E-Z Data Confidential

2009 Overview: Plans, Events and

Learning Opportunities

Welcome! This Webinar will be 30 minutes in length.

Please dial into: (712) 432-3000 Code = 238510

SmartOffice 2009 BGA Webinar Series

E-Z Data Confidential

AgendaAGENDA

January 15, 2009 Topic Time

Welcome and Introduction

John McFaddenGeneral Manager, BGA Services

E-Z Data

3 minutes

Highlights of Our 2009 BGA Partnership Plans and SmartOffice Learning Opportunities

Meg Rose, FLMI, ACSBGA Relationship Manager

E-Z Data

20 minutes

Partner Participation – What are Your SmartOffice Resolutions?

BGA Participants

5-7 minutes

E-Z Data Confidential

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

www.ezdata.com (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!

EMSIPortamedic/Hooper HolmesExam OneExpress ImagingSuperior Mobile MedicsAPPSAPS 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” ConceptWatch for e-mail communications or visit Web

pages for dates and times, invite your team!

2009 Webinar Series

2009 BGA Webinar Series Tentative Topics and Dates

Topic Date

Dynamic ReportsCreating Dynamic Reports – Intro LevelCreating Dynamic Reports – Advanced LevelUsing Production Reports Effectively

3/12/20093/26/20094/23/2009

CorrespondenceLetter Writing and Mass CorrespondenceWorking With Merge Codes and CorrespondenceHow We Use SmartOffice to Correspond (User Led)

5/7/20095/21/20096/4/2009

Pending Case ManagementAPS ReimbursementUnderstanding Workflows for Pending Case ManagementAlternate Methods for Using Pending Case Downloads

7/16/20097/30/20098/13/2009

Advisor CommunicationsSmartView for Advisors - Two Views ComparedSmartView for Advisors – Creating a Home Page View for AdvisorsHow We Use Advisor Requests (Best Practice/User Led)

10/8/200910/22/200911/19/2009

2009 BGA Webinar Series Other Tentative Topics and Dates

Topic Date

Smart Office Release Cycle: 2009 Schedule and Insider’s View

1/29/2009

Using Leads and Opportunities 2/26/2009

Base System Commissions – What is Available 3/12/2009

Workflows for Sales and Marketing Staff 6/18/2009

Using Licensing and Appointments Data 7/2/2009

2009 “BGA Wish List” Updates and Sessions

Session Planned Date

Wish List Update 1 2/12/2009

Wish List Update 2 4/9/2009

Wish List Planning for 2009 CPC 7/30/2009

Wish List Planning for 2009 CPC 8/27/2009

Confirmation of Wish List 2009 CPC 11/5/2009

Version 6.7 Update/Highlights Q2 (TBD)

Version 6.8 Update Highlights Q4 (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 www.ez-data.com/bga

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 WebinarsWatch Fast ClassesDownload and Reference

User’s GuidesParticipate in 2009 BGA CPCAsk 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 29th 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?

E-mail: meg.rose@ezdata.com

Direct phone: 404-486-9866

Thank you for your time and your business.