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

SmartOffice 2008 BGA Webinar Series
SmartOffice 6 Mini Series:
WinFlex Web and SmartOffice:
A Powerful Combination
Welcome! This Webinar will be
30 minutes in length.
Please dial into: (712) 432-3000
Code = 238510
E-Z Data Confidential
Agenda
AGENDA
June 26, 2008
Topic
Time
2 minutes
Welcome
John McFadden
General Manager, BGA Services
SmartOffice 6 and WinFlex Web
23 minutes
Meg Rose, FLMI, ACS
Business Relationship Manager, BGA Markets
Carolyn Carrasco
Product Manager, Integrations
Questions and Answers
Karla Ochoa
Sales and Marketing Assistant
Guest: Mark Krantz
eBix Exchange
E-Z Data Confidential
5 minutes
Webinar Questions & Follow-up
> Text chat available, if needed
> Q&A at the end of call
> We welcome additional e-mails,
phone calls and follow-up needs
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Type 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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>
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Home Page Personalization
Key BGA Business Management Reports
Highlights of 6.0 Enhancements in SmartOffice Modules
2) Learn More about Options:
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WinFlex Web Demo
PaperClip Integration
Mobile PDA Option
3) Maximize Your Investment
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Overview of Wish List Items Integrated from 2007 CPC
Attend our Client Partner Conference (BGA CPC) in 2008
SmartLink for WinFlex Web
> Allows launch and use of WinFlex Web right
from SmartOffice
> Exports data from SmartOffice to Illustration
Software and Vice-Versa
> Automates a process that may have been
manually done or disconnected previously
SmartOffice and WinFlex Web
Prerequisites to Full Functionality
> WinFlex Web 1.61.08 or higher
> SmartOffice 6 (but will work in 5.1.3 release or
higher)
> SmartOffice Premier Edition for BGAs
> Register for SmartLink for WinFlex Web
> Access to Proposal Tracking content link
> Rights to Carriers and Products
> Adobe Reader
How it Works
Demo
Carolyn Carrasco
Product Manager, Integrations
Reporting and Tracking…
http://demo.ez-data.com/USA60/
Summary of Benefits
WinFlex Web and SmartOffice “Combo” Benefits:
> Ease of Set-up through SmartLink
> Simplicity of Use
> Work Flow Advantages and Automation of
Illustration Process
> Minimizes Typing, Clicking, Human Errors and Data
Redundancy
> Allows Tracking, Reporting and Management of
Advisor and Business Opportunities
> Compliance Advantage
Today’s Mini-Webinar Takeaways
1. How SmartOffice for WinFlex Web
set-up
2. How SmartOffice for WinFlex Web
works
3. How to integrate with SmartOffice
Proposal Tracking features
Apply and customize use in your own
environment.
Next SmartOffice BGA Webinar
July 10th, 2pm ET
2007 BGA Client Partner Conference Wish
List Session -- Follow-up and Update
Hosted by E-Z Data’s
Stacey Gabaldon and Sherry Isaacson
Watch for invite and register online.
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, follow-up questions, etc?
Meg Rose, Business Relationship Manager, BGA Markets,
626.585.3505 x7366 or [email protected]
Thank you for your time and your business.
Stay tuned for Q&A.
E-Z Data Confidential