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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
AGENDA
January 15, 2009
Topic
Time
3 minutes
Welcome and Introduction
John McFadden
General Manager, BGA Services
E-Z Data
Highlights of Our 2009 BGA Partnership Plans
and SmartOffice Learning Opportunities
20 minutes
Meg Rose, FLMI, ACS
BGA Relationship Manager
E-Z Data
Partner Participation – What are Your
SmartOffice Resolutions?
BGA Participants
E-Z Data Confidential
5-7 minutes
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!
2009 BGA Webinar Series
Tentative Topics and Dates
Topic
Date
Dynamic Reports
Creating Dynamic Reports – Intro Level
Creating Dynamic Reports – Advanced Level
Using Production Reports Effectively
3/12/2009
3/26/2009
4/23/2009
Correspondence
Letter Writing and Mass Correspondence
Working With Merge Codes and Correspondence
How We Use SmartOffice to Correspond (User Led)
5/7/2009
5/21/2009
6/4/2009
Pending Case Management
APS Reimbursement
Understanding Workflows for Pending Case Management
Alternate Methods for Using Pending Case Downloads
7/16/2009
7/30/2009
8/13/2009
Advisor Communications
SmartView for Advisors - Two Views Compared
SmartView for Advisors – Creating a Home Page View for Advisors
How We Use Advisor Requests (Best Practice/User Led)
10/8/2009
10/22/2009
11/19/2009
2009 BGA Webinar Series
Other Tentative Topics and Dates
Topic
Date
Smart Office Release Cycle: 2009 Schedule and
Insider’s View
1/29/2009
Using Leads and Opportunities
2/26/2009
Base System Commissions – What is Available
3/12/2009
Workflows for Sales and Marketing Staff
6/18/2009
Using Licensing and Appointments Data
7/2/2009
2009 “BGA Wish List”
Updates and Sessions
Session
Planned Date
Wish List Update 1
2/12/2009
Wish List Update 2
4/9/2009
Wish List Planning for 2009 CPC
7/30/2009
Wish List Planning for 2009 CPC
8/27/2009
Confirmation of Wish List 2009 CPC
11/5/2009
Version 6.7 Update/Highlights
Q2 (TBD)
Version 6.8 Update Highlights
Q4 (TBD)
Open Session Option for BGAs? (Ask E-Z
Data)
TBD
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 at www.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
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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: [email protected]
Direct phone: 404-486-9866
Thank you for your time and your business.
E-Z Data Confidential