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Financial Planning > Behavioral Finance

Marketing Group Adopts Hosted Strategy

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M Financial Group, a life insurance distribution consortium, is letting E-Z Data Inc. run the company’s SmartOffice agency management system on its own computers.

M Financial, Portland, Ore., has been offering the SmartOffice system to member firms without using E-Z Data services.

E-Z Data, Pasadena, Calif., began offering hosting services after M Financial already was using the SmartOffice system.

M Financial now is using a version of SmartOffice that is hosted by E-Z Data, E-Z Data says.

M Financial’s own staff will continue to handle SmartOffice training and carrier connections.


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