Transcript SmartOffice 6 Mini-Series -- Personalize it! Setting Up Your New

SmartOffice 2008 BGA Webinar Series
SmartOffice 6 Mini Series:
Power Reports!: BGA Reports and How to
Create and Use Them To Your Advantage
Welcome! This Webinar will be
30 minutes in length.
Please dial into: (712) 432-3000
Code = 238510
E-Z Data Confidential
Agenda
AGENDA
Thursday May 22, 2008
Topic
Time
Welcome
3 minutes
Karla Ochoa
Sales and Marketing Assistant
John McFadden
General Manager, BGA Services
Power Reporting for BGAs in SO 6
20 minutes
Meg Rose, FLMI, ACS
Business Relationship Manager, BGA Markets
Stacey Gabaldon
Product Manager, BGA Markets
Questions and Answers
E-Z Data Confidential
5 minutes
Webinar Questions & Follow-up
> Type your questions and click the
“send” button
> Questions will be answered in Q&A at
the end of call as timing permits with
follow up in User Forum and direct
e-mail
>
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Type and send questions here . . .
E-Z Data Confidential
Ramp Up Your SmartOffice 6 “Know How”…
E-Z Data Confidential
SmartOffice 6 -- Mini-Series
It’s like getting a new model of your car…
1)
Setting it Up for Your Comfort and “Drivability”
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>
>
2)
Learn More about Options:
º
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3)
Home Page Personalization
Key BGA Business Management Reports
Highlights of 6.0 Enhancements in SmartOffice Modules
WinFlex Web Demo
PaperClip Integration
Mobile PDA Option
Maximize Your Investment
º
º
Overview of Wish List Items Integrated from 2007 CPC
Attend our Client Partner Conference (BGA CPC) in 2008
Changes Related to Reporting in
SmartOffice 6.0
> Dynamic Report Snapshots and Quick
Glance Pie Charts on Home Page
> Column Sorting and Filtering Easier
> Dynamic and PDF Report Options
PDF Reports
> All PCM/Agent/Office Reports now in PDF
(with same report settings)
> Group Policy Reports Added
• 5 reports and report set up options simplified
Creating the “WOW” Factor
Ever been this excited about your data?
Reports can shine light on new business
opportunities or just help us get out of a rut.
Smart Office 6.0 Reporting:
Playing to Your Advantage
> Creates the WOW factor of this system
> Allows for strategic management
> Allows for performance management and
agility and flexibility in teamwork
> Show business strengths and weaknesses
> Can be adjusted for your “measures of
success”
What are your criteria? Your agency’s?
Key reports should measure them.
SmartOffice Reports Can
Serve Up Powerful Info
> Principal/BGA
> Marketing
> New Business
> Strategic and Sales
> CRM, Trends
> Case Management,
Workload Balance
Reporting in SmartOffice 6.0 - Demo
Agenda of our demo:
> Reports and SmartOffice
> Focus on Dynamic Reports
> Report Categories, Filters/Column Formatting
> Run and review several reports for the brokerage
general agency…and see the power of information
available at your fingertips.
> http://demo.ez-data.com/USA60/
Today’s Mini-Webinar Takeaways
> How to Find and Use Current SmartOffice
Reports
> Key Reports for Your Role and Agency
(document for favorites to be sent via e-mail)
> Thoughts on New Reports to Build or
Request Help to Build
> Confidence and Know-How to Adjust as
Needs Change
> A New Passion for Data Mining? 
BGA Report Bonus for Attendance
Exclusive for attendees today:
> Sample “my favorites” list for Case
Managers, BGA, and Marketing types
> Link to download of PDF summary
of PDF reports available
and applicable to BGAs in
SmartOffice
Watch for e-mail to follow on
Friday.
SmartOffice PDF Reports Directory
Mark the Date and C’mon Down…
BGA Client Partner Conference
Sept 14 – 16th, 2008 in Dallas, TX
Register today at: http://www.ez-data.com/bga2008
Suggestions for topics, speakers, etc?
E-mail or call Meg at 626.585.3505 x7366 or
[email protected]
Thank you for your time and your business.
Stay tuned for Q&A.
E-Z Data Confidential