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Social Media And Insurance Agencies What You Need To Know 091310 Full

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Jason Hoeppner
Jason Hoeppner

Presented at the 2010 TENCon in Chicago.

Economy & FinanceBusiness
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Social Media and Insurance Agencies - What You Need to Know Picture of Presenter Jason Hoeppner, CIC B. H. Burke & Co., Inc.
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Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],Agenda
Things To Think About ,[object Object],[object Object],[object Object],[object Object]
Things To Think About — Why Do You Lose Customers? ,[object Object],[object Object],[object Object],[object Object],[object Object]
Things To Think About — Why Do You Keep Customers? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Typical Agency Relationship Progression - Without Social Media RELATIONSHIP SPECTRUM “ Have we met?” “ I know you from the Chamber.” “ Oh, you sell insurance.” “ Ok, quote me.” Renewal time… “ Am I happy? Am I paying too much?” “ Service is great, and I trust him.” … The relationship is solid. Service Life Could last months … or years! Could last years … or only months!
Typical Agency Relationship Progression – With Social Media RELATIONSHIP SPECTRUM “ Have we met?” “ I know you from the Chamber.” “ Oh, you sell insurance.” “ Ok, quote me.” Renewal time… “ Am I happy? Am I paying too much?” “ Service is great, and I trust him.” … The relationship is solid. Service Life Better service, enhanced relationship. Connect online & share Oh, you’re a person, not just an insurance geek!
What Are Social Media? ,[object Object],[object Object]
What Are Social Media? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What’s Out There ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
What is Available — Facebook ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is Available — LinkedIn ,[object Object],[object Object],[object Object],[object Object],[object Object]
What is Available — Twitter ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How Do I Get Started? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Agency Strategy — side note ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How Do I Get Started? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How Do I Get Started? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How Do I Get Started? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],By the way, if you are not already using social media as an HR tool, you definitely should start!
Agency Policy on Social Media ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Why Should We Use It? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Implications ,[object Object],[object Object],[object Object],[object Object],[object Object]
Implications — Online Presence & Image ,[object Object],[object Object],[object Object]
Implications — What To Keep In Mind ,[object Object],[object Object],[object Object],[object Object]
Bonus Your great article on how to prepare your vacation home for winter… People like and share your article
Now What? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Now, Back at the Office ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Do Not Expect Immediate Results. As With Any Relationship, Developing a Level of Trust That Transitions to an Agent/Client Situation may take some time.
Another Note ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Resources / Useful Links ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
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2010 ASCnet Partners Principal Partner
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Facebook Privacy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Social Media And Insurance Agencies What You Need To Know 091310 Full

  • 1. Social Media and Insurance Agencies - What You Need to Know Picture of Presenter Jason Hoeppner, CIC B. H. Burke & Co., Inc.
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  • 9. Typical Agency Relationship Progression - Without Social Media RELATIONSHIP SPECTRUM “ Have we met?” “ I know you from the Chamber.” “ Oh, you sell insurance.” “ Ok, quote me.” Renewal time… “ Am I happy? Am I paying too much?” “ Service is great, and I trust him.” … The relationship is solid. Service Life Could last months … or years! Could last years … or only months!
  • 10. Typical Agency Relationship Progression – With Social Media RELATIONSHIP SPECTRUM “ Have we met?” “ I know you from the Chamber.” “ Oh, you sell insurance.” “ Ok, quote me.” Renewal time… “ Am I happy? Am I paying too much?” “ Service is great, and I trust him.” … The relationship is solid. Service Life Better service, enhanced relationship. Connect online & share Oh, you’re a person, not just an insurance geek!
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  • 28. Bonus Your great article on how to prepare your vacation home for winter… People like and share your article
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  • 34. 2010 ASCnet Partners Principal Partner
  • 35. 2010 ASCnet Partners Gold Partner Platinum Partners
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Editor's Notes

  1. Benefits, basics, and implementation of social networking.
  2. First off, I want to apologize if anyone thought this would be a presentation/interview about using social media. It IS NOT. Ok, ok, we will talk about how you can use social media a bit later, but it is much more important and critical to using all communication tools successfully to think about…
  3. First off, I want to apologize if anyone thought this would be a presentation/interview about using social media. It IS NOT. Ok, ok, we will talk about how you can use social media a bit later, but it is much more important and critical to using all communication tools successfully to think about…
  4. http://www.fredcavazza.net/2009/04/10/social-media-landscape-redux/
  5. PRIVACY!
  6. How do you connect? On LinkedIn you usually connect with people you already know or have met in person… IDKs… Introductions – you can also request an introduction through someone that is already in your network.
  7. URL shorteners