E-Z Data Confidential
2009 Overview: Plans, Events and
Learning Opportunities
Welcome! This Webinar will be 30 minutes in length.
Please dial into: (712) 432-3000 Code = 238510
SmartOffice 2009 BGA Webinar Series
E-Z Data Confidential
AgendaAGENDA
January 15, 2009 Topic Time
Welcome and Introduction
John McFaddenGeneral Manager, BGA Services
E-Z Data
3 minutes
Highlights of Our 2009 BGA Partnership Plans and SmartOffice Learning Opportunities
Meg Rose, FLMI, ACSBGA Relationship Manager
E-Z Data
20 minutes
Partner Participation – What are Your SmartOffice Resolutions?
BGA Participants
5-7 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
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
Now Handling e-Orders in SmartOffice!
EMSIPortamedic/Hooper HolmesExam OneExpress ImagingSuperior Mobile MedicsAPPSAPS Workflow
Service Provider Partnerships
The Plan For the Year Ahead
E-Z Data Confidential
> 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” ConceptWatch for e-mail communications or visit Web
pages for dates and times, invite your team!
2009 Webinar Series
2009 BGA Webinar Series Tentative Topics and Dates
Topic Date
Dynamic ReportsCreating Dynamic Reports – Intro LevelCreating Dynamic Reports – Advanced LevelUsing Production Reports Effectively
3/12/20093/26/20094/23/2009
CorrespondenceLetter Writing and Mass CorrespondenceWorking With Merge Codes and CorrespondenceHow We Use SmartOffice to Correspond (User Led)
5/7/20095/21/20096/4/2009
Pending Case ManagementAPS ReimbursementUnderstanding Workflows for Pending Case ManagementAlternate Methods for Using Pending Case Downloads
7/16/20097/30/20098/13/2009
Advisor CommunicationsSmartView for Advisors - Two Views ComparedSmartView for Advisors – Creating a Home Page View for AdvisorsHow We Use Advisor Requests (Best Practice/User Led)
10/8/200910/22/200911/19/2009
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 WebinarsWatch Fast ClassesDownload and Reference
User’s GuidesParticipate in 2009 BGA CPCAsk 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
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.