E-Z Data Confidential SmartOffice 6 Mini Series: SmartOffice Commissions for BGAs: Base System...
-
Upload
gloria-neal -
Category
Documents
-
view
218 -
download
0
description
Transcript of E-Z Data Confidential SmartOffice 6 Mini Series: SmartOffice Commissions for BGAs: Base System...
E-Z Data Confidential
SmartOffice 6 Mini Series: SmartOffice Commissions for BGAs:
Base System Availability and Use
Welcome! This Webinar will be 30 minutes in length.
Please dial into: 712-432-3900 Code = 984124
SmartOffice 2009 BGA Webinar Series
> Version 10 of iLinc – first time use for BGA Webinar Series
Using iLINC 10
E-Z Data Confidential
AgendaAGENDA
May 3, 2023 Topic Time
Welcome and Introductory Content
John McFaddenGeneral Manager, BGA Services
5 minutes
Main ContentJill Johnson
&Todd Cohen
BGA Services
20 minutes
Questions and Answer Session 5 minutes
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” Concept• Visit www.ezdata.com/bga for a 2009 Schedule!
2009 Webinar Series
SmartOffice Commissions for BGAs: Base System Availability
and Use
The Rate File
> Value of populating rates• Access for everyone• No more paper!
> Access points• Carrier• Advisor• Case
> Reporting
Summary
> Proper User Roles/Licenses• Advisor Contract / License• Commission Rate Entry
> Define & Assign Contracts• From Carrier Definition – Contract Tab• Associate Contract to Advisor – Advisor Contract/Appt Tab
> Enter Rates• Side menu, Insurance, Commission Rates
> Customize Spreadsheets & Select Buttons• All Rates (in Spreadsheets)• Show Commission Rate Button
Carrier Interface
Commission Statement Data
Do YOU do business with these Carriers?
• AIG• Prudential• Genworth LTC• United of Omaha• Lincoln Benefit Life• Protective• Protective (Old Empire General)
Summary
> Proper User Roles/Licenses• SmartCommission – Carrier Interface
> Define Carrier • Carrier Id
> Define Advisor• Contract No.
> Reporting
Base System vs. Commission LicenseBase System Full Commission
LicenseRate File
Transaction Data From Carriers
Dynamic Reports
Commission Projections within Policies
Use Carrier Transaction data for Reconciliation
Reconciliation
Commission Statements for Advisors
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…> Registration is FREE for SmartOffice Users
Register at www.ez-data.com/bga
Next BGA Webinar 3/26
Reporting: Creating Dynamic Reports Introductory Level
3.26.09 at 2pm ET
Watch for E-mail and Invite Coming Soon!
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: [email protected] Direct phone: 404-486-9866
Thank you for your time and your business.
The End