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