The document summarizes the notes from a Social Web Work Group meeting on February 5, 2010. It discusses the following key points: 1) The group endorsed changing its name from the Web 2.0 work group to the Social Web work group. 2) The work group agreed to build out an online forum and use social media tools like wikis in 2010. 3) Major focuses for the group include creating a series of webinars and checklists/articles on topics related to social media and insurance.

1. Social Web Work Group (formally Web 2.0 work group) ACT Feb 5, 2010 Tampa, FL Rick Morgan, Chair ACT Social Web WG

2. Social Media ROI:Socialnomics Socialnomics

3. Status Update The WG endorsed a change in the WG’s name from Web 2.0 to Social Web. For 2010, the WG agreed we should create and build out the forum for the WG and use other social media tools such as Wikis.

4. Status Update As a major focus, the WG will: Build out a series of webinars create checklists articles

5. First Webinar February 11 Creating a Strategy and Writing a Policy Guide Panel Discussion Cindy Adams Angelyn Treutel Katie Herbst Rick Morgan Jeff Yates February 11 2:30 - 3:30 EST Register Here

6. Topics for additional Webinars “ The Social Web and the Independent Insurance Agent - O p ening up new Opportunities” New tools reflecting how business is increasingly being done Overcoming objections New Media Marketing

7. Topics for additional Webinars “ First things first - building a team, crafting a plan and best practices for engaging in Social Media Why a Team Members Roles and Responsibilities Community Manager Getting Everyone in the Game Training

8. Topics for additional Webinars “ From Apps to Tweets–How to get started” Blogs Facebook Linkedin Twitter Start out by: Listen Pay attention to the metrics Have rules Creativity & personality

9. Topics for additional Webinars “ Social Media Today and Measuring Return on Investment” Goal Objectives Strategy Tactics Measure

10. Topics for additional Webinars “ E&O Issues to Manage When Using Social Media” Build off of Sabrena Sally’s ACT article & others Viral reach can also increase risk

11. Paul Peeples Mike Peterson Nibby Priest Kristin Rielly John Robinson Sabrena Sally Dave Schuppler Bruce Shuman Bob Slocum Dave Thompson Angelyn Treutel Peter van Aartrijk Aaron Wallrich Social Web Workgroup Members Cal Durland Kathy Glahn Tom Greco Katie Herbst Ed Higgins Dave Hulcher Chris Jordan Mark Kwiatkowski Liz Kittell Susan Labarre Danielle Lambert Marc Laspina Nellie Massoni Rick Morgan Colleen Murphy Jennifer Parry Cindy Adams Kitty Ambers Steve Anderson Ron Berg Mike Bergstein Amber Blaha Susan Bonner Kevin Brandt Treg Camper Terry Castelli Lyria Charles Jill Cleary Matt Collister Judy DeLaRosa Linda Dodson Cindy Donaldson

12. ACT & Social Web Resources www.iiaba.net/act ACT Social Bookmarks http://delicious.com/rickjmiv/ACT This presentation - http://Slideshare.net/rickjmiv

13. Chris Jordan Chris Jordan Owner of Atlanta Insurance Live http://www. atlantainsurancelive .com Video blog. Live chat W eb cam Graduated from Auburn University in 2003 with a BA in Mass Communication and a Minor in Business. Before working in the insurance industry, he worked in Operations Management with Nielsen Media Research.