E-Z Data Confidential SmartOffice 6 Mini Series: WinFlex Web and SmartOffice: A Powerful Combination Welcome! This Webinar will be 30 minutes in length.

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Presentation transcript:

E-Z Data Confidential SmartOffice 6 Mini Series: WinFlex Web and SmartOffice: A Powerful Combination Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) Code = SmartOffice 2008 BGA Webinar Series

E-Z Data Confidential Agenda AGENDA June 26, 2008TopicTime Welcome John McFadden General Manager, BGA Services 2 minutes SmartOffice 6 and WinFlex Web Meg Rose, FLMI, ACS Business Relationship Manager, BGA Markets Carolyn Carrasco Product Manager, Integrations 23 minutes Questions and Answers Karla Ochoa Sales and Marketing Assistant Guest: Mark Krantz eBix Exchange 5 minutes E-Z Data Confidential

Webinar Questions & Follow-up >Text chat available, if needed >Q&A at the end of call >We welcome additional s, phone calls and follow-up needs 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 here

E-Z Data Confidential Ramp Up Your SmartOffice 6 “Know How”…

It’s like getting a new model of your car… 1)Setting it Up for Your Comfort and “Drivability” >Home Page Personalization >Key BGA Business Management Reports >Highlights of 6.0 Enhancements in SmartOffice Modules 2)Learn More about Options: ºWinFlex Web Demo ºPaperClip Integration ºMobile PDA Option 3)Maximize Your Investment ºOverview of Wish List Items Integrated from 2007 CPC ºAttend our Client Partner Conference (BGA CPC) in 2008 SmartOffice 6 -- Mini-Series

SmartLink for WinFlex Web >Allows launch and use of WinFlex Web right from SmartOffice >Exports data from SmartOffice to Illustration Software and Vice-Versa >Automates a process that may have been manually done or disconnected previously

SmartOffice and WinFlex Web Prerequisites to Full Functionality >WinFlex Web or higher >SmartOffice 6 (but will work in release or higher) >SmartOffice Premier Edition for BGAs >Register for SmartLink for WinFlex Web >Access to Proposal Tracking content link >Rights to Carriers and Products >Adobe Reader

How it Works Demo Carolyn Carrasco Product Manager, Integrations

Reporting and Tracking…

Summary of Benefits WinFlex Web and SmartOffice “Combo” Benefits: >Ease of Set-up through SmartLink >Simplicity of Use >Work Flow Advantages and Automation of Illustration Process >Minimizes Typing, Clicking, Human Errors and Data Redundancy >Allows Tracking, Reporting and Management of Advisor and Business Opportunities >Compliance Advantage

Today’s Mini-Webinar Takeaways 1.How SmartOffice for WinFlex Web set-up 2.How SmartOffice for WinFlex Web works 3.How to integrate with SmartOffice Proposal Tracking features Apply and customize use in your own environment.

Next SmartOffice BGA Webinar July 10 th, 2pm ET 2007 BGA Client Partner Conference Wish List Session -- Follow-up and Update Hosted by E-Z Data’s Stacey Gabaldon and Sherry Isaacson Watch for invite and register online.

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, follow-up questions, etc? Meg Rose, Business Relationship Manager, BGA Markets, x7366 or Thank you for your time and your business. Stay tuned for Q&A.