SmartOffice® for Agency Management from
E-Z Data is the industry's only integrated contact management, marketing, and agency management system. This web-based solution is designed to address the unique needs of today's growing insurance agencies and brokerages.

Built on nearly two decades of experience addressing the unique requirements of the industry, SmartOffice for Agency Management is pre-configured to incorporate the valuable capabilities you need most to drive better, more efficient business practices. Whether you are a Brokerage General Agency or a General Agency at a financial services organization, SmartOffice for Agency Management provides the capabilities you need to drive operational excellence and greater revenues.

Installed in your office or on-demand via the Internet, SmartOffice is the choice of top agencies.

"We are determined to make the relationship between ourselves, our agents, and our carriers totally efficient and seamless. We discovered first-hand that putting SmartOffice in the hands of highly qualified case managers moved us forward in achieving this goal."

Allan D. Gersten
CLU, ChFC, CFP Chairman & CEO
First American Insurance Underwriters of Needham

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Agent Records

Contract Tracking

License Tracking

Agent Marketing

Pending Case

Commission
Tracking

Calendar Management

MS Outlook Interface