Thank you to all the attendees, sponsors, speakers, and vendors for making the 2013 Technology Day such a success.
Agenda
8 - 8:30 am - Registration
8:30 - 10 am - Breakfast Presentation: Automate Your Marketing
to Drive Sales
(no CE)
Steve Anderson, SteveAnderson.com
Sponsored by Plymouth Rock
Marketing to today's consumer requires an entirely new
way of thinking about how to build lasting relationships. In
this fast-paced presentation you will learn how your
agency can use various technology tools to create a
marketing, contact, and follow-up system that can't help
but to increase revenue.
Part one explores how insurance marketing is changing.
And, it's not what you think. Details are provided on how
buying habits are changing and why you need to develop
systems to stay in touch. Then, in part two, you will
explore the options with specific examples that show how
any agency can use these to attract new customers.
10:15 - 11:15 am - Break Out Sessions:
Tech Tools & Gadgets for 2013
(1 CE credit)
Steve Anderson, SteveAnderson.com
Computers, you may love them or hate them, but you
can't operate a successful agency without them. We will
explore new technologies that can help agents be more
effective managers to grow their agencies. A few of the
new technologies we will explore include multiple monitors,
voice recognition, creating electronic fillable forms, mobile,
and using video to educate clients. These technologies
are helping agents prosper in this competitive time.
OR
E&O Implications of Using Social Media
(1 CE credit)
Hal Soden, Oliver L.E. Soden Agency
Many agencies actively use social media, while others are
still in the exploration stages. For some, still, there are
questions of whether social media sites will supplement
the need for traditional websites. Most will agree that
social media is an excellent, if not necessary, way to
connect with customers, increase visibility, and build
relationships with prospects. But, this does come with
certain E&O exposures. Attend this session to learn how to
have a successful social media strategy that is free from
E&O implications.
11:30 am - 12:30 pm - Break Out Sessions:
The Virtual Agency
(1 CE credit)
Steve Anderson, SteveAnderson.com
With high-speed data lines, cloud computing, VoIP phones,
active customer friendly websites, and more, why do we all
gather at one expensive location to work? Offices are
scaling back and allowing a core group of rotating
employees keep the shop open while allowing others to
work from home or any other location they have access to
the Internet. Is it the future? Can it really save money?
How do we manage and monitor activity? What about E&O
concerns? What are the human resource and workers
compensation issues? Keep an open mind and join this
session to explore this intriguing concept in more detail.
OR
Cyber-Liability
(1 CE credit)
Jamie Orye, Beazley
It's no secret that cyber-liability is one of the most talked
about coverages today. But, it remains a daunting product
to understand and sell. This session will provide an
overview of cyber-liability issues and insurance solutions
and provide attendees with an understanding of the nature
of cyber crimes. Expect to learn how to combat the 'it
can't happen to me' attitude of your clients and leave
armed with a true understanding on how to comfortably
talk about, and sell, cyber-liability coverage. no secret
12:30 - 2 pm - Lunch Panel Discussion:
Catastrophe Preparedness
(1 CE credit)
Moderator - Steve Anderson, SteveAnderson.com
Panelists - Scott Stanford, Britton-Selg-Stanford Agency;
Jeanne Heisler, The Ronan Agency; Jerry Ford, Allen &
Stults Co., Jeff Wyrsch, The Van Dyk Group, Peter L. Hartt,
NJDOBI
Sponsored by BELFOR Property Restoration
In the aftermath of Hurricane Sandy, just one year following
Hurricane Irene, agents have been repeatedly faced with an
urgent need to implement catastrophe planning procedures.
Join this candid discussion from fellow agents as they share
what really happened after the storm and learn how they
managed to service their customers while struggling with |
their own hardships. This revealing conversation will shed
light on what works, what doesn't, and what you really
need to get the job done without access to the office,
electricity, and more.
2 - 3:30 pm - Growing Your Insurance Business Using Digital
Marketing,
(no CE)
Ryan Hanley, The Murray Group
Learn how to take content and social media marketing
beyond buzzword heavy theories to actionable processes
that your agency can implement immediately to generate
new revenue. This presentation is filled with real life
strategies that have produced real life results for a real life
independent insurance agency. Come with questions and
let's grow your business.
