E-Z Data Confidential

BGA Reporting: Using Production Reports Effectively in SmartOffice

Welcome! This Webinar will be 30 minutes in length.

Please dial into: 218-486-7200Code = 171058

SmartOffice 2009 BGA Webinar Series

E-Z Data Confidential

AgendaAGENDA

January 29, 2009 Topic Time

Welcome and Introduction

John McFaddenGeneral Manager, BGA Services

E-Z Data

Meg Rose, FLMI, ACSBusiness Relationship Manager

E-Z Data

3 minutes

Using Production Reports Effectively in SmartOffice

Adrienne Blankenship, Trainer, BGA ServicesE-Z Data

20 minutes

Q&A Session

BGA Participants

5 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

> 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

BGA Reporting – Webinar Series

TODAY: Using Production Reports Effectively

March 26 – Introductory Reporting Concepts

April 9 -- Advanced Reporting Concepts

E-Z Data Confidential

Core and Explore

> Core• Where to Find Basic Training and Help

º Understanding the Fundamentalsº Understanding the Purpose of Report Categories

• Working With What’s Already There• Deciding How Dynamic Reports Can Help

You…º Track Underwriting Activityº Report Production by Carrier, LOB, Advisor, etc.º Provide Servicesº Facilitate Workflow Improvement

E-Z Data Confidential

Core Resources for SmartOffice Reporting Fundamentals

E-Z Data Confidential

Core and Explore

> Core• Where to Find Basic Training and Help

º Understanding the Fundamentalsº Understanding the Purpose of Report Categories

• Working With What’s Already There• Deciding How Dynamic Reports Can Help

You…º Track Underwriting Activityº Report Production by Carrier, LOB, Advisor, etc.º Provide Servicesº Facilitate Workflow Improvement

E-Z Data Confidential

Core Resources for SmartOffice Reporting Fundamentals

E-Z Data Confidential

Core and Explore

> Core• Where to Find Basic Training and Help

º Understanding the Fundamentalsº Understanding the Purpose of Report Categories

• Working With What’s Already There• Deciding How Dynamic Reports Can Help

You…» Track Underwriting Activity» Report Production by Carrier, LOB,

Advisor, etc.» Provide Services» Facilitate Workflow Improvement

E-Z Data Confidential

Core and Explore

> Core • Organizing Your Basic Set of Reports

º Homepage– Real time – they execute user lands– Secure – data is filtered according to logged

in user access rights– Flexible – design custom homepages

» NB/Underwriting» Marketing» Advisors

º Favorites - Creating Your Personal List

E-Z Data Confidential

Core and Explore

> Core • Some Report Examples

º Classes– Track Underwriting Activity

» Cases with outstanding Aps’s

– Marketing» Advisor Has Life Policy in Past Two years (or

Doesn’t)

– Provide Services» Pending Cases Submitted This Year by Advisor» Life Inforce Cases by Advisor in the Last Year

– Workflow Improvement» Outstanding Requirements for Pending Cases

with F/U Data in the Next 7 Days by Insured

E-Z Data Confidential

Core and Explore

> Core • Sample Homepage for Advisors

º Birthday Reportº Pending Case Summaryº Inforce Case Summaryº License and Appointment Summary

E-Z Data Confidential

Stay Tuned for Follow-On DR 201 and DR 301!

Core and Explore

> Explore• Modifying Existing Reports• Creating New Reports• Using Filters

º Understanding System Filtersº Creating Your Own Custom Filtersº Pros and Cons of Sharing Filters

• Report Optionsº Scheduling and E-mailingº Using Excel Templates

E-Z Data Confidential

Takeaways from Today’s Session

> Take Ownership of Your Own Reporting • Set up SmartOffice Reports to Fit You

> Use Home Page Tabs for Quick Access• Reporting Tabs for Snapshots and Click-tos

> Put Your Reports to Use • Use with Mass Communication

and Filters

Attend Additional Reporting Webinars

E-Z Data Confidential

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

Next BGA Webinar 2/26

> 2008 BGA Wish List for SmartOffice – Quarterly Update on Developments

How are we doing in making your dreams come true?

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.