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SmartOffice 2009 BGA Webinar Series. 2009 Overview: Plans, Events and Learning Opportunities. Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) 432-3000 Code = 238510. Agenda. E-Z Data Confidential. Questions and iLinc Tips.
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SmartOffice 2009 BGA Webinar Series 2009 Overview: Plans, Events and Learning Opportunities Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) 432-3000 Code = 238510 E-Z Data Confidential
Agenda E-Z Data Confidential E-Z Data Confidential
Questions and iLinc Tips • Note: 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) • Should you need assistance you can use the text chat • Phones have been muted, 5 and then * will allow you to raise hand and we’ll un-mute your line. • We have allocated time for suggestions and questions at the end of the call E-Z Data Confidential
Carrier Partnerships – Data Feeds • 50+ carriers and subsidaries • Check out the carrier partners list at www.ezdata.com (Partners section) for most current • Request downloads • 2009 will focus on additional carriers and more feeds from each carrier • Newer carrier partners include: John Hancock LTC, Securian, Transamerica and soon to be announced SBLI
Service Provider Partnerships Now Handling e-Orders in SmartOffice! • EMSI • Portamedic/Hooper Holmes • Exam One • Express Imaging • Superior Mobile Medics • APPS • APS Workflow
The Plan For the Year Ahead E-Z Data Confidential
2009 Webinar Series • 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 Watch for e-mail communications or visit Web pages for dates and times, invite your team!
New in 2009 – The BGA Advisory Council • Will serve as leadership and steering group for the BGA User Community • Includes BGAs and senior staff members with a variety of perspectives and experience-levels with SmartOffice and the industry • Will provide direct input to fine-tune the development of SmartOffice and service offerings for best fit for the needs of brokerage agencies • Is focused on making the cumulative experience of BGA users in SmartOffice just that much better!
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… More INFO atwww.ez-data.com/bga
2009 Plans for SmartOffice Upgrades and Product Releases • 2009 Theme - Focus on the Fundamentals • Only 2 main releases planned • 6.7 in Q2 • 6.8 in Q4 • Beta Testers Sought • More about this on 1/29 • Additional Resources and Product Info Data Improvements • Don’t Miss the 1/29 Webinar for details!
2009 Learning Plan Check List • Determine Your Own Business and SmartOffice Goals • Attend Webinars • Watch Fast Classes • Download and Reference User’s Guides • Participate in 2009 BGA CPC • Ask for custom training as needed
BGA SmartOffice New Year Assessment? • Is SmartOffice set up for how your office and people work? • Is SmartOffice set up for empowering your employees to know to be flexible to serve and sell? • What other parts of SmartOffice did you intend to use or know could help but haven’t focused on yet? • Do your workflows and office settings match the way your team uses client information? • Are there new integrations or carrier partners you should be using?
January 29th BGA Webinar: An Insider’s View on SmartOffice Releases • Learn more about Releases for 2009 • What gets into pipeline and why • Development and testing perspectives • QA process • Rollout • SOO vs. SBE differences • Proposed improvements
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