Ebix CRM
CRM Solutions for Insurance and Financial Services
Canada   Contact Us

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


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

M Financial Group turns to SmartOffice for CRM
by Lauren Bell

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


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

Ebix CRM Receives ISO 27001 Certification

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

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

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

Tokio Marine Nichido Anshin Life Selects SmartOffice CRM

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

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

The Knights of Columbus Takes Insurance Sales Online with SmartOffice CRM

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

E-Z Data Accepted into the IBM SOA Specialty

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


Copyright 2012 Ebix, Inc. Terms of Use Privacy Policy Sitemap Send us Feedback