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SmartOffice 6 Mini Series: Wish List Results

SmartOffice 2008 BGA Webinar Series. SmartOffice 6 Mini Series: Wish List Results. Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) 432-3000 Code = 238510. Agenda. E-Z Data Confidential. Top 10 PCM Requests. # 10.

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SmartOffice 6 Mini Series: Wish List Results

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  1. SmartOffice 2008 BGA Webinar Series SmartOffice 6 Mini Series: Wish List Results Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) 432-3000 Code = 238510 E-Z Data Confidential

  2. Agenda E-Z Data Confidential E-Z Data Confidential

  3. Top 10 PCM Requests

  4. # 10 • Do automatic calculations for Commissionable Annualized premium that take into consideration the Target amount, lump sums and 1035 exchange money 129 points out of a possible 228

  5. # 9 • The ability to establish follow-up cycles on Business days not Calendar days. So if a follow-up is a two day cycle and today is Friday it will be set for Tuesday and not Sunday 130 points out of a possible 228

  6. Tie 8/7 • When adding a new case have an ability to easily enter owner and trust information • Allow the Date of Birth of the Insured to be visible on the detail tab of the pending case 134 points out of a possible 228

  7. Tie 6/5 • Include the fields Date Ordered and Date Received on all Requirement summary and detail screens. Status, completed and follow-up date are the only ones available • The application/policy needs to show the proper age calculation and this age must be editable by the user 137 points out of a possible 228

  8. # 4 • Display only current rate classes in PCM. Old rate classes cannot be deleted when linked to existing cases so the list is too long to manage 138 points out of a possible 228

  9. # 3 • Allow the posting of emails from Outlook into SmartOffice to be Smarter. Have it search the subject line to determine which case it should be posted too 139 points out of a possible 228

  10. # 2 • The posting process of Emails from Outlook to SmartOffice needs to be improved to speed up the process. Too many clicks to take a single email regarding a pending case and post it into SmartOffice. Why can't Outlook just have a PCM configuration button to only put notes in PCM? 142 points out of a possible 228

  11. # 1 • Delivery Requirements need additional lines 146 points out of a possible 228

  12. Top 10 Summary

  13. The Rest of the Story

  14. Top 50% of Requested items

  15. Top 50% of Requested items

  16. Top 50% of Requested items

  17. Top 50% of Requested items

  18. The Rest

  19. The Rest

  20. The Rest

  21. The Rest

  22. The Rest

  23. The End

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