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Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) 432-3000

SmartOffice 2008 BGA Webinar Series. SmartOffice 6 Mini Series: Power Reports!: BGA Reports and How to Create and Use Them To Your Advantage. Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) 432-3000 Code = 238510. Agenda. E-Z Data Confidential.

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Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) 432-3000

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  1. SmartOffice 2008 BGA Webinar Series SmartOffice 6 Mini Series: Power Reports!: BGA Reports and How to Create and Use Them To Your Advantage Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) 432-3000 Code = 238510 E-Z Data Confidential

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

  3. Webinar Questions & Follow-up • Type your questions and click the “send” button • Questions will be answered in Q&A at the end of call as timing permits with follow up in User Forum and direct e-mail • 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) Type and send questions here . . . E-Z Data Confidential

  4. Ramp Up Your SmartOffice 6 “Know How”… E-Z Data Confidential

  5. 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

  6. Changes Related to Reporting in SmartOffice 6.0 • Dynamic Report Snapshots and Quick Glance Pie Charts on Home Page • Column Sorting and Filtering Easier • Dynamic and PDF Report Options PDF Reports • All PCM/Agent/Office Reports now in PDF (with same report settings) • Group Policy Reports Added • 5 reports and report set up options simplified

  7. Creating the “WOW” Factor Ever been this excited about your data? Reports can shine light on new business opportunities or just help us get out of a rut.

  8. Smart Office 6.0 Reporting:Playing to Your Advantage • Creates the WOW factor of this system • Allows for strategic management • Allows for performance management and agility and flexibility in teamwork • Show business strengths and weaknesses • Can be adjusted for your “measures of success” What are your criteria? Your agency’s? Key reports should measure them.

  9. Principal/BGA Marketing New Business Strategic and Sales CRM, Trends Case Management, Workload Balance SmartOffice Reports Can Serve Up Powerful Info

  10. Reporting in SmartOffice 6.0 - Demo Agenda of our demo: • Reports and SmartOffice • Focus on Dynamic Reports • Report Categories, Filters/Column Formatting • Run and review several reports for the brokerage general agency…and see the power of information available at your fingertips. • http://demo.ez-data.com/USA60/

  11. Today’s Mini-Webinar Takeaways • How to Find and Use Current SmartOffice Reports • Key Reports for Your Role and Agency (document for favorites to be sent via e-mail) • Thoughts on New Reports to Build or Request Help to Build • Confidence and Know-How to Adjust as Needs Change • A New Passion for Data Mining? 

  12. BGA Report Bonus for Attendance Exclusive for attendees today: • Sample “my favorites” list for Case Managers, BGA, and Marketing types • Link to download of PDF summaryof PDF reports available and applicable to BGAs inSmartOffice Watch for e-mail to follow on Friday.

  13. SmartOffice PDF Reports Directory

  14. 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 Suggestions for topics, speakers, etc? E-mail or call Meg at 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

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