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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
customer 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.


CaroleAnne Hardy
E-Z Data, Inc.

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