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.
WEB SITE VISIBILITY OPTIMIZER
Vancouver-based FlamingoSoft has released Version 3.2 of its flagship product SEO Administrator. Developed for the Windows platforms, the application is designed to help companies optimize their Web sites for more visibility in most popular international search engines such as Google, Yahoo, MSN and AltaVista. Using tools included with the application, such as HTML Analyzer, Ranking Monitor, Link Popularity Checker, Log Analyzer, Keyword Suggestion Tool, companies can analyze the importance of all ranking elements of a Web page, and update any elements to immediately see how this optimization affects the ranking.
ENHANCED BUSINESS RULES ENGINE
Global IQX, an Ottawa, Ont.-based company specializing in component-based sales and service solutions for group benefits carriers is offering the next generation of its IQX Platform. The new version is designed to improve efficiencies and increase sales by automating the entire sales process from prospecting through enrollment. Developed on a new data architectural platform that supports ACORD XML standards for insurance, IQX Platform is can help carriers adapt to market changes more quickly, the company claims, by featuring an enhanced rules engine that allows authorized users to view and override business rules.
WEB-BASED AGENCY MANAGEMENT SYSTEM
Skywire Software, a diversified software company based in Frisco, Texas, has launched Policyware, a centralized, Web-based agency management system designed specifically for managing general agencies (MGAs) and excess and surplus (E&S) brokers. Built from the ground-up on the Microsoft .NET platform, Policyware features include submissions processing, accounting, reporting, business directory, workflow and systems utilities.
CRM FOR BENEFITS BROKERS
OnlineBenefits, Uniondale, N.Y., has released the newest version of AgencyWare, its Internet-enabled agency management system designed specifically for benefits brokers. AgencyWare 3.0 enhancements include customizable on-screen summaries and integration with Microsoft Outlook as well as the company's CommissionsDue software. Highlights of AgencyWare 3.0 are on-screen summaries or "dashboards," which provide agency managers instant overviews of all sales, service and commission activity on one screen. Each user can personalize this data and display it in graph, list or chart format to get an immediate overview of key information.
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