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SmartOffice 6 Mini Series: SmartOffice Commissions for BGAs: Base System Availability and Use

SmartOffice 2009 BGA Webinar Series. SmartOffice 6 Mini Series: SmartOffice Commissions for BGAs: Base System Availability and Use. Welcome! This Webinar will be 30 minutes in length. Please dial into: 712-432-3900 Code = 984124.

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SmartOffice 6 Mini Series: SmartOffice Commissions for BGAs: Base System Availability and Use

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  1. SmartOffice 2009 BGA Webinar Series SmartOffice 6 Mini Series: SmartOffice Commissions for BGAs: Base System Availability and Use Welcome! This Webinar will be 30 minutes in length. Please dial into: 712-432-3900 Code = 984124 E-Z Data Confidential

  2. Version 10 of iLinc – first time use for BGA Webinar Series Using iLINC 10

  3. Agenda E-Z Data Confidential E-Z Data Confidential

  4. Builds on format and growth of 2008 Series 30 minute sessions with high-impact, quick takeaways (practical tips for marketing, sales, relationship-building and agency management) Learn new tricks (sooner than later) Teach yourself new habits Focus on core competencies of wholesale brokerage E-Z Data “Virtual University” Concept Visit www.ezdata.com/bga for a 2009 Schedule! 2009 Webinar Series

  5. SmartOffice Commissions for BGAs: Base System Availability and Use

  6. The Rate File • Value of populating rates • Access for everyone • No more paper! • Access points • Carrier • Advisor • Case • Reporting

  7. Summary • Proper User Roles/Licenses • Advisor Contract / License • Commission Rate Entry • Define & Assign Contracts • From Carrier Definition – Contract Tab • Associate Contract to Advisor – Advisor Contract/Appt Tab • Enter Rates • Side menu, Insurance, Commission Rates • Customize Spreadsheets & Select Buttons • All Rates (in Spreadsheets) • Show Commission Rate Button

  8. Carrier Interface Commission Statement Data

  9. Do YOU do business with these Carriers? • AIG • Prudential • Genworth LTC • United of Omaha • Lincoln Benefit Life • Protective • Protective (Old Empire General)

  10. Summary • Proper User Roles/Licenses • SmartCommission – Carrier Interface • Define Carrier • Carrier Id • Define Advisor • Contract No. • Reporting

  11. Base System vs. Commission License

  12. Plan to Attend the BGA CPC 2009! September 13-15, 2009 St. Louis, MO Exceptional learning and networking opportunities BGAs, Carrier and Vendor Partners User Driven - Input from BGA Advisory Council on meeting content Take Me Out to the Ball Game… Registration is FREE for SmartOffice Users Register atwww.ez-data.com/bga

  13. Next BGA Webinar 3/26 Reporting: Creating Dynamic Reports Introductory Level 3.26.09 at 2pm ET Watch for E-mail and Invite Coming Soon! E-Z Data Confidential

  14. We Want Your Input How Can We Be a Better Business Partner? Suggestions for topics or to request further business development and partnership opportunities? E-mail: meg.rose@ezdata.com Direct phone: 404-486-9866 Thank you for your time and your business. E-Z Data Confidential

  15. The End

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