Premier Edition for Brokerage General Agencies

Transcription

1 Premier Editio for Brokerage Geeral Agecies P R O D U C T O V E R V I E W Improve commuicatio ad streamlie busiess processes to drive ew growth

2 Premier Editio for Brokerage Geeral Agecies The success of your agecy depeds o your orgaizatio s ability to drive cotiued growth by maagig ew busiess, servicig your existig cliets, maagig operatios, ad idetifyig ad developig ew markets. To achieve these goals, you eed busiess systems desiged to address your specialized eeds. SmartOffice exteds our team to the poit that it s literally like addig aother perso or more to our team, without the added expese. William T. Wright, CFP Presidet & Fouder Fiacial Professioals Group Brigig it all together Streamlie your busiess to drive results SmartOffice Premier Editio for BGAs is desiged to streamlie ad maage the complexities of your broker- age busiess. The solutio delivers itegrated maage- met reportig, powerful case maagemet, ad complete marketig ad sales tools. By likig your back office case maagers with your frot office sales team, SmartOffice ca help reduce case processig time, idetify ew sales opportuities, ad esure the highest level of cliet service.

3 Grow your busiess with valuable busiess beefits SmartOffice Premier Editio gives you the tools you eed to excel i the areas most critical to your busiess growth: Pedig Case Maagemet Icrease the productivity of your staff with carrier dowloads ad automated ew busiess processig Broker Maagemet Track licese ad appoitmets, cotracts, productio, ad maage complex producer/agecy hierarchies Servicig Build ad maitai stroger relatioships by deliverig targeted ad timely aget commuicatios Reportig Use comprehesive ad flexible olie reportig tools to review, aalyze, ad maage all aspects of your busiess Marketig Systematize marketig to exploit ew markets, develop ew producer relatioships, ad close ew sales SmartOffice supports multiple usage models, eablig us to use the solutio for our ow eeds i dealig with the carriers, while givig our member agecies prove marketig ad cotact maagemet tools to help them build better relatioships with their customers. Christopher Soiat Executive Director BRAMCO Busiess Value: Optimize the value of your firm by creatig a orgaized, maageable, ad collaborative frame- work for your busiess

4 Software desiged for the way you do busiess SmartOffice Premier Editio Brokerage Geeral Agecy Package Comprehesive Case Maagemet Track ad maage ew busiess from iformal applicatio to iforce policy Automated Workflows Drive ew busiess processig efficiecies usig cofigurable workflows Pedig Case Dowloads Automatically update pedig cases with carrier data feeds directly ito SmartOffice Aget/Agecy Maagemet Track licese, cotract, ad appoitmet iformatio, ad maage producer ad agecy hierarchies Advisor Request Trackig Easily maage idividual advisor compliace Caledar ad Activity Maagemet Maage orgaizatio-wide activities from a commo caledar Marketig Maagemet Drive busiess growth with more effective marketig campaigs Productio Reportig Display tredig, rakig, ad productio statistics for idividual producers or withi a hierarchy Maagemet Reportig Idetify bottleecks i case maagemet workflows ad ru detailed metrics o ew busiess Service Provider Itegratio Directly place orders ad receive status from participatig uderwritig iformatio service providers Microsoft Office Itegratios Leverage the stregths of Outlook, Word, ad Excel from withi SmartOffice ad automatically lik MS Office documets with SmartOffice case ad advisor files Optioal Modules Commissios Trackig Validate paymets from carriers ad to agets, maage override compesatio arragemets Sales Opportuity Trackig Esure every sales lead reaches its full potetial SmartLik for Isurace Brokers Automatically share case uderwritig activity details ad status updates from your agecy with SmartOffice brokers SmartLik for ipipelie Populate ad maitai carrier/pla/forms data via direct carrier ad pla data feeds from ipipelie SmartView for Advisors Provide your brokers ad advisors with live pedig case status ad uderwritig updates olie Software Itegratios Share data with popular idustry applicatios, icludig Itellysis, PaperClip, ad Wiflex Web Please see the Features Overview for additioal iformatio.

