Best Practices in the REAL World for the Exec © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com

Steve Aronson CIC Aronson Insurance – Needham MA ________________________________________________________ R. Alan Hedrick CIC County Wide Insurance Agency – Dexter MO © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com

Steve Aronson CIC

Aronson Insurance – Needham MA

________________________________________________________

R. Alan Hedrick CIC

County Wide Insurance Agency – Dexter MO

Determining Where You Are Today Understanding The Concept and Features © 2009 AMSUG/NIUG. All rights reserved. Best Practices in the REAL World for the Exec http://www.ppt-to-dvd.com

Determining Where You Are Today

Understanding The Concept and Features

Information Management Implementing Change and Monitoring Effectiveness © 2009 AMSUG/NIUG. All rights reserved. Best Practices in the REAL World for the Exec http://www.ppt-to-dvd.com

Information Management

Implementing Change and Monitoring Effectiveness

Self Assessment Environments Workflow Analysis Building a Firm Internal Foundation © 2009 AMSUG/NIUG. All rights reserved. Determine Where You Are Today!! http://www.ppt-to-dvd.com

Self Assessment

Environments

Workflow Analysis

Building a Firm Internal Foundation

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com “ Gotta Do It” You Have to Measure to Know!!!

“ Gotta Do It”

You Have to Measure to Know!!!

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com www.steveanderson.com

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com Where Are You Now? Where Do You Want To Be?

Where Are You Now?

Where Do You Want To Be?

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com P & C Strategies Benefits Strategies

P & C Strategies

Benefits Strategies

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com People Guide People Selection-Testing?

People Guide

People Selection-Testing?

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com Operations Manual Build It? Buy It?

Operations Manual

Build It?

Buy It?

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com Staff Meetings Communication Training

Staff Meetings

Communication

Training

© 2009 AMSUG/NIUG. All rights reserved. Understanding the Concepts and Features http://www.ppt-to-dvd.com

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com Three Legged Stool Agents Carriers Vendors

Three Legged Stool

Agents

Carriers

Vendors

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com Real Time Round Trip of: Data Images

Real Time Round Trip of:

Data

Images

Data vs Images vs Email Document Management © 2009 AMSUG/NIUG. All rights reserved. Information Management http://www.ppt-to-dvd.com

Data vs Images vs Email

Document Management

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com Is It OK to Maintain Multiple Systems?

Is It OK to Maintain Multiple Systems?

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com What to Keep and Why? If You Keep It – Where?

What to Keep and Why?

If You Keep It – Where?

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com Front End or Back End? To Attach or Not to Attach?

Front End or Back End?

To Attach or Not to Attach?

Task Force Approach Workflow Guidelines Monitor Guidelines © 2009 AMSUG/NIUG. All rights reserved. Implementing Change & Monitoring Effectiveness http://www.ppt-to-dvd.com

Task Force Approach

Workflow Guidelines

Monitor Guidelines

Emerging Technologies Executive Toys Productive Tools Interactive Websites Social Media Social Networking © 2009 AMSUG/NIUG. All rights reserved. Implementing Change & Monitoring Effectiveness http://www.ppt-to-dvd.com

Emerging Technologies

Executive Toys

Productive Tools

Interactive Websites

Social Media

Social Networking

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com Successful Adoption Team Concepts

Successful Adoption

Team Concepts

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com Industry Standards Best Practice Guides

Industry Standards

Best Practice Guides

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com Publish Results For Staff Motivate to Desired Behavior Non-Optional Behaviors

Publish Results For Staff

Motivate to Desired Behavior

Non-Optional Behaviors

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com Executive Tools Productivity Tools PDA’s of Many Flavors Netbooks

Executive Tools

Productivity Tools

PDA’s of Many Flavors

Netbooks

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com Websites Are Not Business Cards. Vital to the Future of Your Agency Interactive to Customer

Websites Are Not Business Cards.

Vital to the Future of Your Agency

Interactive to Customer

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com Uses of Websites: Marketing Service Information Public Relations

Uses of Websites:

Marketing

Service

Information

Public Relations

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com Social Media Blogging www.insuranti.com

Social Media

Blogging

www.insuranti.com

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com Social Networking www.facebook.com “ Cocktail Party” Online Image www.linkedin.com www.twitter.com

Social Networking

www.facebook.com

“ Cocktail Party”

Online Image

www.linkedin.com

www.twitter.com

Sharing Time Questions © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com

Sharing Time Questions

Thank You!!! © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com

Thank You!!!