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E-Z Data Confidential BGA Reporting: Using Production Reports Effectively in SmartOffice Welcome! This Webinar will be 30 minutes in length. Please dial.

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Presentation on theme: "E-Z Data Confidential BGA Reporting: Using Production Reports Effectively in SmartOffice Welcome! This Webinar will be 30 minutes in length. Please dial."— Presentation transcript:

1 E-Z Data Confidential BGA Reporting: Using Production Reports Effectively in SmartOffice Welcome! This Webinar will be 30 minutes in length. Please dial into: Code = SmartOffice 2009 BGA Webinar Series

2 E-Z Data Confidential Agenda AGENDA January 29, 2009TopicTime Welcome and Introduction John McFadden General Manager, BGA Services E-Z Data Meg Rose, FLMI, ACS Business Relationship Manager E-Z Data 3 minutes Using Production Reports Effectively in SmartOffice Adrienne Blankenship, Trainer, BGA Services E-Z Data 20 minutes Q&A Session BGA Participants 5 minutes E-Z Data Confidential

3 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 well un-mute your line. >We have allocated time for suggestions and questions at the end of the call

4 > 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 for a 2009 Schedule!www.ezdata.com/bga 2009 Webinar Series

5 BGA Reporting – Webinar Series TODAY: Using Production Reports Effectively March 26 – Introductory Reporting Concepts April 9 -- Advanced Reporting Concepts E-Z Data Confidential

6 Core and Explore > Core Where to Find Basic Training and Help º Understanding the Fundamentals º Understanding the Purpose of Report Categories Working With Whats Already There Deciding How Dynamic Reports Can Help You… º Track Underwriting Activity º Report Production by Carrier, LOB, Advisor, etc. º Provide Services º Facilitate Workflow Improvement E-Z Data Confidential

7 Core Resources for SmartOffice Reporting Fundamentals E-Z Data Confidential

8 Core and Explore > Core Where to Find Basic Training and Help º Understanding the Fundamentals º Understanding the Purpose of Report Categories Working With Whats Already There Deciding How Dynamic Reports Can Help You… º Track Underwriting Activity º Report Production by Carrier, LOB, Advisor, etc. º Provide Services º Facilitate Workflow Improvement E-Z Data Confidential

9 Core Resources for SmartOffice Reporting Fundamentals E-Z Data Confidential

10 Core and Explore > Core Where to Find Basic Training and Help º Understanding the Fundamentals º Understanding the Purpose of Report Categories Working With Whats 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

11 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

12 Core and Explore > Core Some Report Examples º Classes –Track Underwriting Activity »Cases with outstanding Apss –Marketing »Advisor Has Life Policy in Past Two years (or Doesnt) –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

13 Core and Explore > Core Sample Homepage for Advisors º Birthday Report º Pending Case Summary º Inforce Case Summary º License and Appointment Summary E-Z Data Confidential Stay Tuned for Follow-On DR 201 and DR 301!

14 Core and Explore > Explore Modifying Existing Reports Creating New Reports Using Filters º Understanding System Filters º Creating Your Own Custom Filters º Pros and Cons of Sharing Filters Report Options º Scheduling and ing º Using Excel Templates E-Z Data Confidential

15 Takeaways from Todays 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

16 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

17 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

18 We Want Your Input How Can We Be a Better Business Partner? Suggestions for topics or to request further business development and partnership opportunities? Direct phone: Thank you for your time and your business.


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