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E-Z Data Confidential SmartOffice 6 Mini Series: 2007 BGA CPC Wish List Session Review Welcome! This Webinar will being shortly and is scheduled for 30.

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Presentation on theme: "E-Z Data Confidential SmartOffice 6 Mini Series: 2007 BGA CPC Wish List Session Review Welcome! This Webinar will being shortly and is scheduled for 30."— Presentation transcript:

1 E-Z Data Confidential SmartOffice 6 Mini Series: 2007 BGA CPC Wish List Session Review Welcome! This Webinar will being shortly and is scheduled for 30 minutes. Please dial into: (712) Code = SmartOffice 2008 BGA Webinar Series

2 E-Z Data Confidential Agenda AGENDA Thursday, July 10, 2008TopicTime Welcome and Introduction John McFadden General Manager, BGA Services Meg Rose, FLMI, ACS Business Relationship Manager, BGA Markets 5 minutes BGA CPC 2007 Wish List Session Review Sherri Isaacson, Product Manager, BGA Markets Stacey Gabaldon Product Manager, BGA Markets 20 minutes Questions and Answers Led by: Karla Ochoa Sales and Marketing Assistant 5 minutes E-Z Data Confidential

3 Webinar Questions & Follow-up During the call: Phones are muted. Text chat will be monitored for technical issues. Q & A at the end of call: Press 5 and then * and your phone will be un-muted so you can ask a question. Karla will offer reminder. 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)

4 E-Z Data Confidential Its like getting a new model of your car… 1)Setting it Up for Your Comfort and Drivability >Home Page Personalization >Key BGA Business Management Reports >Highlights of 6.0 Enhancements in SmartOffice Modules 2)Learn More about Options: ºWinFlex Web Demo ºPaperClip Integration ºMobile PDA Option 3)Maximize Your Investment ºOverview of Wish List Items Integrated from 2007 CPC ºAttend our Client Partner Conference (BGA CPC) in 2008 SmartOffice 6 -- Mini-Series

5 E-Z Data Confidential It All Starts with a Wish… Where it all happens: E-Z Datas BGA Client Partner Conference Partnership Approach September 14 – 16 in Dallas Registration Open NOW Why you need to be there: The Wish List Session Your chance to provide input to the development priorities 5 issues and 5 votes

6 E-Z Data Confidential Wish List Update

7 E-Z Data Confidential Wish List Distribution 58 Total Items

8 E-Z Data Confidential Definition of Terms >Done Sometimes delivery depends on version >In Process Designs complete and coding started >Design Documentation started and is not yet completed or approved. Coding not started >Reviewed Reviewed but they received no votes so not a priority >No Action Unable to accomplish for a variety of reasons including technical reasons >Partially Complete Completed one or more parts but one or more also outstanding >Training SmartOffice already offers the function, training or workaround solves the issue

9 E-Z Data Confidential Wish List Current Status 58 Total Items

10 E-Z Data Confidential Wish List Current Status Items with More than 1 Vote All Items

11 E-Z Data Confidential Wish List by Status and Votes

12 E-Z Data Confidential Top Wish List Items – 13 votes >Edit button on Dynamic Report result screen >Weekly status Enhancements

13 E-Z Data Confidential Top Wish List Items – 13 votes > Ability to minimize screens

14 E-Z Data Confidential Top Wish List Items >11 Votes - Improve Follow-up navigation (with next/previous buttons) >9 Votes - Multiple addresses per Advisor per function

15 E-Z Data Confidential Top Wish List Items >8 Votes Commission Module to allow validation of Advisor Payments made by Carriers

16 E-Z Data Confidential Other Enhancements Pending Case Module39 Advisor33 Commission Tracking27 Pending Case Download18 Policy17 Product/Carrier13 Service Provider2 Total Items149

17 E-Z Data Confidential Specific Enhancement Examples >Carbon Copy (cc:) feature for letters that are sent to advisors >Underwriting Guidelines: by Line of business and the ability to copy from grid to grid >Requirement Add process on pending cases has been improved for efficiency >POS representative and POS underwriter fields are now available >Await Approval workflow logic has been updated >Default letters and recipients added for pending case letters (carrier/advisor) >Side by side has been redesigned >Immediate access to home office download record in pending case

18 E-Z Data Confidential Side by Side Redesign

19 E-Z Data Confidential Takeaways >Attend Annual CPC – Including Wish List Session Sign up for CPC Meeting Dallas September 14 – 16 ºwww.ez-data.com/bga2008www.ez-data.com/bga2008 Prepare for the Wish List Session >Engage in Continuous Learning & Improvement Opportunities User Forums, FastClasses Webinars Additional Training and Tech Support >Give Us Your Feedback Based on your feedback and input Please complete the survey you will be receiving

20 E-Z Data Confidential Mark the Date and Cmon Down… BGA Client Partner Conference Sept 14 – 16 th, 2008 in Dallas, TX Register today at: Questions? x7366 or Thank you for your time and your business. Stay tuned for Q&A.


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