2. AGENDA
Me & My Agency
Socialnomics
Consumerization Window
What / How I do social media
Results I obtained on my own
ProjectCAP
Three case study’s with ProjectCAP
Social Sooner
3. ME
Jason D. Cass, CIC
•34 years old
•Married with two sons, age 13 & 7
•Owner / producer
•10 years in the business
•Chairman of National YAC for the Big I
•Original CAP Task Force member
•ACT liaison to the National YAC
•IIA of IL YAC member
4. MY AGENCY
JDC Insurance Group LLP est. 1.1.2010
•
•
•
80%
15%
5%
Commercial
Personal
Life
Completely mobile agency
Desk
Laptop / Extra monitor
All in one printer
No fax, phone, or filing cabinets
98.9% paperless
Niche agency:
•
•
•
Railroad contractors, warehouses, manufacturing
Social services
Specialty auto
6. CONSUMERIZATION
Is an term used to describe emergence of info. technology:
•First
in the consumer market
•Then spread into business
•In
years past, many technology-based products have had their beginnings
in the defense & business markets:
•Facsimile machines
•Calculators
•Mobile phone
•Personal computers
7. CONSUMERIZATION
First, products that were designed for individual
consumers, are now appealing in the workplace and
demand of these products are increasing in the
workplace
8. CONSUMERIZATION
“No one cares how much you know, until
they know how much you care”…
Second,
Getting your employees to share & use productive and
enhancing consumer technology at and away from work will
be a wise strategy.
Creates a window that shows transparency, builds trust, and
your brand.
9. SOME THINGS I DO
Like & Interest impressions
•Get your message out to the exact person
•Direct them to what you want them to see
•Niche and target marketing at it’s best
Generic branding impressions
•Happy Birthday
•Thank you
•Holiday ads
•Specials or current events
10. OTHER SOCIAL SITES
Twitter is a media outlet I use to:
•
•
Stay connected with others instantly
Broadcast to a large select audience
Learn from companies
YouTube is the future and I use to:
•
•
Broadcast myself on the jdcins channel
Use video to market through email and website
Content that is real
LinkedIn I use to:
•
•
Prospecting
Discussions
Facebook allows you to link with other social sites
•
Twitter
LinkedIn
YouTube
*Now Pinterest is the next thing to help you!
•
•
•
•
13. CASE STUDY #1
Started Social Media 4.11.2010
Built a social presence
Started working with CAP 6.24.2011
Facebook iPad2 Referral Contest
Refer friend, family, co-worker, or yourself
Present a quote
Didn’t have to buy, just allow me to present a quote proposal
Entered into a contest to win an iPad2 (Can use Make-A-Wish or
other non-financial incentives depending on state regulations)
•
The referrer and the referee
Contest Period Nov 14 – Dec 31
Drawing January 1st at 12:01am by Video Upload to All Social Sites
CONFIDENTIAL & PROPRIETARY. Exclusively for use and distribution
by Consumer Agent Portal, LLC. All rights reserved.
14. MY RESULTS
Generated 19 Referrals in 6 Weeks!
Didn’t fit agency philosophy of agency
•
•
5
Auto/Home
Low limits, etc.
Prospects given a proposal
NB clients from those proposals
14
11 (78% CR)
Prior Insurance of 11 NB Clients
•
State Farm
•
Independent Companies
•
Allstate
•
Country companies
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by Consumer Agent Portal, LLC. All rights reserved.
4
3
2
2
15. MY RESULTS
Prior Limits of 11 NB Clients
• 50/100/50 or 100
•
Moved 2 of those to 100/300
Moved 2 of those to 250/500
• 1 took UMB
100/300/50 or 100
1 took UMB
250/500/ 250 Both had UMB
5
Moved 2 of those to 250/500
•
•
4
2
Moved one to 500/500 because of underlying limits due to UMB
CONFIDENTIAL & PROPRIETARY. Exclusively for use and distribution
by Consumer Agent Portal, LLC. All rights reserved.
16. MY RESULTS
Auto/Home Packages
EFT
Total Policies Written
Auto - 11
•
•
•
•
•
All
10 of 11
38 (3.4/Client)
Home - 11
UMB- 5
Dwelling fire-4
Motorcycle - 3
Boat- 4
Total Written Premium
Total Annual Commission
Total Expense
Total Profit
Return on Investment
CONFIDENTIAL & PROPRIETARY. Exclusively for use and distribution
by Consumer Agent Portal, LLC. All rights reserved.
$28,000
$4,200
$1,650 (cost inc. CAP, Adv., iPad2)
$2,550
154% First Year
17. MEASURE
As of 4.11.10 - 4.11.11 (12 months)
420 fans
Wrote approx $35,000 in A/H premium
• Goal was $20,000
• Almost wrote my second year goal ($50,000) my first year
• Earned about $6,500 in commission (not including life)
From 6.24.2011 – 4.11.2012 (10 months)
•More than 4,000 fans
•Written approx $70,000 in A/H premium ($35,000 by myself)
•Earned about $11,000 in commission ($6,500)
As of 4.11.10 – 4.11.12 ( 24 months )
• More than 6,0000 fans (13x increase since 6.24.11 Project CAP )
• Written approx $110,000 in A/H premium (3x increase since CAP)
• Original goal was 50,000
• Earn about $16,500 in commission (not including life)
CONFIDENTIAL & PROPRIETARY. Exclusively for use and distribution
by Consumer Agent Portal, LLC. All rights reserved.
18. CASE STUDY #2
•
ProjectCAP social media program for JDC
Insurance Group
•
Contest conducted April 13th – April 31st
•
Contest Results
•
•
•
•
•
28 reviews Facebook & LinkedIn
11 referrals
3 quotes
9 clients (62% CR)
26 fans gained from friends
CONFIDENTIAL & PROPRIETARY. Exclusively for use and distribution
by Consumer Agent Portal, LLC. All rights reserved.
19. CASE STUDY #3
•
Ryan Hanley, Independent Agent, Blogger
•
•
Blogger of digital media
The Murray Group Insurance Services, Inc., Albany, NY
•
Contest conducted April 23th – May 7th
•
New Business Results – As of 5.7.2012
•
58 reviews FB & LinkedIn
28 referrals
19 quote opportunities
•
Generated a total of 47 inbound actions
•
•
CONFIDENTIAL & PROPRIETARY. Exclusively for use and distribution
by Consumer Agent Portal, LLC. All rights reserved.
20. SOCIAL SOONER
Similar to an Oklahoma sooner
Get on your digital horse and claim your virtual Land
First
to claim your land is the trailblazer and ruler
Late to the game has to borrow or buy land
Personal lines market share
Cannons
all in the same direction
34 %
Commission
per county
Commercial lines Market share
We
dominate this market
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by Consumer Agent Portal, LLC. All rights reserved.
