smartoffice 6 mini series: smartoffice commissions for bgas: base system availability and use

E-Z Data Confidential

SmartOffice 6 Mini Series: SmartOffice Commissions for BGAs:

Base System Availability and Use

Welcome! This Webinar will be 30 minutes in length.

Please dial into: 712-432-3900 Code = 984124

SmartOffice 2009 BGA Webinar Series

> Version 10 of iLinc – first time use for BGA Webinar Series

Using iLINC 10

E-Z Data Confidential

AgendaAGENDA

April 19, 2023 Topic Time

Welcome and Introductory Content

John McFaddenGeneral Manager, BGA Services

5 minutes

Main ContentJill Johnson

&Todd Cohen

BGA Services

20 minutes

Questions and Answer Session 5 minutes

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• Visit www.ezdata.com/bga for a 2009 Schedule!

2009 Webinar Series

SmartOffice Commissions for BGAs: Base System Availability

and Use

The Rate File

> Value of populating rates• Access for everyone• No more paper!

> Access points• Carrier• Advisor• Case

> Reporting

Summary

> Proper User Roles/Licenses• Advisor Contract / License• Commission Rate Entry

> Define & Assign Contracts• From Carrier Definition – Contract Tab• Associate Contract to Advisor – Advisor Contract/Appt Tab

> Enter Rates• Side menu, Insurance, Commission Rates

> Customize Spreadsheets & Select Buttons• All Rates (in Spreadsheets)• Show Commission Rate Button

Carrier Interface

Commission Statement Data

Do YOU do business with these Carriers?

• AIG

• Prudential

• Genworth LTC

• United of Omaha

• Lincoln Benefit Life

• Protective

• Protective (Old Empire General)

Summary

> Proper User Roles/Licenses• SmartCommission – Carrier Interface

> Define Carrier • Carrier Id

> Define Advisor• Contract No.

> Reporting

Base System vs. Commission License

Base System Full Commission License

Rate File

Transaction Data From Carriers

Dynamic Reports

Commission Projections within Policies

Use Carrier Transaction data for Reconciliation

Reconciliation

Commission Statements for Advisors

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…

> Registration is FREE for SmartOffice Users

Register at www.ez-data.com/bga

Next BGA Webinar 3/26

Reporting: Creating Dynamic Reports Introductory Level

3.26.09 at 2pm ET

Watch for E-mail and Invite Coming Soon!

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: meg.rose@ezdata.com Direct phone: 404-486-9866

Thank you for your time and your business.

The End