Best Practices In The Real World For The Exec

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Best Practices for Independent Insurance Agents dealing with Real Time Technologies and Automation Setup.

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Best Practices In The Real World For The Exec

  1. 1. Best Practices in the REAL World for the Exec © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com
  2. 2. <ul><li>Steve Aronson CIC </li></ul><ul><li>Aronson Insurance – Needham MA </li></ul><ul><li>________________________________________________________ </li></ul><ul><li>R. Alan Hedrick CIC </li></ul><ul><li>County Wide Insurance Agency – Dexter MO </li></ul>© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com
  3. 3. <ul><li>Determining Where You Are Today </li></ul><ul><li>Understanding The Concept and Features </li></ul>© 2009 AMSUG/NIUG. All rights reserved. Best Practices in the REAL World for the Exec http://www.ppt-to-dvd.com
  4. 4. <ul><li>Information Management </li></ul><ul><li>Implementing Change and Monitoring Effectiveness </li></ul>© 2009 AMSUG/NIUG. All rights reserved. Best Practices in the REAL World for the Exec http://www.ppt-to-dvd.com
  5. 5. <ul><li>Self Assessment </li></ul><ul><li>Environments </li></ul><ul><li>Workflow Analysis </li></ul><ul><li>Building a Firm Internal Foundation </li></ul>© 2009 AMSUG/NIUG. All rights reserved. Determine Where You Are Today!! http://www.ppt-to-dvd.com
  6. 6. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>“ Gotta Do It” </li></ul><ul><ul><li>You Have to Measure to Know!!! </li></ul></ul>
  7. 7. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com www.steveanderson.com
  8. 8. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>Where Are You Now? </li></ul><ul><li>Where Do You Want To Be? </li></ul>
  9. 9. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>P & C Strategies </li></ul><ul><li>Benefits Strategies </li></ul>
  10. 10. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>People Guide </li></ul><ul><ul><li>People Selection-Testing? </li></ul></ul>
  11. 11. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>Operations Manual </li></ul><ul><ul><li>Build It? </li></ul></ul><ul><ul><li>Buy It? </li></ul></ul>
  12. 12. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>Staff Meetings </li></ul><ul><ul><li>Communication </li></ul></ul><ul><ul><li>Training </li></ul></ul>
  13. 13. © 2009 AMSUG/NIUG. All rights reserved. Understanding the Concepts and Features http://www.ppt-to-dvd.com
  14. 14. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>Three Legged Stool </li></ul><ul><ul><li>Agents </li></ul></ul><ul><ul><li>Carriers </li></ul></ul><ul><ul><li>Vendors </li></ul></ul>
  15. 15. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>Real Time Round Trip of: </li></ul><ul><ul><li>Data </li></ul></ul><ul><ul><li>Images </li></ul></ul>
  16. 16. <ul><li>Data vs Images vs Email </li></ul><ul><li>Document Management </li></ul>© 2009 AMSUG/NIUG. All rights reserved. Information Management http://www.ppt-to-dvd.com
  17. 17. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com
  18. 18. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>Is It OK to Maintain Multiple Systems? </li></ul>
  19. 19. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com
  20. 20. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>What to Keep and Why? </li></ul><ul><li>If You Keep It – Where? </li></ul>
  21. 21. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>Front End or Back End? </li></ul><ul><li>To Attach or Not to Attach? </li></ul>
  22. 22. <ul><li>Task Force Approach </li></ul><ul><li>Workflow Guidelines </li></ul><ul><li>Monitor Guidelines </li></ul>© 2009 AMSUG/NIUG. All rights reserved. Implementing Change & Monitoring Effectiveness http://www.ppt-to-dvd.com
  23. 23. <ul><li>Emerging Technologies </li></ul><ul><ul><li>Executive Toys </li></ul></ul><ul><ul><li>Productive Tools </li></ul></ul><ul><ul><li>Interactive Websites </li></ul></ul><ul><ul><li>Social Media </li></ul></ul><ul><ul><li>Social Networking </li></ul></ul>© 2009 AMSUG/NIUG. All rights reserved. Implementing Change & Monitoring Effectiveness http://www.ppt-to-dvd.com
  24. 24. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>Successful Adoption </li></ul><ul><li>Team Concepts </li></ul>
  25. 25. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>Industry Standards </li></ul><ul><li>Best Practice Guides </li></ul>
  26. 26. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>Publish Results For Staff </li></ul><ul><li>Motivate to Desired Behavior </li></ul><ul><li>Non-Optional Behaviors </li></ul>
  27. 27. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>Executive Tools </li></ul><ul><li>Productivity Tools </li></ul><ul><ul><li>PDA’s of Many Flavors </li></ul></ul><ul><ul><li>Netbooks </li></ul></ul>
  28. 28. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>Websites Are Not Business Cards. </li></ul><ul><ul><li>Vital to the Future of Your Agency </li></ul></ul><ul><ul><li>Interactive to Customer </li></ul></ul>
  29. 29. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>Uses of Websites: </li></ul><ul><ul><li>Marketing </li></ul></ul><ul><ul><li>Service </li></ul></ul><ul><ul><li>Information </li></ul></ul><ul><ul><li>Public Relations </li></ul></ul>
  30. 30. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>Social Media </li></ul><ul><ul><li>Blogging </li></ul></ul><ul><ul><ul><li>www.insuranti.com </li></ul></ul></ul>
  31. 31. © 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com <ul><li>Social Networking </li></ul><ul><ul><li>www.facebook.com </li></ul></ul><ul><ul><ul><li>“ Cocktail Party” </li></ul></ul></ul><ul><ul><ul><li>Online Image </li></ul></ul></ul><ul><ul><li>www.linkedin.com </li></ul></ul><ul><ul><li>www.twitter.com </li></ul></ul>
  32. 32. <ul><li>Sharing Time Questions </li></ul>© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com
  33. 33. <ul><li>Thank You!!! </li></ul>© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com

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