E-Z DATA
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In 1986, E-Z Data began developing solutions to support insurance agents and financial advisors, giving them the power to leverage vital client information in a way that facilitated everything from contact management and product tracking, to needs analysis and relationship building.
Today, in addition to providing the industry's most trusted agency and practice management solutions, the company offers what is quickly becoming a new industry standard for enterprise customer relationship management (CRM) solutions. E-Z Data's proven solutions now address the CRM needs of the entire financial services industry—from the home office, to distributors, to insurance agents and investments advisors.
Provada has implemented a robust version of E-Z Data's Smart Office Online. In addition to improving the quality and efficiency of our internal operations, we have made various aspects of the application available to our clients to improve their own operations and communications with their clients. |
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