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BGA Client Partner Conference
Please note that the ‘BGA’ acronym is used to indicate all life insurance agencies, including Canadian National Accounts
and MGAs.
 
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.

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