e-z data confidential smartoffice 6 mini series: 2007 bga cpc wish list session review welcome! this...
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E-Z Data ConfidentialE-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) 432-3000 Code = 238510
SmartOffice 2008 BGA Webinar Series
E-Z Data ConfidentialE-Z Data Confidential
AgendaAGENDA
Thursday, July 10, 2008 Topic Time
Welcome and Introduction
John McFaddenGeneral Manager, BGA Services
Meg Rose, FLMI, ACSBusiness Relationship Manager, BGA Markets
5 minutes
BGA CPC 2007 Wish List Session Review
Sherri Isaacson,Product Manager, BGA Markets
Stacey GabaldonProduct Manager, BGA Markets
20 minutes
Questions and Answers
Led by: Karla OchoaSales and Marketing Assistant
5 minutes
E-Z Data Confidential
E-Z Data ConfidentialE-Z Data Confidential
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)
E-Z Data Confidential
It’s 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:º WinFlex Web Demoº PaperClip Integrationº Mobile PDA Option
3) Maximize Your Investmentº Overview of Wish List Items Integrated from 2007 CPCº Attend our Client Partner Conference (BGA CPC) in 2008
SmartOffice 6 -- Mini-Series
E-Z Data Confidential
It All Starts with a Wish…
Where it all happens:E-Z Data’s 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
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Wish List Update
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Wish List Current Status
16
12
7 7
9
16
0
2
4
6
8
10
12
14
16
Done In process PartiallyComplete
Design Training No Action Reviewed
Current Status
58 Total Items
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Wish List Current Status
Items with More than 1 Vote
All Items
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Wish List by Status and Votes
5
16
2
1
7
3
3
2
1
2
1
1
1
1
1
1
1
1
1
1
1 1 12
1
0
5
10
15
20
25
0 1 2 3 4 5 6 7 8 9 10 11 12 13Number of Votes
In Process
Training
Partially Complete
Reviewed
No Action
Design
Done
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Top Wish List Items – 13 votes
> Edit button on Dynamic Report result screen
> Weekly status Enhancements
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Top Wish List Items – 13 votes
> Ability to minimize screens
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Top Wish List Items
> 11 Votes - Improve Follow-up navigation (with next/previous buttons)
> 9 Votes - Multiple e-mail addresses per Advisor per function
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Top Wish List Items
> 8 Votes
Commission Module to allow validation of Advisor Payments made by Carriers
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Other Enhancements
Pending Case Module 39
Advisor 33
Commission Tracking 27
Pending Case Download 18
Policy 17
Product/Carrier 13
Service Provider 2
Total Items 149
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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
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Side by Side Redesign
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“Takeaways”
> Attend Annual CPC – Including Wish List Session
• Sign up for CPC Meeting Dallas September 14 – 16º www.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
E-Z Data ConfidentialE-Z Data Confidential
Mark the Date and C’mon Down…
BGA Client Partner Conference Sept 14 – 16th, 2008 in Dallas, TXRegister today at: http://www.ez-data.com/bga2008
Questions? 626.585.3505 x7366 or [email protected]
Thank you for your time and your business.Stay tuned for Q&A.