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Please note that the ‘BGA’ acronym is used to indicate
all life insurance agencies, including Canadian National Accounts
and MGAs. |
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BGA Webinars - 2009 |
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BGA
Webinar Series 2009 |
Download the complete BGA 2009 Webinar Schedule
(subject to change)
The following webinars are available
for download:
- 10.08.09
- Webinar:
Advisor Communications: A Closer
Look
at SmartView Case Status
Speakers: Ebix CRM's Stacey Gabaldon
Download the PowerPoint presentation
- 09.24.09
- Webinar:
Correspondence: User Best Practices/Scenarios
Speakers: Ebix CRM's Meg Rose and Nancy Edwards
Watch the webinar
Download the PowerPoint presentation
- 09.10.09
- Webinar:
Preview and Pre-Planning for New BGA CPC Learning
Forum on Sunday September 13th
Speakers: Ebix CRM's Meg Rose, John McFadden
and Sherri Isaacson
Watch the webinar
Download the PowerPoint presentation
- 08.27.09
- Webinar:
BGA Wish List review – Getting ready
for the BGA CPC Wish List Session!
Speakers: Ebix CRM's Meg Rose and Sherri Isaacson
Watch the webinar
Download the PowerPoint presentation
Download the Excel Wishlist
- 08.13.09
- Webinar:
PCM: Alternative Practices for Pending Case
Downloads
Speakers: Ebix CRM's Meg Rose and Todd Cohen
Watch the webinar
Download the PowerPoint presentation
- 08.06.09
- Webinar:
New Prudential Communication Advantages in
SmartOffice for the BGA
Speakers: Ebix CRM's Meg Rose and Carolyn Carrasco
Prudential's Jeanette Tudor
Download the PowerPoint presentation
- 07.30.09
- Webinar:
Correspondence Series: Working with Merge Codes in
SmartOffice
by Ebix CRM's Meg Rose and Nancy Edwards
Watch the webinar
Download the PowerPoint presentation
- 07.16.09
- Webinar:
BGA Use of
Licensing and Appointment Data
in SmartOffice
by Ebix CRM's Meg Rose and Blake Edmondson
Watch the webinar
Download the PowerPoint presentation
- 07.02.09
- Webinar:
Pending Case Management Series: Setting Up
PCM Workflows in SmartOffice for Formal
Case Processing webinar
by Ebix CRM's Meg Rose and Adrienne Blankenship
Watch the webinar
Download the PowerPoint presentation
- 06.25.09
- Webinar:
Special Edition BGA Webinar:
SmartOffice 7.0 Upgrade Highlights and Key Changes
by Ebix CRM's Meg Rose and
Sherri Isaacson
Watch the webinar
Download the PowerPoint presentation
- 06.18.09
- Webinar:
2008 BGA Wish List Session Review
Details: To save time and for more effective
communication, this webinar was replaced with a
simple list summary form of the status on the
requested areas of development.
Download
the final 2008 summary of development status on
the Wish List.
- 06.04.09
- Webinar:
Pending Case Management Series: A
Closer Look at PCM Workflows in SmartOffice
by Ebix CRM's Meg Rose and Adrienne Blankenship
Watch the webinar
Download the PowerPoint presentation
- 05.07.09
- Webinar:
Marketing Series: SmartOffice's
Opportunities Module
by Ebix CRM's Meg Rose and Marlon Urias
Download the PowerPoint presentation
- 04.23.09
- Webinar:
Quarterly Update on the 2008 BGA
SmartOffice Development "Wish List"
by Ebix CRM's Sherri Isaacson and Stacey Gabaldon
Watch the webinar
Download the PowerPoint presentation
- 04.09.09
- Webinar:
Reporting: Creating Dynamic Reports -
Advanced Level
by Ebix CRM's Meg Rose, Marlon Urias and John
McFadden
Watch the webinar
Download the PowerPoint presentation
- 03.26.09
- Webinar:
Creating Dynamic Reports in SmartOffice:
Introductory Level
by Ebix CRM's Meg Rose, Marlon Urias and John
McFadden
Watch the webinar
Download the PowerPoint presentation
- 03.12.09
- Webinar:
SmartOffice Commissions for BGAs: Base System
Availability and Use
by Ebix CRM's Jill
Johnson, Todd Cohen and John McFadden
Watch the webinar
Download the PowerPoint presentation
Download
the SmartCommissions Rate File Quick Start Guide.pdf
Download
the 'Security Required' movie
- 02.26.09
- Webinar:
Quarterly Update and Status Report on the 2008
SmartOffice BGA Wish List
by Ebix CRM's Sherri Isaacson and Stacey Gabaldon
Download the PowerPoint presentation
- 02.12.09
- Webinar:
Reporting: Using Production Reports Effectively
by Ebix CRM's Adrienne Blankenship
[watch webinar]
Download the PowerPoint presentation
Reports
Adrienne's Demonstration of BGA Reports in SmartOffice
- 01.29.09
- Webinar:
SmartOffice Release Cycle: 2009 Schedule
and Insider’s View
by Ebix CRM's Meg Rose, Eric Burgess, John
McFadden
[watch webinar]
Download the PowerPoint presentation
- 01.15.09
- Webinar:
2009 BGA Webinar Series Kick
Off: SmartOffice Learning Opportunities and 2009
Plan Overview
by Ebix CRM's Meg Rose and John McFadden
[watch webinar]
Download the PowerPoint presentation
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Note: The
GoToWebinar and iLinc players are required to run these
presentations. If you have attended any of our sessions in
the past, these applications should already be installed
and you can simply double-click on the presentation, once it is
downloaded, to view them.
Download
the GoToMeeting Player
Download the
iLinc Player |
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