Table of Contents

• Registration Information
• Course Descriptions
• Course Schedule 

Registration Information

Registration Package:

Ø      2 Days: Monday, May 24th and Tuesday, May 25th

Ø      Regular registration - $449.00 per attendee

Ø      Early Bird registration (ends April 16th) - $399.00 per attendee

Ø      Attend One Day Only - $275.00 per attendee-for more information contact George Pataky at (888) 672-7737 ext.210 or gpataky@etfile.com

Ø      Payments must be made in full at time of registration

Ø      Price does not include transportation, room, or entertainment fees

Ø      Special pricing concessions available for groups of three or more - for more information contact George Pataky at (888) 672-7737 ext.210 or gpataky@etfile.com

Registration Package Includes:

Ø      Welcome Reception and Cocktail Party

Ø      Educational Materials

Ø      Roundtable Discussions

Ø      Breakout Sessions

Ø      Breakfast and Lunch on Monday and Tuesday

Ø      AM and PM refreshes

Cancellation Policy

Our cancellation policy applies to all registration fees through etfile. In order to cancel registration, submit cancellation in writing via mail, e-mail, or fax. In the event of cancellation, you will receive 50% of your paid fees. NO REFUNDS WILL BE MADE AFTER APRIL 30, 2010.

Guest Package

Guest Package: $159.00

A guest can join you and enjoy the excitement of Providence from the relaxing atmosphere of the Providence Biltmore. Guest Packages allow your visitor to join you at the Welcome Reception/Cocktail Party and User Group meals on the Providence Biltmore premises. While attendees are participating in User Group Sessions, guests can see what Providence, RI has to offer for entertainment.  Whatever pastimes your guest enjoys, endless entertainment opportunities await.   Price does not include transportation, room, or entertainment fees.

Ø       Welcome Reception/Cocktail Party

Ø       2 Breakfasts & 2 Lunches

Hotel Reservations

Reservations

etfile will have a room block for first come first serve reservations.    These guestrooms have been discounted to $119.00 per night.  The Biltmore only has a limited number of rooms at this reduced rate and can only guarantee the reduced etfile room rate until April 23rd.  If you don’t make your reservation in time to receive the discounted group rate, don’t worry.  The Providence Biltmore also offers these great guestrooms at their regular room rates. 

Ø       Superior King: $159.00 plus tax

Ø       Deluxe King: $189.00 plus tax

Ø       Junior Suite with One King: $199.00 plus tax

Ø       Premium King: $229.00 plus tax

Ø       Grande Suite: $449.00 plus tax

Check-in Time: 3:00 PM.  Check-out Time: 11:00 AM.  Individual meeting attendees have up to 48 hours prior to their scheduled arrival date to cancel their guestroom reservation without penalty.  Cancellation of individual guestroom reservations within 48 hours prior to scheduled arrival date will result in a one night’s room and tax cancellation fee.

Booking Reservations

To receive the etfile room rates, inform the Providence Biltmore associate that you are with the etfile User Group. Space is limited. Reservations can be made by phone or online:

Ø       By Phone: Call Reservations at (800) 294-7709 or (401) 421-0700.

Ø       Online: https://booking.ihotelier.com/istay/istay.jsp?groupID=435725&hotelID=17438. 

Additional Information

Ø       To secure a reservation, submit a credit card number and a deposit of one night's room rate plus tax.

Ø       Remember to give the etfile User Group Conference Code when making your reservation. Rates cannot be changed at check-in or check-out in the event that you fail to identify your affiliation when you book your reservation.

Ø       Book as soon as possible. Space is limited.

Ø       Airport shuttle provides hourly shuttle services between the hotel and the TF Green International Airport.  It is a 10 minute ride and costs $11.00 one way.

Ø       A privately owned and operated parking garage is located adjacent to the hotel.  Currently, overnight guests are charged $26.00 per night, per car.  Non-registered guests are charged $15.00 to attend an event.  All prices are subject to change without notice.  Parking on property is limited and therefore not guaranteed.

Course Descriptions

Below are the course descriptions of what is offered for breakout sessions.  Additional sessions may be added, so check back frequently.  The conference agenda will be posted shortly.  When making return travel plans (flights) please keep in mind that the conference is scheduled to end at 4:00PM on Tuesday, May 25th.   

Workflow Manager

 Who should plan to attend: Administrators, IT, Users

 In this session you will get a preview of the new etfile Workflow Manager. This session will show you how the open canvas of the workflow designer allows you create multi-level workflows that will create a controlled environment that streamlines your processes and makes you more efficient.  You spend less time on training employees on procedures and ensuring that they are followed when the procedure is automated by the Workflow Manager.  You will also see how you can create workflows for groups or individuals with tasks associated for each step that a document or process requires.  Lastly, gather business intelligence from these processes by running reports in the new advanced analytics that will tell you where how individual or groups are performing or where in the process documents currently are. 

