1. Advanced Reporting John Pattison Account Manager Stacey Gabaldon Product Manager E-Z Data

2. Advanced Reporting Data entry….Intro

3. Production Reporting Detailed production

4. Production Reports Top producer trend

5. Production Reports No production for this year

6. Production Dashboard Specify production period Configure spreadsheet Sort by: Agents Agencies LOB Supervisor Product

7. Production Dashboard Production roll-up by supervisor

8. Production Dashboard

9. Opportunity Reports

11. Opportunity Excel Report Calculated tables and graphical representations Forecasting Sale made vs. sale lost Revenue by owner Campaign revenue Opportunity ratios

12. Opportunity Excel Reports View sales pipeline by campaign

13. Opportunity Excel Reports Forecasting by month and campaign

14. Operation Management Reports As agency managers, do you know… How fast your cases are moving through the application pipeline? What percentage of cases moving through the pipeline you are getting $$ on? Where you might have opportunity or need for improvement?

15. Operation Management Reports How do you manage now? How much time do you have to spend to gather this information? Is that more time than you can afford … so you just do without it? Did you know that SmartOffice can provide you this data at the touch of a button?

16. Measuring Cycle Times Did you know? You can get your overall, average and median cycle time You can get your average and median cycle time by carrier If you have an office hierarchy you can get average cycle time by office

17. Cycle Times Measuring elapsed time between stages

18. Cycle Times How long is it taking to get cases through underwriting:

19. Cycle Times By Carrier Average and Median for BGA:

20. Cycle Times By Individual Office

21. Analyzing Placement Ratios You can evaluate placement ratio by: Carrier Agency Office Advisor Case manager

22. Placement Ratio Percentage of cases moving through the pipeline that resulted in commission:

23. Placement Ratio Case count and placement ratio by carrier

24. Placement Ratio Case count and placement ratio by agency

25. Placement Ratio Case count and placement ratio by office

26. Placement Ratio Case count and placement ratio by advisor

27. Placement Ratio Case count and placement ratio by case manager