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SmartOffice 6 Mini Series: WinFlex Web and SmartOffice: A Powerful Combination

SmartOffice 2008 BGA Webinar Series. SmartOffice 6 Mini Series: WinFlex Web and SmartOffice: A Powerful Combination . Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) 432-3000 Code = 238510. Agenda. E-Z Data Confidential. Webinar Questions & Follow-up.

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SmartOffice 6 Mini Series: WinFlex Web and SmartOffice: A Powerful Combination

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  1. SmartOffice 2008 BGA Webinar Series SmartOffice 6 Mini Series: WinFlex Web and SmartOffice: A Powerful Combination Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) 432-3000 Code = 238510 E-Z Data Confidential

  2. Agenda E-Z Data Confidential E-Z Data Confidential

  3. Webinar Questions & Follow-up • Text chat available, if needed • Q&A at the end of call • We welcome additional e-mails, 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

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

  5. SmartOffice 6 -- Mini-Series It’s 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

  6. 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

  7. SmartOffice and WinFlex WebPrerequisites to Full Functionality • WinFlex Web 1.61.08 or higher • SmartOffice 6 (but will work in 5.1.3 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

  8. How it Works Demo Carolyn Carrasco Product Manager, Integrations

  9. Reporting and Tracking… http://demo.ez-data.com/USA60/

  10. 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

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

  12. Next SmartOffice BGA Webinar July 10th, 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.

  13. Mark the Date and C’mon Down… BGA Client Partner Conference Sept 14 – 16th, 2008 in Dallas, TX Register today at: http://www.ez-data.com/bga2008 Suggestions for topics, follow-up questions, etc? Meg Rose, Business Relationship Manager, BGA Markets, 626.585.3505 x7366 or meg.rose@ezdata.com Thank you for your time and your business. Stay tuned for Q&A. E-Z Data Confidential

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