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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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| Home >
BGA Webinars - 2008 |
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BGA
Webinar Series 2008 |
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The following webinars are available for download:
- 09.25.08
- Webinar
BGA Wish List Follow-Up
by Ebix CRM's Sherri Isaacson and Stacey Gabaldon
[watch webinar]
Download
Feedback - CPC Wishlist
Download the PowerPoint presentation
- 09.04.08 -
Webinar:
All Ideas are Good Ones - Fine-Tuning Feedback
by Ebix CRM's Sherri Isaacson and Stacey Gabaldon
Audience focus:
All 2008 BGA CPC registrants are strongly encouraged
to attend (non-attendees will also be able to
participate and also benefit from these sessions)
[watch webinar]
Download
Feedback - CPC Wishlist
Download the PowerPoint presentation
- 08.21.08 -
Webinar:
How to Submit Your Feedback for Best Results
Audience focus:
All 2008 BGA CPC registrants are strongly encouraged
to attend (non-attendees will also be able to
participate and also benefit from these sessions)
by Ebix CRM's Sherri Isaacson and Stacey Gabaldon
[watch webinar]
Download the
Wishlist Feedback Document
Download the PowerPoint presentation
- 08.07.08 -
Webinar:
SmartOffice Wherever You Are—A Quick Look at the
SmartOffice Mobile PDA Module
Audience focus:
BGAs and Key Admin Staff
by Ebix CRM's Meg Rose & Joe Yang
Due the unexpected phone service outage shortly
before this call, we were not able to record this
webinar. The slides and the data sheet are available
for download and review. Should you wish to have
personal demo of SmartPDA for you or your agency,
please contact Meg Rose at 626-585-3505 x7366 or
meg.rose@ezdata.com.
Download the PDA Datasheet
Download the PowerPoint presentation
- 07.24.08 -
Webinar:
The Power of SmartOffice 6 and Service Provider
Integrations
Audience focus: Case
Managers, BGAs, other new business and office staff
by Ebix CRM's Meg Rose, Bryan Eshelbrenner, Carolyn
Carrasco
[watch
webinar]
Download the PowerPoint presentation
Download the
current SmartOffice integrations available
- 07.10.08
Webinar:
BGA Client Partner Conference 2007 Wish List Update
by Ebix CRM's Meg Rose, Sherri Isaacson and Stacey Gabaldon
[watch
webinar]
Download the PowerPoint presentation
- 06.26.08 -
Webinar:
WinFlex and SmartOffice: A Demo of this Powerful
Combination
for the Brokerage General Agency
by Ebix CRM's Meg Rose [watch
webinar]
Download the PowerPoint presentation
- 06.12.08 -
Webinar:
Power Reports! 3 Reports Every BGA Should Have
and How to Easily Create Them
by Ebix CRM's Meg Rose [watch
webinar]
Download
the PowerPoint presentation
Download
the PowerPoint supplements
- 05.22.08 -
Webinar:
Personalize It! Make It Simple. Taking Advantage of
the New SmartOffice 6 Interface and Home Page
by Ebix CRM's Meg Rose [watch
webinar]
Download
the PowerPoint presentation
- 05.01.08 -
Webinar:
SmartOffice Spring Cleaning: A Quick Refresher on
Office Settings and User Preferences
by Ebix CRM's Meg Rose [watch
webinar]
Download
the PowerPoint presentation
- 03.20.08 -
Webinar:
Direct Download and Replace
by Ebix CRM's Todd Cohen [watch
webinar]
Download the webinar materials: cdsApp.xml,
ddrreqreport.xml, Pending Case User Guide, Direct
Download and Replace Powerpoint presentation
- 02.28.08 -
Webinar:
SmartOffice 6 - New
Features for BGA's
by Ebix CRM's John McFadden &
Stacey Gabaldon [watch
webinar]
- 01.24.08 -
Webinar:
Service Provider Integration: E-Ordering - Session 1
by April Shepherd & John McFadden [watch
webinar]
Note: The iLinc player is required to run these
presentations. If you have attended iLinc sessions in
the past, the iLinc player should already be installed
on your computer, and the presentations will run
automatically by simply double-clicking on them after
they are downloaded. If you have not previously
installed the iLinc player, please download it
here.
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