There is a difference between organizations that simply execute social media tactics and those that actually become social businesses. Rick’s presentation will focus on the best practices agencies are using to achieve success in growing their business through the use of new media. For example, he will discuss 8 keys to successfully transitioning to a social business. You can expect to come away from this session knowing how to implement and manage a successful social media initiative to improve sales.

1. Becoming a Social Business
Digital Transformation and the customer experience
ENHANCING YOUR BRAND FROM
EVERY ANGLE
July 2014

2. Senior Vice
President
Rick Morgan
Highlight:
Being named to Insurance Newscast’s 100 Most
Powerful People in the Insurance Industry – North
America.
Independent Agency Principal
Silver Plume
Applied Systems
Agents Council for Technology

3. https://www.youtube.com/watch?v=zxpa4dNVd3c

4. The way people:
 Communicate
 Interact
 Research products
 Get referrals
Agents must find new, innovative ways to reach customers
 Not about who is connected, but how they’re connected

5. 5

6. 6

7. Mobile cuts across everything.
 Collaboration and information sharing
 Changes the products you offer
 Changes the way we interact
 Communication in disaster situations
 Customer interaction with agents and carriers
 Agent/carrier communication
 Reaching and responding to consumers with
strategies and tactics other than traditional
methods of marketing and communication
7

8. Are you thinking about:
 Changing needs and expectations of consumers in
this ‘anytime, anywhere’ environment?
 Responding or adaptive websites
8

9. 9

10. Connected consumers are empowered to interact with the
world around them and shape how businesses respond.
 Digital/Social natives
 Connected vs. not connected
 Sharing society
 Disruptive Technology
 Internet of Everything
 3-D Printing
 “Showroom” retail
 Location-based marketing services
10

11. 11
Disruptive Technology - Internet of Everything
https://www.youtube.com/watch?v=CqSDWoAhvLU

12. 12
Disruptive Technology - Internet of Everything
https://www.youtube.com/watch?v=CqSDWoAhvLU
“That is a real threat to the auto insurance
industry,” Buffett said at his company’s
annual meeting here Saturday. “If [self-
driving cars] prove successful and reduce
accidents dramatically, it will be very good
for society and very bad for auto insurers.”

13. Are you thinking about:
 Collaboration and information sharing?
 Digital and Content Marketing
 Providing customers with access to
information anytime, anywhere?
13

14. 14

15.  Rich media (voice and video)
 Education economy
 Inbound vs. outbound marketing
 Payment tools/methodologies
 PayPal
 Square
15

16. Are you thinking about:
 Customer expectations?
 Collaboration and information sharing?
 Reinventing and transforming your business?
16

17. “Social business is the creation of an organization that is
optimized to benefit its entire ecosystem (customers,
employees, owners, partners) by embedding collaboration,
information sharing, and active engagement into its
operations and culture. The result is a more responsive,
adaptable, effective, and ultimately more successful
company.” – Amber Naslund
17

18. Neither do men put
new wine into old
bottles: else the
bottles break, and the
wine runneth out, and
the bottles perish: but
they put new wine
into new bottles, and
both are preserved. –
Matthew 9:17 (King
James)

22. 22
Source: B.H. Burke & Co.

27.  Why blog?
 How to get started
 Key concepts
27

32.  Consumer expectations are set by culture,
not the industry.
 Today’s culture is social: Consumers are
connected and empowered.
 Social businesses are positioned to succeed.

33. ENHANCING YOUR BRAND
FROM EVERY ANGLE
703.912.7974 Rick@Aartrijk.com www.Aartrijk.com