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CaroleAnne Hardy |
Integration of PaperClip’s imaging and document management applications with E-Z Data’s pending case management solution streamlines agency workflow
PASADENA, CA, June 3, 2004 – E-Z Data, Inc., a leading provider of front-office systems for insurance companies, broker-dealers, general agents, agents, and investment advisors, and PaperClip Incorporated (Nasdaq: PCLP), a leading innovator in the field of integrated document management solutions, today announced integration between PaperClip32 and SmartOffice® SmartPendingCase. The integrated solution provides a seamless interface between the two offerings to streamline workflows for both case managers and agency personnel who use these solutions.
Many of today’s leading Brokerage General Agencies (BGAs) use E-Z Data’s SmartOffice solution to effectively manage their agencies and help grow revenue. To ensure compliance and run their businesses effectively, they must have a reliable method for document management and tracking. Advanced imaging software supports the document management process, making it possible to streamline traditionally paper-intensive business processes and create a virtually paperless environment. By integrating this valuable functionality from PaperClip32 with the SmartOffice application, PaperClip Incorporated and E-Z Data have provided users with the combined benefits of the two applications – all from within the SmartOffice interface.
"E-Z Data’s commitment to the BGA market is clear to us, and the strength of the SmartOffice for Agency Management solution made them an ideal partner for delivering this type of integrated solution," said Mike Bridges, President of PaperClip Incorporated. "Together we are helping BGAs build more efficient business processes, accelerate application processing, and ensure compliance.”
"PaperClip’s ability to support straight-through processing for the insurance industry has the power to transform the way BGAs do business," said Dale Okuno, President and Chief Executive Officer at E-Z Data. "With seamless access to PaperClip32’s innovative document imaging and exchange capabilities, SmartOffice users can now achieve even greater efficiencies with the solution.”
About E-Z Data, Inc.
E-Z Data, Inc., established in 1986 is a leading provider of front-office systems for insurance companies, broker-dealers, general agents, agents and investment agents. Its web-based SmartOffice® solutions and Windows®-based Client Data System® solution help synchronize the efforts of all the key players in sales, marketing, and customer service.
E-Z Data serves more than 40 of the largest U.S. and international insurance and financial services companies, including American Express Financial Agents, AXA Australia, ING, Met Life, New York Life, Prudential, and Wachovia. The company’s domain expertise, coupled with mature, industry-specific business solutions, results in consistently successful customer implementations.
For more information about E-Z Data’s solutions, go to www.ez-data.com or call 800-777-9188.
About PaperClip Incorporated.
PaperClip Incorporated develops and markets software products that organize, manage and communicate documents, images and workflow for a wide range of users. Established in 1991, PaperClip has a customer base that includes small and mid-size organizations as well as Fortune 1000 multi-nationals. PaperClip markets its products through an international network of authorized PaperClip resellers. For further information, please contact PaperClip at (800) 9293503 or (201) 329-6300, or visit www.PaperClip.com. Public Symbol: PCLP.
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PaperClip and PaperClip32 are registered trademarks of PaperClip Incorporated. All other named products mentioned in this release may have been identified by trademarks or registered trademarks of their respective holder.