Ordering of Underwriting Requirements

E-Z Data Named Top Provider of Distribution Technology

More than 35 Financial Services Organizations Attend
E-Z Data’s 12th Annual Client Partner Conference

E-Z Data Receives ISO 27001 Certification

In The News

AALU Quarterly - Summer 2008
The World Wide Force Multiplier

by M. Shane Ruffing, CLU, ChFC, AEP

AALU Quarterly - Winter 2008
The “Why” and “How” of Advisor Practice Management Automation
by Dale Okuno, CLU, RIA
CO-Founder/President & CEO
E-Z Data, Inc.
Life Member MDRT

Insurance Networking News
The New Face of CRM

Life Insurance Selling Newsletter
E-Z Data Expands DataXchange Online

Preferred Carrier Case File
"Read how Minnesota Life is using SmartOffice to become a preferred carrier."

National Underwriter
CRM Systems Help Analyze Workflow, Profile Customers
"Reprinted with permission from National Underwriter (Edition: Life & Health/Financial Services) [10/02]. Copyright by The National Underwriter Company. All Rights reserved."

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