Back to Basics

 Who should plan to attend: Administrators, Users

 Are you a new etfile user? Have you been using etfile for a while, but want to get back to the basic topics?  Learn how to attach documents to customers, activities and policies in your management system or attach documents without using a management system.  Regardless of what management system you use this session will help you learn how to get the most out of the basic functions of etfile.   Don't miss this valuable refresher course!

Analytics

 Who should plan to attend: Administrators

 In this session you will learn how to use the new analytics tool that allows you to audit both users and documents in etfile.  Learn how to create report templates, view documents that users have in their etfile inbox and much more!   No longer will you have to look in 3 different places to find out what someone has in their inbox or how long it has been sitting there.  With the new analytic tool you can gain business intelligence about the front end scanning process and view documents either inside their inbox or even documents that have been stored away in etfile.   We will also preview the auditing that is specific to the Workflow Manager, so sign up for that session as well for the full benefit of what will be reviewed in this session.

etfile On-Demand Lite

Who should plan to attend: Administrators, IT

 OnDemand gives you the ability to make documents in etfile viewable to your customers via the web.  OnDemand can solve the problem of not being able to email large documents to your commercial clients because of email program size restrictions, help with security and compliance issues with emailing personal information and help your customers stay informed by giving them web access to their own documents in an easy to use format.  Why go through the hassle of purchasing an expensive and cumbersome email encryption program when you can send out links to documents via email rather than the document itself with etfile?  Learn how using this product can transform how you do business today.  

Basic Troubleshooting

Who should plan to attend: Administrators, Users

Have you ever "lost" your etfile integration toolbar and do not know how to get it back? Have you received messages to contact support when trying to use your etfile integration toolbar?  Learn easy solutions to these and many other issues to help you correct common problems in etfile. 

Administrative/Auditing session

Who should plan to attend: Administrators

In this session we will demonstrate the features in etfile that are critical to help you be an effective administrator of etfile.  Do you know how to find the complete history on a specific document in etfile?  Do you know how to fix a document that has been linked to the wrong customer?  Do you know when to use "attach", "attach and move", and "switch attachment"?  These are just some of the administrative features we will be taking a look at during this important session. 

Basic Tips and Tricks

 Who should plan to attend: Administrators, IT, Users

 Have you been using etfile and forgotten how to use the annotation tools to stamp, highlight or put notes on your document? Do you know how to use the form typer?  Plan to attend this informative session as a new or existing user to make sure you are getting the most out of etfile!  

Third Party Integration

Who should plan to attend: Administrators, IT, Users

Do you have a benefits department that uses Brokerage Builder, Benefit Point or another 3rd party application?  Do you have personal lines and commercial lines using etfile while your accounting department or human resource department still files paper documents in cabinets?  In this webinar learn how etfile integrates with other programs besides the management system you use for insurance as well as how to utilize etfile in ways other than you do today.  Get the most out of your use of etfile by having your entire organization use the same solution you do today. 

Methods for Training etfile users

Who should plan to attend: Administrators

Are you interested in learning how to more easily train new etfile users?  Hear how seasoned etfile users have successfully developed policies and procedures to train their staff.  Don't miss this valuable session.

Front end scanning

Who should plan to attend: Users, Administrators

Come see how front-end workflow can make your agency more productive and efficient.  Front-end workflow allows users to receive their mail electronically in an inbox instead of in paper form so processing time is greatly increased.  Learn how to incorporate this workflow into your agency and communicate with current etfile users already using this workflow where you can share real life examples and advice on getting started. 

Workspace

Who should plan to attend: Users, Administrators

Plan to attend this session to learn how to unstack/stack documents together, how to use the Form Typer to type on forms and applications, create one document from multiple files in etfile and much, much more!  You will no longer have to re-print and scan a document to change its order or add pages.  Send documents directly to your own collaborative work area instead of emailing the documents to a user or multiple users in the office.  Don't miss this must see Workspace session for all users in your agency.

Technical Know How

Who should plan to attend: IT, Administrators

In this technical session you will learn how to do your own upgrades to etfile  , workstation installs and set up and monitor of your etfile database backup among other important tasks.  A member of the support team will walk you through the step by step instructions including how to navigate our support suite for best results to how to become more self sufficient with technical tasks such as doing your own upgrade.

Course Schedule

Below is the schedule or available classes for Monday, May 24th and Tuesday, May 25th.