NEW CRM FUNCTIONALITYE-Z Data Inc., a Pasadena, Calif.-based provider of front-office systems for insurance companies, banks, broker-dealers, general agents, agents and investment advisors, has released SmartOffice 5, the newest version of the company's Web-based customer relationship management and agency and practice management software. SmartOffice 5 provides new functionality, including customizable user views and settings, new investment downloads, and improved collaboration and visibility. SmartOffice 5 is designed to simplify system navigation and consistency while reducing keystrokes and providing detailed reporting capabilities.


Register or login for access to this item and much more

All Digital Insurance content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access