The Knights of Columbus Takes Insurance Sales Online with SmartOffice CRM
E-Z Data Delivered the Customized, Hosted Solution in Record Time to Accelerate Business Processes and Improve Service to Agents and Members
PASADENA, Calif.--E-Z Data, a top provider of client relationship management (CRM) & practice management solutions for the financial services industry, today announced that the Knights of Columbus has completed the roll-out of the web-based SmartOffice solution to its more than 1,400 agents serving more than 1.75 million Knights of Columbus members and their families. The customized solution, hosted by E-Z Data, was delivered on time and on budget, and has increased data security and centralized the distribution of member data to streamline operations and reduce costs.
The Knights of Columbus project brings more than 1,000 additional users to the SmartOffice user community of financial services professionals, including insurance companies, banks, broker-dealers, general agents, agents, and investment advisors.
“Our goal is to continue to deliver the highest possible service to our members. To do so, we needed to shift to a web-based, hosted CRM solution that was easy for our agents to learn and use, and that delivered deep customizations delivered by a partner we could trust,” said Thomas Smith, Executive Vice President, Knights of Columbus. "SmartOffice provides us with the ideal solution. Now our entire sales force has access to the most current data using the web. From conversion services to customizations to training, E-Z Data delivered on time and on budget.”
The Knights of Columbus tailored the solution to satisfy the unique business requirements of a fraternal benefit society. Working with E-Z Data’s development team, Knights of Columbus used E-Z Data’s DataXchange platform to load policy, agent, contact, user, and office data directly from the source system into SmartOffice. The team also used E-Z Data’s integration toolkit, SmartIntegrator, to deliver a custom integration to an existing inforce illustration system. The solution supports the U.S. and Canadian field forces in both English and French Canadian languages. The result is a virtually paperless environment that streamlines and accelerates the sales, marketing, and member servicing.
"I compliment the Knights of Columbus and the E-Z Data teams that started the project at the beginning of 2008 and completed the rollout to the entire sales force in less than 10 months with excellent results,” added Smith. “SmartOffice is giving us better visibility and control of data that used to reside on hundreds of laptops. We now have a platform to support stronger marketing, sales, and client servicing processes. SmartOffice also keeps us on track to support our 2009 plans to add additional integrations such as pending case status feeds, leads management, and licensing and appointments.”
About The Knights of Columbus
The Knights of Columbus is a fraternal benefits society and is the world’s largest lay Catholic organization with more than 1.75 million members. The organization’s primary mission is to help families secure their financial futures through its top-rated portfolio of life insurance, long term care insurance, and annuity products.
About E-Z Data
E-Z Data, Inc. provides proven web-based front office systems that support sales, marketing, and customer service for leading financial services organizations and top financial advisors worldwide. E-Z Data solutions are used by leading financial services companies, including HSBC, M Financial, MetLife, National Financial Partners, ProEquities, Prudential, Royal Alliance, and Securian. For more information about E-Z Data’s solutions, go to www.ezdata.com or call 800-777-9188.
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