SmartOffice
by E-Z Data
A web-based customer relationship management solution for insurance and financial services businesses.
- ACORD Forms
- Appointment Management
- Business Specific Applications
- Calendar Management
- Captive Brokerage Management
- Captive Sales Force Management
- Carrier Specific Applications
- Carrier Upload
- Census Data Integration
- Commission / Incentive Management
- Contact Management
- CRM Integration
- Custom User Interface
- Customer Service Integration
- Customizable Fields
- Customizable Functionality
- Customizable Reporting
- Data Import/Export
- Document Management
- Email Integration
- Legacy System Integration
- Mobile Access
- Multi-Currency
- Multi-Language
- Multi-Line Industries
- Multiple Product Tracks
- Policy Management
- Quote Management
- Renewal Reminders
- Reporting
- Serves Auto Insurance
- Serves Disability Insurance
- Serves Health / Medical Insurance
- Serves Life Insurance
- Serves Long Term Care Insurance
- Serves Niche Insurance
- Serves Property & Casualty Insurance
- Software Development Kit
- Wholesale Program
Available on the following platforms: Windows, Web Based, Open Source, Linux/Unix, Other
Support available: 24/7, Regular Business Hours, Online/Self Service