E-Z Data Confidential

SmartOffice 6 Mini Series:

Get Mobile! A Quick Demo and Overview of SmartPDA for

SmartOffice

Welcome! This Webinar will be 30 minutes in length.

Please dial into: (712) 432-3000 Code = 238510

SmartOffice 2008 BGA Webinar Series

E-Z Data Confidential

AgendaAGENDA

April 22, 2023 Topic Time

Welcome and Introductory Content

John McFaddenGeneral Manager, BGA Services

Meg Rose, FLMI, ACSBusiness Relationship Manager, BGA Division

5 minutes

An Overview and Demo of SmartPDA

Joe YangProduct Manager

20 minutes

Questions and Answer Session 5 minutes

E-Z Data Confidential

E-Z Data Confidential

Webinar Questions & Follow-up

> Text chat available, if needed> Q&A at the end of call will allow

for verbal questions (5 and then *)> Follow-up e-mails and phone calls

welcomed

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 if needed

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:º WinFlex Web Demoº Example Service Provider and Imaging Integrationsº Mobile PDA Option

3) Maximize Your Investmentº Overview of Wish List Items Integrated from 2007 CPCº Preview and Pre-CPC Wish List Session Webinar (Aug 21, Sept 4)º Attend our Client Partner Conference (BGA CPC) in 2008

SmartOffice 6 -- Mini-Series

How it Works

Joe Yang

Product Manager, E-Z Data

Summary of Benefits

> Access SmartOffice directly from your PDA via the web

> Eliminate the time and hassle of data synchronization

> Drive greater productivity and eliminate redundant data entry

> Streamline real-time communication between advisors and your staff

What is a Mini SmartPDA?

> Scaled down version of SmartPDA only high level contact data.

> Limited to the following data• Contact’s full name• Spouse’s full name• All phone numbers• All addresses• All e-mail and web addresses

> Allows a separate password for fast access. • As little as three characters• No numeric restrictions

º ‘ezd’ is an acceptable Mini-SmartPDA password> Now available on SmartOffice> NO additional cost (Part of SmartPDA license)

Quicker Login

Main Screen

No Menu

Just Contact Search

SmartPDA Setup

Today’s Mini-Webinar Takeaways

1. How SmartPDA is set-up and works through SmartOffice

2. Confirmation of SmartPDA functionality and ideas for application and use

3. Unique SmartPDA advantages for continuous workflow and productivity while out of the office

Apply and customize use in your own environment.

Don’t Miss It… Aug 21st SmartOffice BGA Webinar

Thursday August 21st, 2pm ET

2008 BGA CPC Conference Wish List Session Planning: Session 1 of 2

Hosted by E-Z Data’s Sherri Isaacson and Stacey Gabaldon

Watch for invite and register online.

E-Z Data Confidential

C’mon Down to BGA CPC…

Register today at: http://www.ez-data.com/bga2008

Suggestions or follow-up questions?

Meg Rose, Business Relationship Manager, BGA Division

phone: 626.585.3505 x7366 e-mail: meg.rose@ezdata.com

Thank you for your time and your business.

Stay tuned for Q&A.