5 Achieve the highest potetial value i the shortest possible timeframe. The BGA Parters for Success Program While today s Brokerage Geeral Agecies all share certai basic processes ad busiess challeges, every orgaizatio is differet. More complex tha a stadard SmartOffice implemetatio, BGA solutios ofte iclude complex data dowloads, itegratio with applicatios from other vedors, ad data coversios. The BGA Parters for Success Program is available to esure these techologies are applied correctly to support your busiess. This valuable cosultig package helps BGAs focus o the right solutio compoets to achieve immediate beefits, add ew fuctioality i a logical, step-by-step process to help your orgaizatio achieve your busiess goals, ad work with you o a ogoig basis to optimize your solutio for cotiuous value. Ask your E-Z Data represetative for details. Gettig started is as easy as Step 1: Covert your existig data from most ay other database system, icludig CDS, Commerce Agecy, ad other systems Step 2: Lear the SmartOffice basics ad more by takig advatage of these valuable traiig optios as soo as your licese is activated: SmartStart Traiig provides pre-packaged, role-specific curriculum to help your team quickly ad easily lear the most valuable features of SmartOffice all at o additioal cost. O-Demad Olie Traiig Library ca be accessed from ay computer for aytime, aywhere access to pre-recorded courses coverig itroductory to advaced cocepts. Istructor-Led Olie Traiig provides persoalized traiig sessios to support office-wide implemetatios or periodic refresher courses all from the comfort of the user s ow desk. Step 3: Let E-Z Data hold your had with ulimited access to our experieced, kowledgeable, ad friedly support team. Get the aswers you eed whe you eed them via telephoe, , or fax.

6 SmartOffice Premier Editio Brokerage ad Geeral Agecies Package Features Overview Comprehesive Case Maagemet Track ad maage ew busiess from iformal applicatio to iforce policy. Leverage E-Z Data s DataXchage solutio to automatically dowload carrier status updates directly ito SmartOffice data fields ad streamlie multi-carrier, multiproduct ew busiess processig. Automated Workflows Optimize busiess processes by customizig workflows ad creatig case processig procedures that fit the way you do busiess. Automated olie follow-ups provide activity ad status remiders to keep you from losig track of critical tasks ad timelies, ad customizable security settigs allow o-casemaager users to have read-oly access to case iformatio. Pedig Case Dowloads Case maagers ca reduce ad eve elimiate redudat etry by receivig automated pedig case status dowloads directly from the carrier Home Office. By geeratig automatic status updates to your agets via , fax, or letter, maagers ca sigificatly cut the time required to support agets o the phoe. Aget/Agecy Maagemet Maage member agecies usig a complete view of liceses, cotracts, ad appoitmet iformatio, as well as hierarchies. Complete documet trackig provides a electroic documet trail by capturig ad loggig electroic ad scaed documets, ad attachig them to the cotact s record i SmartOffice. Advisor Request Trackig Track ad follow-up o service requests by gaiig full visibility ito iboud ad outboud service icidets. All activity ca be tracked right i the advisor s cotact record, ad olie service reports provide real-time visibility ito issues, givig your team the power to resolve problems quickly ad maitai strog, valued relatioships with your advisors. Caledar ad Activity Maagemet SmartOffice gives you the power to maage all of your activities i oe easy-to-use repository. The itegrated olie caledar provides day, week, ad mothly views, group ad resource schedulig, ad appoitmet ad evet plaig. Schedule ad track the history of all cliet activities ad quickly view ufiished or overdue projects. Easily log appoitmets, phoe calls, projects, ad associated actio items, ad receive optioal prompts for schedulig follow-up activities. View a daily, weekly, or mothly itierary to easily schedule evets such as team meetigs ad other critical busiess activities. Marketig Maagemet Leverage the valuable iformatio i your SmartOffice database to drive more effective marketig campaigs. From list geeratio to mass ad direct marketig to campaig maagemet, you ca create more value ad drive more busiess. Cross-referece various kids of iformatio usig dyamic filters ad customized sets to target marketig campaigs to the best possible demographic. Defie uique cotact sets to geerate specialized campaigs, the distribute via prited mail-merge letters or broadcast /fax based upo the recipiet s preferred commuicatio method. Whe used with Sales Opportuity Trackig, you ca easily track ad measure the impact of each marketig campaig by trackig the umber of leads geerated, who they were assiged to, ad their curret stage i the sales cycle. Productio Reportig Maage member agecies usig a complete view of productio umbers for idividual advisors, brach offices, or orgaizatios provided i a clear, easy to uderstad format. Productio umbers are rolled up ightly for use i compariso, productio, ad dyamic reports. Maagemet Reportig Easily create stadard ad custom maagemet reports to provide visibility ito operatios. From the amout of sales activity takig place, to ew ivestmet dollars beig acquired, to the flow of pedig cases through the firm, advisors ca gai a uderstadig of where to focus their attetio Service Provider Itegratio Elimiate the time-cosumig process of orderig services maually ad chasig after statuses by orderig paramedical services, APSs, etc. associated with uderwritig requiremets ad automatically receivig statuses back from the vedor for each requiremet directly from your SmartOffice desktop. This streamlied approach to requiremet orderig is directly itegrated ito the SmartOffice pedig case workflow, ad the electroic orderig fuctioality is available to SmartOffice users at o additioal charge. Microsoft Office Itegratios SmartOffice is itegrated with Microsoft Office products, icludig Outlook, Word, ad Excel. SmartOffice automatically posts outgoig ad icomig Outlook s to each cotact s SmartPad, providig a complete commuicatio history icludig all attachmets without the hassle of double etry. To simplify the reportig process, reports ru i SmartOffice ca be moved directly ito Excel.

