SmartOffice 6 Mini Series: Power Reports!: BGA Reports and How to Create and Use Them To Your Advantage

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SmartOffice 6 Mini Series Power Reports! BGA
Reports and How to Create and Use Them To Your
Advantage
SmartOffice 2008 BGA Webinar Series

• Welcome! This Webinar will be 30 minutes in
  length.
• Please dial into [phone]
• Code 238510

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Agenda
AGENDA AGENDA AGENDA
Thursday May 22, 2008 Topic Time

Welcome Karla OchoaSales and Marketing Assistant John McFadden General Manager, BGA Services 3 minutes
Power Reporting for BGAs in SO 6 Meg Rose, FLMI, ACS Business Relationship Manager, BGA Markets Stacey Gabaldon Product Manager, BGA Markets 20 minutes
Questions and Answers 5 minutes
E-Z Data Confidential
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Webinar Questions Follow-up

• Type your questions and click the send button
• Questions will be answered in QA at the end of
  call as timing permits with follow up in User
  Forum and direct e-mail
• 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)

Type and send questions here . . .
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Ramp Up Your SmartOffice 6 Know How
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SmartOffice 6 -- Mini-Series

• Its like getting a new model of your car
• Setting it Up for Your Comfort and Drivability
• Home Page Personalization
• Key BGA Business Management Reports
• Highlights of 6.0 Enhancements in SmartOffice
  Modules
• Learn More about Options
• WinFlex Web Demo
• PaperClip Integration
• Mobile PDA Option
• Maximize Your Investment
• Overview of Wish List Items Integrated from 2007
  CPC
• Attend our Client Partner Conference (BGA CPC) in
  2008

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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

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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.

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Smart Office 6.0 ReportingPlaying 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 agencys?
• Key reports should measure them.

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SmartOffice Reports Can Serve Up Powerful Info

• Principal/BGA
• Marketing
• New Business

• Strategic and Sales
• CRM, Trends
• Case Management, Workload Balance

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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 agencyand see the power of information
  available at your fingertips.
• http//demo.ez-data.com/USA60/

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Todays 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? ?

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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 inSmartOffice
• Watch for e-mail to follow on
• Friday.

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SmartOffice PDF Reports Directory
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Mark the Date and Cmon 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
• meg.rose_at_ezdata.com
• Thank you for your time and your business.
• Stay tuned for QA.