Major Life Insurance
Distributors Demonstrate Commitment to Growth at
E-Z Data’s 2009 Client Partner Conference
St. Louis, MO, September 15, 2009 –
E-Z Data, a top provider of
relationship management (CRM) and practice
management solutions for the financial services
industry, announced that nearly 100 industry
professionals attended its annual Client Partner
Conference for Brokerage General Agencies (BGAs)
on September 13-15, 2009. Attendees included
principals, office managers, and case managers
from leading Brokerage General Agencies, top
producers, and strategic integration partners.
The event, held in St. Louis, focused on
exchanging best practices and featured speakers
from top insurance brokerage organizations,
third-party solution providers, and E-Z Data’s BGA Services team.
Created for Brokerage General Agency principals and
staff who use SmartOffice to process life insurance and
annuity business, the conference is designed to give
these clients a unique opportunity to network with their
peers in the independent insurance distribution
business, share best practices, explore winning
marketing strategies, and get focused training in
specific functional areas within SmartOffice.
“E-Z Data did a great job pulling together the BGA
user community to deliver a valuable learning forum,”
said Tom Tavenner, Vice President of The Tavenner Group
of Companies and recently elected President of the E-Z
Data BGA Advisory Council. “Sharing our experiences at
the learning sessions gave us insights into how we can
optimize SmartOffice for our practice, and the
opportunity to develop relationships with other agencies
and meet with SmartOffice business partners to expand
our integrations was highly valuable. We’re looking
forward to continued opportunities to share and learn
with each other throughout the coming year.”
The conference included two days of sessions
containing presentations and user panels with BGA
clients, including Brown & Brown and Associates, The
Caldara Company, First Heartland Capital, The Herman
Agency, NSH Retirement Strategies, and SDB Sports
Management. Other sessions included business and
technical discussions led by the E-Z Data team, as well
as presentations from some of E-Z Data’s strategic
integration partners addressing how integrated solutions
can help streamline BGA workflows.
The event concluded with a group session to identify
and prioritize future solution enhancements. A series of
twelve follow-on webinars has been scheduled to provide
additional in-depth discussions on the use of specific
areas of functionality within the SmartOffice solution.
About E-Z Data, Inc.
Leading financial services organizations and top
financial advisors worldwide rely on E-Z Data’s practice
management, agency management, and CRM solutions to
systematize proactive, hi-touch communication with
clients, increase sales, and reduce operational costs.
E-Z Data solutions are used by more than a quarter
million financial services professionals and
industry-leading firms including HSBC, M Financial,
MetLife, National Financial Partners, ProEquities,
Prudential, Royal Alliance, and Securian. For more
information about E-Z Data’s solutions, go to
www.ezdata.com or call 800-777-9188.
E-Z Data, Inc.