Guardian Enhances Productivity with Purchase of E-Z Data’s Enterprise CRM Platform® (ECP®)
E-Z Data, Inc., the leading provider of front office systems for insurance companies, broker-dealers, general agents, agents and investment advisors, today announced the sale of 1,000 seats of their Enterprise CRM Platform® (ECP®) software to The Guardian Life Insurance Company of America, New York, NY.
(PRWEB) March 12, 2003
Pasadena, CA – March 11, 2003– E-Z Data, Inc., the leading provider of front office systems for insurance companies, broker-dealers, general agents, agents and investment advisors, today announced the sale of 1,000 seats of their Enterprise CRM Platform® (ECP®) software to The Guardian Life Insurance Company of America, New York, NY.
Guardian plans to incorporate ECP’s functionally superior scalable platform, seamlessly combining the needs of their entire organization — from Home Office, General Agents and Field Representatives to better service clients.
“We’re excited about introducing ECP® as an integral part of Guardian’s overall commitment to provide our field force and agency distribution system with the tools they need to efficiently and effectively run and grow their businesses. This also reinforces Guardian's dedication to customers, as we are providing our agents with tools to build strong, long-term relationships with their clients, resulting in high quality service and customer satisfaction,” said Anthony T. Mazzei Sr. CLU, ChFC, RFC, Senior Vice President and Profit Center Officer, Individual Markets, Guardian.
Enhancing Productivity Through A Web Based Platform
E-Z Data’s web-based Enterprise CRM Platform® (ECP®) software further satisfies IT requirements for growth, integration and maintainability. It’s dynamic, role-specific software is designed and proven to better its users’ productivity. ECP’s superior policy, investment, and group benefit tracking features allow Guardian to focus on building success with top producers while dedicating resources to continued professional rapport between advisors and their clients. Management also benefits from increased productivity tools readily available as a result.
"ECP® is the best solution for our agents to dynamically view, navigate and manage data for their clients and manage their business. E-Z Data's web-based solution was the product of choice as it has all the advantages of a thin client solution in terms of distribution, integration, and ease of access. It eliminates the need for large investments in infrastructure at our agencies and will serve as a foundation for future field initiatives," said Dennis S. Callahan, Executive Vice President and Chief Information Officer, Guardian.
“We are thrilled that Guardian, one of the industry’s most viable companies, has selected ECP® in their quest for providing continued quality service to their clients. ECP’s flexibility allows Guardian to build a CRM solution that is compatible with their existing IT infrastructure, while delivering high-performance, long-term benefits,” said Dale Okuno, CLU, President of E-Z Data.
About E-Z Data, Inc.
E-Z Data, Inc., established in 1986 is the leading provider of front office systems for insurance companies, broker-dealers, general agents, agents and investment advisors. Its Web-based Enterprise CRM Platform™ (ECP™) provides a comprehensive platform to synchronize the efforts of all the key players in sales, marketing, and customer service.
E-Z Data serves over 40 of the largest U. S. and international insurance and financial services companies, including American Express Financial Advisors, AXA Australia, Sun Life, ING, PCA Life Japan, MetLife, New York Life, Prudential, and Wachovia Bank.
E-Z DataÂ’s domain expertise, coupled with mature, industry-specific business components, results in consistently successful customer implementations. E-Z Data is headquartered in Pasadena, California and on the Internet at www. ez-data. com.
About Guardian
The Guardian Life Insurance Company of America (Guardian) is the fourth largest mutual life insurance company in the United States. As of December 31, 2001, Guardian and its subsidiaries had $34.3 billion in assets. Founded in 1860, Guardian is listed among Fortune magazineÂ’s top 500 businesses---and in 2002 was ranked once again as one of the top 10 most admired life and health companies in FortuneÂ’s "AmericaÂ’s Most Admired Companies" list. With 5,500 employees, over 2,700 financial representatives and 100 agencies nationwide, Guardian and its subsidiaries protect individuals, businesses and their employees with life, disability, health and dental insurance products, and offer 401(k), mutual fund and annuity investment products, and trust services. More information on Guardian can be obtained at: www. glic. com.
