E-Z Data Confidential 2009 Overview: Plans, Events and Learning Opportunities Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) Code = SmartOffice 2009 BGA Webinar Series

E-Z Data Confidential Agenda AGENDA January 15, 2009TopicTime Welcome and Introduction John McFadden General Manager, BGA Services E-Z Data 3 minutes Highlights of Our 2009 BGA Partnership Plans and SmartOffice Learning Opportunities Meg Rose, FLMI, ACS BGA Relationship Manager E-Z Data 20 minutes Partner Participation – What are Your SmartOffice Resolutions? BGA Participants 5-7 minutes 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 (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! EMSI Portamedic/Hooper Holmes Exam One Express Imaging Superior Mobile Medics APPS APS 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” Concept Watch for communications or visit Web pages for dates and times, invite your team! 2009 Webinar Series

2009 BGA Webinar Series Tentative Topics and Dates TopicDate 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/ /22/ /19/2009

2009 BGA Webinar Series Other Tentative Topics and Dates TopicDate Smart Office Release Cycle: 2009 Schedule and Insider’s View 1/29/2009 Using Leads and Opportunities2/26/2009 Base System Commissions – What is Available3/12/2009 Workflows for Sales and Marketing Staff6/18/2009 Using Licensing and Appointments Data7/2/2009

2009 “BGA Wish List” Updates and Sessions SessionPlanned Date Wish List Update 12/12/2009 Wish List Update 24/9/2009 Wish List Planning for 2009 CPC7/30/2009 Wish List Planning for 2009 CPC8/27/2009 Confirmation of Wish List 2009 CPC11/5/2009 Version 6.7 Update/HighlightsQ2 (TBD) Version 6.8 Update HighlightsQ4 (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

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 29 th 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? Direct phone: Thank you for your time and your business.