Archives for April 2010

Do You Have A Social Media Plan?

In January 2010 I presented a session at the Independent Insurance Agents of TexasJoe Vincent Seminar on Social Media in Insurance Agencies. I have received so much positive feedback about this session. As a result of this session I have had the pleasure to work with an agency on developing their social media plan. The owner of the agency attended the session and had some ideas in mind. The initial question was – “What tools do we use?” Then – “How do we manage them?”

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Social Media Can Drive Traffic to Agency's 'Home Base' – Insurance Journal – March 2010

In January this year I had the privilege of presenting “Turning Social Media Into Social Business” as a breakout session at the Independent Insurance Agents of TexasJoe Vincent Seminar. This was one of three breakout sessions in the last time slot of the day. The session was almost full. I was amazed as there were other sessions offering CE credits and each had great speakers. It seems there was plenty of interest in the session at hand. The questions were plentiful and engaging.

The following is the opening of this session as reported by the Insurance Journal‘s Stephanie K. Jones.

One of the primary reasons why insurance agents don’t jump into the world of social media — such as blogging, Facebook, Twitter, LinkedIn, YouTube, and the myriad other Web-based avenues for reaching out to the world at large — is that they are unsure how to go about it, according to a Texas-based agency consultant, coach and mentor who said there’s a lot of resistance to using such tools in the agency universe.

The link will take you to the Insurance Journal article written by Stephanie K. Jones Social Media Can Drive Traffic to Agency’s ‘Home Base’

Thank you Stephanie for a great article.

Best Practices Documentation and Management – TAAR – November 2009

A conversation at an industry event centered around the use of wikis.  My colleagues agreed that an agency’s best practices should be posted in a wiki and editable by the staff.  I expressed my concerns about this and my colleagues told me my concerns were old-fashioned and out-of-date. Well, of course that set me to thinking they might be right. So I checked with insurance agents’ errors and omissions underwriters. This article discusses this issue in depth.

Best Practices Documentation and Management – TAAR – November 2009

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