SmartOffice and Marketing

1
SmartOffice and Marketing

• Morgan Underwood
• Vice President, Marketing
• E-Z Data, Inc.

2
SmartOffice Capabilities

• Turn data into information
• Effective communication
• Not just blast to the masses
• Contact the right people with the right message
• Effective service

3
Dynamic Reports

• Mining your data
• Target your message
• Postal, e-mail, fax
• Phone calls
• Track the results

4
Sets

• Not a new concept
• Great for
• Ad hoc grouping
• Tracking
• Collaborating

5
SmartLink for Brokers

• Provide updated case status to your brokers who
  are also using SmartOffice virtually real time
• No cost option for you!
• One time setup in your system to let SmartOffice
  know where to send the data.
• Which of your brokers are already using
  SmartOffice?

6
Personalizing Service

• Alerts
• Production Information
• Production Tab

7
SmartPad and Calendar

• SmartPad
• Collaboration
• Compliance
• Calendar
• Service
• Management
• Scalability

8
Mobile Data

• SmartPDA
• Secure mobile connection

9
Retail Brokerage

• You already have the platform

10
SmartOffice and Marketing

• Morgan Underwood
• Vice President, Marketing
• E-Z Data, Inc.