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SmartOffice 6 Mini Series: 2007 BGA CPC Wish List Session Review

SmartOffice 6 Mini Series: 2007 BGA CPC Wish List Session Review. Welcome! This Webinar will being shortly and is scheduled for 30 minutes. Please dial into: (712) 432-3000 Code = 238510. SmartOffice 2008 BGA Webinar Series. E-Z Data Confidential. Agenda. E-Z Data Confidential.

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SmartOffice 6 Mini Series: 2007 BGA CPC Wish List Session Review

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  1. SmartOffice 6 Mini Series: 2007 BGA CPC Wish List Session Review Welcome! This Webinar will being shortly and is scheduled for 30 minutes. Please dial into: (712) 432-3000 Code = 238510 SmartOffice 2008 BGA Webinar Series E-Z Data Confidential E-Z Data Confidential

  2. Agenda E-Z Data Confidential E-Z Data Confidential E-Z Data Confidential

  3. Webinar Questions & Follow-up During the call: Phones are muted. Text chat will be monitored for technical issues. Q & A at the end of call: Press 5 and then * and your phone will be un-muted so you can ask a question. Karla will offer reminder. To see the presentation in FULL without scrolling, click on the minimize option in the iLinc Application Display Toolbar (then move it below presentation and then simply open/maximize it to ask a question) E-Z Data Confidential E-Z Data Confidential

  4. SmartOffice 6 -- Mini-Series It’s like getting a new model of your car… • Setting it Up for Your Comfort and “Drivability” • Home Page Personalization • Key BGA Business Management Reports • Highlights of 6.0 Enhancements in SmartOffice Modules • Learn More about Options: • WinFlex Web Demo • PaperClip Integration • Mobile PDA Option • Maximize Your Investment • Overview of Wish List Items Integrated from 2007 CPC • Attend our Client Partner Conference (BGA CPC) in 2008 E-Z Data Confidential

  5. It All Starts with a Wish… Where it all happens: E-Z Data’s BGA Client Partner Conference • Partnership Approach • September 14 – 16 in Dallas • Registration Open NOW Why you need to be there: The Wish List Session • Your chance to provide input to the development priorities • 5 issues and 5 votes E-Z Data Confidential

  6. Wish List Update E-Z Data Confidential

  7. Wish List Current Status 58 Total Items E-Z Data Confidential

  8. Wish List Current Status All Items Items with More than 1 Vote E-Z Data Confidential

  9. Wish List by Status and Votes E-Z Data Confidential

  10. Top Wish List Items – 13 votes • Edit button on Dynamic Report result screen • Weekly status Enhancements E-Z Data Confidential

  11. Top Wish List Items – 13 votes • Ability to minimize screens E-Z Data Confidential

  12. Top Wish List Items • 11 Votes - Improve Follow-up navigation (with next/previous buttons) • 9 Votes - Multiple e-mail addresses per Advisor per function E-Z Data Confidential

  13. Top Wish List Items • 8 Votes Commission Module to allow validation of Advisor Payments made by Carriers E-Z Data Confidential

  14. Other Enhancements E-Z Data Confidential

  15. Specific Enhancement Examples • Carbon Copy (cc:) feature for letters that are sent to advisors • Underwriting Guidelines: by Line of business and the ability to copy from grid to grid • Requirement Add process on pending cases has been improved for efficiency • POS representative and POS underwriter fields are now available • Await Approval workflow logic has been updated • Default letters and recipients added for pending case letters (carrier/advisor) • Side by side has been redesigned • Immediate access to home office download record in pending case E-Z Data Confidential

  16. Side by Side Redesign E-Z Data Confidential

  17. “Takeaways” • Attend Annual CPC – Including Wish List Session • Sign up for CPC Meeting Dallas September 14 – 16 • www.ez-data.com/bga2008 • Prepare for the Wish List Session • Engage in Continuous Learning & Improvement Opportunities • User Forums, FastClasses • Webinars • Additional Training and Tech Support • Give Us Your Feedback • Based on your feedback and input • Please complete the survey you will be receiving E-Z Data Confidential

  18. Mark the Date and C’mon Down… BGA Client Partner Conference Sept 14 – 16th, 2008 in Dallas, TX Register today at: http://www.ez-data.com/bga2008 Questions? 626.585.3505 x7366 or meg.rose@ezdata.com Thank you for your time and your business. Stay tuned for Q&A. E-Z Data Confidential E-Z Data Confidential

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