AGB Presentation Builder & UW & SS New Business Worksite

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Presentation transcript:

AGB Presentation Builder & UW & SS New Business Worksite

Presentation Builder Sharepoint site open to all AGB employees Houses library of generic presentation materials on AGB products, programs, and services Houses library of approved imagery for use in presentations and other electronic materials Links to Underwriting and Sales Support New Business Worksite

Let’s take a tour! (http://midp-wss-002/sites/AGBLibrary/default.aspx)

Things to keep in mind… The Presentation Builder is a constant work in progress so check back often for: Vertical presentations and images Presentations around globalization initiatives New materials as our business continues to expand We want your feedback E-mail me (DunnA@aetna.com) Fill out the survey

Underwriting and Sales Support New Business Worksite Meant to replace the Shared folders Help resolve server issues Same file setup as shared drive Folders by region Provides better file management (users can see when file has been last updated and by whom) Users can set up alerts to be notified when changes occur Open all new opportunities in Sharepoint starting February 1. Existing cases will remain on the Shared drive until complete

Training: UW & SS

Tips on using Sharepoint Sharepoint is accessible through the Xtranet. View the corresponding instructions. To download multiple files, work in Windows Explorer Map network drives by opening Windows Explorer and selecting Tools > Map Network Drive. Paste in the following address for the Presentation Builder: http://midp-wss-002/sites/AGBLibrary/default.aspx Repeat the instructions above but paste in the following address for the UW & SS site: http://midp-wss-002/sites/AGBLibrary/UWSalesSupport/default.aspx Highlight, drag, and drop files into the appropriate folder on your hard drive.

Tips on using Sharepoint When creating/uploading folders or files to the UW & SS site, avoid special characters in the names: No spaces, use underscore instead No punctuation No special characters like % or $ Examples: Bad file name: New Opportunity $1 million.doc Good file name: New_Opportunity_1million.doc

Questions? Feel free to contact me if you have any questions about using Sharepoint. DunnA@aetna.com 215-679-8031