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Social Media w/QQ Solutions

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This is a session on the basics of Social Media for insurance agencies and the how-to\'s for Twitter.

This is a session on the basics of Social Media for insurance agencies and the how-to\'s for Twitter.


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  • http://www.youtube.com/watch?v=fpMZbT1tx2o Socialnomics 3
  • How are you communicating with family, colleagues, and acquaintances? What about that younger generation? How do they stay in touch. As we stated, who is going to be your next set of customers?
  • 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… NOT IN HANDOUT
  • 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…
  • How do you want to appear? What do people tend to do when they have someone’s “ear”…? Yes, complain. They also tend to share big “events” or problems they have to as wide an audience as they can. Ok, not everyone. Story about the agenct’s cousin. Getting out in front of a client’s friends and contact and showing them how good you are.
  • More of the same, just another way to do it. We will never lose what we have always had and what we know works. A handshake will always be a handshake, but the online interactions can bring about some of the same sentiment if used correctly.
  • Add poll question. From the resources page.
  • Privacy – none, it’s public… And, they are not responsible for the content that users may put up. And they can use anything that you put up… They do have a privacy policy concerning the identity, etc. of the users though.
  • Import .csv Have an answer…
  • Can be overwhelming.
  • How many were affected by recent hurricanes?
  • Scheduling.
  • Show Hootsuite.
  • Transcript

    • 1. Jason Hoeppner, CIC B. H. Burke & Co., Inc.
    • 2. Social Media’s Reach
      • Socialnomics 3
    • 3. Story Time
      • Once upon a time there was an agency principal in line at his local, small-town bank…
      • The young account manager behind the window asked him what his name was and where he was from…
    • 4. Communicating
      • How do you communicate with your clients?
        • The same way you did 5… 10… 20 years ago?
        • How are the younger employees at your agency communicating with clients… with prospects?
    • 5. Networking
      • How much time do you spend networking?
        • Traditional networking
        • Online
      • In person vs. online
        • What is different?
        • Is anything the same?
    • 6. Typical Agency Relationship – 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!
    • 7. Typical Agency Relationship – With Social Media RELATIONSHIP SPECTRUM “ Have we met?” “ I know you from the Chamber.” “ Oh, you sell insurance.” “ Ok, quote me.” “ Service is great, and I trust him.” … The relationship is solid. Service Life Renewal time… “ Am I happy? Am I paying too much?” Better service, enhanced relationship. Connect online & share Oh, you’re a person, not just an insurance geek!
    • 8. Service “ Wow ”
      • Proactive
      • Reactive
      How do you want to be regarded?
    • 9. How Does It Fit In?
      • What works for you today?
        • In marketing?
        • In service?
        • In your day-to-day tasks?
      • Can it be done more effectively or at a lower cost (time and resources) online?
        • One to many.
        • Instant answers from carriers or agencies.
    • 10. The Traditional and The New
      • Chamber of Commerce meetings
      • Asking for referrals
      • Speaking at local events
      • Research at the library
      • Direct marketing
      • LinkedIn Groups
      • Online recommendations
      • Webinars – live & on-demand
      • Google!
      • Targeted, online marketing
    • 11. Twitter
      • http://www.twitter.com
      • An information network
      • “ Twitter is a real-time information network that connects you to the latest information about what you find interesting . Simply find the public streams you find most compelling and follow the conversations.”
    • 12. Set Up an Account
    • 13. Start Following
      • First, set up your profile!
        • Picture & background
        • Bio
        • Protect your Tweets
      • Search for:
        • People you know
        • Experts in the industry
        • Entertaining celebrities!!!
      • Advanced searches
    • 14. Listen, Learn, Tweet
      • After following…
      • Trending topics
      • Search for topics
      • Tweet!
    • 15. Sharing
      • Links to useful articles
      • Links to your (or some else’s) blog
      • Updates
      • General service-related issues
    • 16. How Else Can You Use Twitter?
      • Lists
        • VIP Clients
        • Service requests
        • Keyword searches
      • “ Instant Messaging”
        • Internal
        • With carriers and partners
    • 17. What Else?
      • Aggregators
        • Puts all your accounts in one place.
        • One update for multiple platforms.
      • Standing searches, lists, keywords
        • Your clients
        • Insurance-related keywords
        • Carriers or users’ groups
    • 18. Social Media Survey
      • We want to know how you’re using Social Media and online marketing.
      • All respondents will receive the analyzed results.
      • http://www.surveygizmo.com/s3/656279/Social-Media-and-Insurance-Agencies-What-is-the-Real-Deal
    • 19. Resources / Useful Links
      • Twitter
        • https://support.twitter.com/groups/31-twitter-basics
        • Tweetdeck - http://tweetdeck.com/beta/
        • Hootsuite - http://hootsuite.com//
        • Search.twitter.com - http://search.twitter.com/
        • We Follow - http://wefollow.com/
      • Other helpful articles & tools:
        • Mashable.com - http://mashable.com/
        • Social Media Examiner - http://www.socialmediaexaminer.com/
        • Friend Feed - http://friendfeed.com/
    • 20.
      • Link Up & Follow Me!
        • http://twitter.com/JasonHoeppner
        • http://www.linkedin.com/in/JasonHoeppner
        • http://www.facebook.com/JasonHoeppner
      • The Old Fashioned Way!
        • [email_address]
        • (860) 399-8288