EZ-DATA: SmartOffice Online

How you manage your practice dictates the success of your business.

Insurance agents and financial advisors alike look to SmartOffice for their practice management needs. A web-based sales, marketing and service management system, SmartOffice is the #1 choice of top professionals to manage their financial services business.

Built on nearly two decades of industry experience, SmartOffice for Practice Management is the ideal solution for the individual professional or an entire office.

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

Base System Features
Contact Management	Client and Account Tracking Household Tracking Activity Tracking & History Calendar / Time Management Microsoft® Outlook® Integration Sales Forecasting Email Management Document Tracking Standard Reporting Advanced Searching Auto Actions and Alerts
Marketing	Marketing Profiles & List Management Management Reporting Mass Email / Direct Marketing Super-Add for Contacts Complex Searching & List Creation

Available Options
Policy Tracking Investment Tracking Pending Case Management Sales Opportunity Management Lead Distribution Management	Recruit Tracking Group Benefits Tracking Seminar Management Campaign Management Client Portal Interface	Mobile Laptop Palm® Edition PocketPC® Edition Commissions Management Electronic One Card System

Data Source Interfaces
Investments DST FAN Mail PFPC / DAZL Albridge Pershing National Financial (NFS) IMS	Pending Cases E-Z Data offers pending case downloads via DataXchange Online	Forms and Plan Data DataXchange Carrier Product and Plan
Learn More >	Learn More >	Learn More >