Technology, You may love it or hate it, but no one can operate a successful insurance agency without using technology effectively. This presentation explores new technologies that help insurance agents be more effective managers to grow their organizations. A few of the new technologies we will explore include document management, voice recognition software, Internet websites, productivity tools, just to name a few. All of these tools will help insurance agents prosper in a competitive world.

1. Cool Tools, Gadgets & Gizmos Steve Anderson

2. Technology Trend Communicate Collaborate Connect

3. We are now at the dawn of a profound technology-driven transformation that will make the changes we have experienced over the past 25 years seem small and slow. We are about to transform how we sell, market, communicate, collaborate, innovate, watch TV, learn and, as you might guess, much more. Daniel Burrus -- January 2009

4. Everything is being transformed How agencies market How they sell How they communicate How they collaborate

5. Why? WUSIWYG – What you see is what you get No technical expertise Security SEO friendly What CMS – Content Management System Immediate updates & changes Themes Plug-ins SEO friendly 5 WordPress: Creating Web Sites

6. WordPress WordPress.com 9,200,000 Limited Themes No Plugins Free No maintenance No control Not for branding WordPress.org 9,700,000 Full theme support All plugins allowed Monthly expense Site maintenance Full control Own your own brand 6

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8. WordPress Site Examples SteveAnderson.com ClientInformationSecurity.com AgencyUserReviews.com AtlantaInsuranceLive.com 8

9. SteveAnderson.com 9

10. ClientInformationSecurity.com 10

11. AgencyUserReviews.com 11

12. User Generated Reviews 12

13. AtlantaInsuranceLive.com 13

14. WordPress – Steps to Start Find a Host Download Install Design Start posting 14

15. Voice Recognition Dragon Naturally Speaking v9 Preferred Nuance.com

16. Using video on your web site Personalize the site Create connection Provide information It’s easier than you think Ideas Client testimonials Web site introduction Key benefits

17. Create Custom Training New Employee Orientation New Employee Training Custom Software Training Visual Procedure Guide Client Coverage Explanations

18. Flip Video

19. Video Creation Tools Screen Shots Snagit (TechSmith.com) Example Web Recording Camtasia (TechSmith.com) Captivate (Adobe.com) Live Video Microsoft MovieMaker (Microsoft.com) Visual Communicator v3 (Adobe.com)

20. EyeJot www.eyejot.com

21. Evernote Capture information From web site From email From anyplace Multiple platforms Desktop application Website access Mobile device Find information easily Indexed Easy search Search from any device

22. Evernote

23. Chrome Browser

24. Google Voice

25. E-mail Notice

26. Google Alerts

27. Google Local Business

28. Google Docs Word processing Spreadsheet Presentation

29. Google Docs Get started with templates Online document creation Sharing without managing attachments Revision history Search tools Security and privacy Mobile access

30. Google 411 - 800-GOOG-411(800-466-4411)

31. Google Maps Maps.Google.com Google Mobile Maps Locate Me

32. The World of Wiki’s Collaboration software Trust vs Control Ideas for using Intranet Business Plan Tracking New Business & Renewal Management Client Service management Procedure Manuals Checklists To-do Lists Carrier Information Reference Information

33. Wiki Software MediaWiki.org MoinMoin.in Google Sites (formally JotSpot) PBWiki.com TiddlyWiki.com

34. Multiple Monitors Increased Productivity for any agency Essential for document management Increase productivity generally Easy ROI "...our research shows that productivity gains for standard tasks, window management, office, switching between documents, you can get productivity gains with multi-monitor anywhere from 20 to 50 percent...“ Bill Gates

41. Monitor Stands

42. Laptop Solution

44. Eye-Fi Photo & Video uploads Make your camera wireless

49. ProvideSupport.com

50. eGrabberLeadResearcher 50 Find missing information $250 annual Pro version allows lists

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52. Gist.com Find information about people Can attach to Outlook 52

53. Tungle.com Manage meeting requests Integrates with Outlook Multiple people 53

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59. PDF Readers PDFill.com Nuance.com – PDF Creater Pro

60. Using video on your web site Personalize the site Create connection Provide information It’s easier than you think Ideas Client testimonials Web site introduction Key benefits

61. Create Custom Training New Employee Orientation New Employee Training Custom Software Training Visual Procedure Guide Client Coverage Explanations

62. Flip Video

63. Video Creation Tools Screen Shots Snagit (TechSmith.com) Example Web Recording Camtasia (TechSmith.com) Captivate (Adobe.com) Live Video Microsoft MovieMaker (Microsoft.com) Visual Communicator v3 (Adobe.com)

64. Deliver large files SendThisFile.com YouSendIt.com

65. Networking InsuranceCampus.org

66. Firefox Prism

67. Pigdom.com

68. Livescribe www.livescribe.com

69. Digital Books Readability WhisperNet Keyboard DocumentDownload $350 or $489 Amazon Kindle 2 or DX

70. Online Postage

72. iPhone (Apple)

73. Photographic Text Conversion OmniPage Pro v16 (www.nuance.com) ScanR.com

74. Producer Productivity www.copytalk.com www.jott.com

75. InstantEstimator.com Helping clients answer “Should I file a claim?”

76. www.ActiveWords.com ActiveWords Tool to reduce number of keystrokes

77. Password Problems

78. Web Login Management www.roboform.com Pass2Go USB Key

79. Turn handwriting into a font Personal handwriting font - $150 Personal printing font - $70 Personal signature font - $30 Custom logo font – quote vLetter.com

80. Subscribe to Steve Anderson’s TechTips and receive one short, to the point tip per week on little known websites, software and hardware tools, and any other resources that will help agencies increase revenue or reduce expenses. Sign up at:www.SteveAnderson.com

81. Steve Anderson The Anderson Network, Inc. PO Box 1546 Franklin, TN 37065 (615) 599-0085 Steve@SteveAnderson.com