E-Z Data Confidential Office Admin & User Settings: Is it Time for a “Spring Tune-Up”? Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) Code = Stay on line through silence and we will connect shortly. SmartOffice 2008 BGA Webinar Series #4

E-Z Data Confidential Agenda AGENDA Thursday May 1, 2008TopicTime Welcome John McFadden General Manager, BGA Services Meg Rose, FLMI, ACS Business Relationship Manager, BGA Markets 5 minutes An Overview of Office Settings and User Setup in SmartOffice Meg Rose 20 minutes Questions and Answers Stacey Gabaldon Product Manager Meg Rose 5 minutes E-Z Data Confidential

Webinar Questions & Follow-up >Type your questions and click the “send” button >Questions will be answered in Q&A at the end of call as timing permits with follow up in User Forum and direct >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...

>Coming Soon! 30 minute sessions with high-impact, quick takeaways (powerful methods 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 Watch for communications on dates and times, feel free to invite BGA and others! Smart Office 6 -- Mini-Series

E-Z Data Confidential Sneak Peek Access now available! Just add _v6 to office name …and consider joining the User Forum Ramp Up Your SmartOffice 6 “Know How”…

1st…Assess SmartOffice Set-up to Meet Strategic Needs? Individual PC Settings Up-to-Date? Office Security Needs Analyzed? Training and Know-How OK? Office Organization Still the Same? Then…Adjust Security Office Settings User Assignments, Permissions, Proxies, etc. Documentation and Training So Let’s Get Started.. Admin Spring Cleaning Check List

Spring Cleaning – Office Setup Strategy Questions  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?  Are your documents/communications as professional as you want them to be?  Do your user rights match their job roles?  Do your office settings match the way your team uses client information?

SmartOffice 6: Prepped for Success E-Z Data Confidential Windows XP with Service Pak 2 or later and latest Microsoft Updates Internet Explorer 7.0 or later Microsoft Office Suite 2003 or 2007 with latest updates Adobe Reader 6.0 or later Lotus® Notes® Version or later Download the latest Office updates at

SmartOffice Security: Basic Breakdown SmartOffice Security controls how the office and users function within SmartOffice. 2 levels of control: Office Setup User Setup >Key to productivity, data integrity and overall experience with the application >Administrator is key gatekeeper in this equation E-Z Data Confidential

More on SmartOffice Security >Power and views dependent on Security settings >Check User Assignments >Align Proxies – help avoid conflicts and increase productivity >Ensure accuracy of basic user data

Training and Documentation 24X7 E-Z Data Confidential SmartOffice 6 User Guides and documentation for Office Administration are now inside SmartOffice

Office Administration: Defining It E-Z Data Confidential

Office Administration E-Z Data Confidential

Office Administration E-Z Data Confidential

Ready to Adjust? Office Settings Inside SmartOffice >Let’s take a quick look… Setup Office Settings User Accounts User Rights Templates

Summary and Takeaways 1.View and Manage the “Big Picture” with: ºSecurity Setting – On or Off ºGlobal Proxy ºUser Accounts (List) 2.Make Your Role Easier with: ºDefault User Settings ºUser Rights Templates 3.Ease Auditing and Compliance with: ºSmartPad Recording Settings ºDisclaimers ºProtect Communication Option (6 only) FULL

E-Z Data Confidential Mark the Date and C’mon Down… BGA Client Partner Conference Sept 14 – 16 th, 2008 in Dallas, TX Register today at: Suggestions for topics, speakers, etc? or call Meg at x7366 or Thank you for your time and your business. Stay tuned for Q&A.