SmartPDA Advisors/Agencies

SmartPDA Advisors/Agencies

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The link for this help topic is:

Note: This product is no

longer being actively developed. Ebix's current mobile SmartOffice solution

is [SmartOffice

Anywhere](http://help-prod.ez-data.com/soa/help/en/).

The Search Advisors option is used to access all important Advisor and

Agency related information while on the go. All of the basic business

related information for an advisor or agency is presented under this menu.

Search Advisors

Select the Advisors/Agencies

hyperlink from the Main Menu screen to display the Search Advisors screen.

An advisor or agency can be searched for either by using the Name or the

Source.

Advisors/Agencies List)

Select the Go button from

the Search Advisors screen to display the Advisors/Agencies List.

The Advisors/Agencies List displays all available Advisors and Agencies

based on the search criteria entered in the previous screen. The Advisor

Name is listed along with the Phone Numbers that are marked as Preferred

on the Advisors/Agencies List.

Advisor Detail)

Select the Advisor hyperlink

from the Advisors/Agencies screen to display the Advisor Detail information.

The Advisor Name, Agency Name, Type, Supervisor’s Name, Region Code

and Office Code are displayed. The Pending Business section displays

information such as the Pending Case Options, Pending Production and

the Last Submitted Date.

Modify an Advisor Record)

Use the Switch to Edit Mode

button to modify the Advisor Detail information. The Last Name, Suffix,

First Name, Middle Name, Greeting, Title, Agency Name, Source, Marketing

Manager, Region and Office Code information can be modified. The type

of Advisor can be modified using the Type drop-down list. A small

note or a remark about the Advisor can also be entered using the Remarks

field.

Agency Detail)

Select the Agency Name hyperlink from the Advisors/Agencies List

to display the Agency Detail information. The Agency Name, Type and

Region Code are displayed.

Phone – Advisor/Agency)

Add a new Phone number to the Advisor/Agency by selecting the Add button in the Phone section.

Selecting the phone number type indicator shown before the phone number

enables the user to modify an existing phone number.

Address – Advisor/Agency)

Add a new Address to the Advisor/Agency by selecting the Add

button in the Address section. Selecting the Address type indicator

shown before the address enables the user to modify an existing address.

Modify an Agency Record)

Use the Switch to Edit Mode

button to modify the Agency Detail information. The Agency Name, Source,

Marketing Manager, Region, and Office Code can be modified. To specify

if the Advisor/Agency is a Manager, Staff, BGA or other designation,

use the Type drop-down list. A brief note or a remark about the Advisor/Agency

can also be entered using the Remarks field.

SmartPad of an Advisor/Agency)

The SmartPad related notes for an Advisor or an Agency can be viewed

by selecting the SmartPad

button from the Advisor/Agency Detail screen.

The SmartPad displays the SmartPad notes of the Advisor/Agency.

Add and delete the SmartPad notes using the New

and Delete buttons. Select

the date hyperlink of the SmartPad note to display the Detail information

of the SmartPad note in edit mode. The Notes and Keywords can be modified

and saved.

Activity Log of an Advisor/Agency)

Activities of a particular Advisor or Agency can be viewed by selecting

the Activity Log button on

the Advisor or Agency Detail screen.

Activities are displayed in the sorted order with the latest activity

at the top. Activities can be added and deleted from the Activity

Log using the New and Delete buttons. Activities can be

marked as done/pending using the Mark

Done button.

Key Relations)

The Key Relations of an Advisor/Agency can be viewed by selecting

the Key Relations button on

the Advisor/Agency Detail screen.

Production Dashboard)

Users must have the appropriate Production Dashboard rights to access

this module. The Production Dashboard provides a snapshot view of

all the necessary production details pertaining to an advisor/agency.

This can be viewed by selecting the Production

Dashboard button from the Advisor/Agency Detail screen.

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