In January 2010 I presented a session at the Independent Insurance Agents of Texas‘ Joe 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?”
Archives for April 2010
Best Practices Documentation and Management – TAAR – November 2009
April 6, 2010 by 4 Comments
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 I expressed my concerns about this and my colleagues told me my concerns were old-fashioned and out-of-date.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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