7 We are determied to make the relatioship Optioal Modules Commissios Trackig SmartOffice gives commissio specialists the ability to build cotracts ad track commissios olie at user-defied hierarchy levels. By streamliig the process of idetifyig, reportig, ad resolvig upaid commissios, as well as buildig commissio projectios to assist with forecastig of commissio reveue, you ca sigificatly reduce the resources eeded to hadle this critical task. Sales Opportuity Trackig Track ad maage every sales opportuity. A detailed Opportuities Dashboard gives maagemet istat visibility ito each opportuity to determie the best course of actio. Views iclude opportuity-specific activities ad commuicatio, where each opportuity falls withi the sales pipelie, ad how actual results compare to the sales forecast. SmartLik for Isurace Brokers Usig this lik, SmartOffice BGAs ca propagate status updates directly to a broker s SmartOffice database automatically ad i ear real time. This sigificatly reduces the eed for phoe updates ad virtually elimiates maual re-etry of data by the broker. Both parties work from the same comprehesive, up-to-date pedig case iformatio icludig home office status as reported by the carriers ew busiess ad uderwritig teams, as well as curret case activity beig maaged by the BGA s case maagers. SmartLik for ipipelie This direct itegratio provides iitial feeds ad ogoig maiteace for isurace products ad carriers. Iteret Pipelie aggregates the data ad forms for early oe hudred of the most commoly used life isurace ad auity carriers to support web-based services for agets ad agecies. SmartLik for ipipelie delivers that same cotet as a data feed to populate ad maitai the carrier/pla/forms data i SmartOffice. SmartView for Advisors Usig SmartOffice, you ca provide live pedig case status ad uderwritig updates olie. Advisors ad agets access their iformatio via user ID ad password, elimiatig the eed for time-cosumig telephoe calls, ad helpig them to serve their cliets faster ad more effectively. Parter Itegratios SmartLik for Itellysis automatically liks scaed documets to the Itellisys (ExamOe) website so that they ca be viewed from withi SmartOffice. SmartLik for PaperClip provides a seamless iterface betwee the PaperClip electroic documet maagemet solutio ad SmartOffice to streamlie workflows for both case maagers ad agecy persoel who subscribe to both solutios. SmartLik for Wiflex Web provides the ability to lauch Wiflex Web from the SmartOffice Proposal Trackig module, automatically passig cotact data to Wiflex ad savig the illustratio pages back to the cotact record i SmartOffice. betwee ourselves, our agets, ad our carriers totally efficiet ad seamless. We discovered firsthad that puttig SmartOffice i the hads of highly qualified case maagers moved us forward i achievig this goal. Alla D. Gerste CLU, ChFC, CFP Chairma & CEO First America Isurace Uderwriters of Needham For a complete list of available itegratios, go to

8 To lear how SmartOffice Premier Editio for BGAs ca help you grow your busiess, call or go to BGA SOLUTION BGA Solutio SmartOffice About E-Z Data Data Coversio Carrier Dowloads Applicatio Itegratio E-Z Data, Ic., established i 1986, is a leadig provider of frot-office systems for isurace compaies, baks, broker-dealers, geeral agets, agets, ad fiacial advisors. E-Z Data solutios are used by more tha 100,000 advisors worldwide ad over 50 leadig fiacial services compaies, icludig HSBC, MetLife, Natioal Fiacial Parters, Prudetial, ad Securia. The compay s domai expertise, coupled with mature, idustry-specific busiess solutios, results i cosistetly successful customer implemetatios E-Z Data, Ic. E-Z Data ad SmartOffice are registered trademarks of E-Z Data, Ic. All other product ames are trademarks of their respective maufacturers or orgaizatios. Fuctioal ad techical specificatios provided herei are subject to chage without otice. CC#