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Keynote Speakers:
Virginia Bates - VMB Associates, Inc, Melrose, Mass.
Virginia Bates had more than 20 years of experience consulting for agencies and carriers. She has a background in all property & casualty lines and direct involvement in many automated systems. As co-founder of VMB Associates, she has worked with agencies on intelligent selection and use of technology, profitability and reducing E&O exposure. She has also conducted E&O audits and rehabilitation projects for agencies at the request of E&O carriers.
Jason Broadwater,
RevenFlo Web Marketing, Rock Hill, SC
Jason Broadwater is the founder and executive manager of RevenFlo Web Marketing, and helps organizations design and implement improvements in communications through the use of the internet. He has written several books, white papers and blogs on the subject.
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Session Topics:
Automating Commercial Lines
(approved for 3 hrs P&C or L&H CE credit)
Most agencies begin with Personal Lines when they start automating non-accounting information. In this session, consultant Virginia Bates will show agencies how to begin automating Commercial Lines including:
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How automation will change the workflows and improve service to the Client
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What information (or data) must be put into the system
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Ways of loading all that data into the system and
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The role that management must play and benefits that management will see.
Real-Time 21-Day Challenge
Conventional wisdom says it takes 21 days to form a new habit—and break old ones. The Real Time/Download Campaign agrees. By adopting new workflows that leverage real-time tools, you can boost sales and deliver better customer service.
The Basics of Social Media
Web 2.0, Facebook, LinkedIn, Blogs – these terms may mean nothing to you, or they may scare you. Jason Broadwater will introduce attendees to these terms and give you the basics on what they mean and how they work.
How To Make Social Media Work for Your Agency - Agency/ Company panel
Now that you know what Social Media is, see how to make it work for your agency. See how other agencies have embraced Social Media and are increasing sales and visibility. Learn how to implement Social Media into your marketing plan and understand the costs and the payoffs.
Agency Management System User Groups
Are you taking full advantage of all the major capabilities of your agency management system? Come to one of these sessions and learn how to start implementing them right away.
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Click for detailed agenda
Technology 101: A brief guide to the basics - web version
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