E-Z Data Confidential BGA Reporting: Using Production Reports Effectively in SmartOffice Welcome! This Webinar will be 30 minutes in length. Please dial into: 218-486-7200 Code = 171058 SmartOffice 2009 BGA Webinar Series
Mar 26, 2015
E-Z Data Confidential
BGA Reporting: Using Production Reports Effectively in SmartOffice
Welcome! This Webinar will be 30 minutes in length.
Please dial into: 218-486-7200Code = 171058
SmartOffice 2009 BGA Webinar Series
E-Z Data Confidential
AgendaAGENDA
January 29, 2009 Topic Time
Welcome and Introduction
John McFaddenGeneral Manager, BGA Services
E-Z Data
Meg Rose, FLMI, ACSBusiness Relationship Manager
E-Z Data
3 minutes
Using Production Reports Effectively in SmartOffice
Adrienne Blankenship, Trainer, BGA ServicesE-Z Data
20 minutes
Q&A Session
BGA Participants
5 minutes
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
> 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
BGA Reporting – Webinar Series
TODAY: Using Production Reports Effectively
March 26 – Introductory Reporting Concepts
April 9 -- Advanced Reporting Concepts
E-Z Data Confidential
Core and Explore
> Core• Where to Find Basic Training and Help
º Understanding the Fundamentalsº Understanding the Purpose of Report Categories
• Working With What’s Already There• Deciding How Dynamic Reports Can Help
You…º Track Underwriting Activityº Report Production by Carrier, LOB, Advisor, etc.º Provide Servicesº Facilitate Workflow Improvement
E-Z Data Confidential
Core Resources for SmartOffice Reporting Fundamentals
E-Z Data Confidential
Core and Explore
> Core• Where to Find Basic Training and Help
º Understanding the Fundamentalsº Understanding the Purpose of Report Categories
• Working With What’s Already There• Deciding How Dynamic Reports Can Help
You…º Track Underwriting Activityº Report Production by Carrier, LOB, Advisor, etc.º Provide Servicesº Facilitate Workflow Improvement
E-Z Data Confidential
Core Resources for SmartOffice Reporting Fundamentals
E-Z Data Confidential
Core and Explore
> Core• Where to Find Basic Training and Help
º Understanding the Fundamentalsº Understanding the Purpose of Report Categories
• Working With What’s Already There• Deciding How Dynamic Reports Can Help
You…» Track Underwriting Activity» Report Production by Carrier, LOB,
Advisor, etc.» Provide Services» Facilitate Workflow Improvement
E-Z Data Confidential
Core and Explore
> Core • Organizing Your Basic Set of Reports
º Homepage– Real time – they execute user lands– Secure – data is filtered according to logged
in user access rights– Flexible – design custom homepages
» NB/Underwriting» Marketing» Advisors
º Favorites - Creating Your Personal List
E-Z Data Confidential
Core and Explore
> Core • Some Report Examples
º Classes– Track Underwriting Activity
» Cases with outstanding Aps’s
– Marketing» Advisor Has Life Policy in Past Two years (or
Doesn’t)
– Provide Services» Pending Cases Submitted This Year by Advisor» Life Inforce Cases by Advisor in the Last Year
– Workflow Improvement» Outstanding Requirements for Pending Cases
with F/U Data in the Next 7 Days by Insured
E-Z Data Confidential
Core and Explore
> Core • Sample Homepage for Advisors
º Birthday Reportº Pending Case Summaryº Inforce Case Summaryº License and Appointment Summary
E-Z Data Confidential
Stay Tuned for Follow-On DR 201 and DR 301!
Core and Explore
> Explore• Modifying Existing Reports• Creating New Reports• Using Filters
º Understanding System Filtersº Creating Your Own Custom Filtersº Pros and Cons of Sharing Filters
• Report Optionsº Scheduling and E-mailingº Using Excel Templates
E-Z Data Confidential
Takeaways from Today’s Session
> Take Ownership of Your Own Reporting • Set up SmartOffice Reports to Fit You
> Use Home Page Tabs for Quick Access• Reporting Tabs for Snapshots and Click-tos
> Put Your Reports to Use • Use with Mass Communication
and Filters
Attend Additional Reporting Webinars
E-Z Data Confidential
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
Next BGA Webinar 2/26
> 2008 BGA Wish List for SmartOffice – Quarterly Update on Developments
How are we doing in making your dreams come true?
E-Z Data Confidential
E-Z Data Confidential
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.