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EZ Data News & Events
Company
In The News
All future press releases can be accessed at the Ebix corporate website.

Articles

Choosing CRM Sides
by Carrie Burns
Insurance Networking News
April 1, 2009

Tech Checklist for New Planners
by Amy Braunschweiger

Round the Table' Tips & Technology:
Client Management Tool
by Ari Horowitz, LUTCF, CLTC

‘Virtual Office News’ Guest Column
by Alan Giancaterino, E-Z Data

DMNews.com
M Financial Group turns to SmartOffice for CRM
by Lauren Bell

TMCNet.com
Knights of Columbus Works with E-Z Data
to Roll Out SmartOffice Solution
by Susan J. Campbell

Creative Edge
Best Practices on Autopilot

by Steve Ambuul

AALU Quarterly - Summer
The World Wide Force Multiplier

by M. Shayne Ruffing, CLU, ChFC, AEP

Compliance Home
E-Z Data Receives ISO 27001 Certification

AALU Quarterly - Winter
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
"Along with 'dot-com,' another linguistic relic of the late 1990s is 'CRM.'"

Life Insurance Selling Newsletter
E-Z Data Expands DataXchange Online

TechDecisions

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."

Press Releases

01.09.10
Ebix CRM Receives ISO 27001 Certification

09.16.09
Major Life Insurance Distributors Demonstrate Commitment to Growth at E-Z Data’s 2009 Client Partner Conference

04.01.09
E-Z Data Announces its 2009 Sponsorship of Financial-Planning.com’s Software Technology Channel

03.17.09
More than 50 Organizations Come Together to Explore E-Z Data’s 13th Annual Client Partner Conference

01.13.09
Tokio Marine Nichido Anshin Life Selects SmartOffice CRM

01.01.09
Rikei Provides Support to Tokio Marine & Nichido Life Insurance In Connection With Their Introduction of Insurance Sales Management System "SmartOffice."

11.10.08
M Financial Group Moves to E-Z Data’s Hosted Version of SmartOffice, Transition Completed Ahead of Schedule

11.03.08
The Knights of Columbus Takes Insurance Sales Online with SmartOffice CRM

09.15.08
E-Z Data and Superior Mobile Medics Team Up

07.22.08
SmartOffice 6 Brings Customized Workflows
to the Financial Advisor Desktop

05.16.08
E-Z Data and EMSI Partner to Offer
Integrated Ordering of Underwriting Requirements

05.14.08
E-Z Data Named Top Provider of Distribution Technology

03.11.08
More than 35 Financial Services Organizations Attend
E-Z Data’s 12th Annual Client Partner Conference

01.21.08
E-Z Data Receives ISO 27001 Certification

12.14.07
E-Z Data Accepted into the IBM SOA Specialty

09.27.07
Brokerage General Agencies Share Insights and Technology at E-Z Data’s 2007 Client Partner Conference for BGAs

 

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