Safety & Scale for Social Selling

Devin RedmondGeneral Manager Nexgate

LinkedIn.com/in/devinredmond

Safety & Scale for Social Selling

Nathan ShaferAccenture Digital

LinkedIn.com/pub/nate-shafer

%of consumers report no

communication from their insurer in

the last 18 months.

EY’s 2014 Global Consumer Insurance Survey

Opportunity Exists for Expanding Relationships

How can insurers/advisors

• Identify right consumers at right times

• Reach out appropriately & compliantly

• Keep themselves & clients safe

Compliance & Sellers

FCA Perg &

FFIEC Issue

Compliance & Customers

FINRA Risk

Security As Well!

Success = Bad Guys & Spam

Know your accounts

Have a team, process, and clear R&R

Publish internal policies & guidelines

• Train and retrain (video & simple tests)

Publish external policies

Use a full technology stack

• Publishing tools with workflow

• Automated security and compliance

• Retention & eDiscovery integration

Addressing Risks at Scale

Craig CantonRelationship Manager

LinkedIn Sales Solutions

Safety & Scale for Social Selling

Customer: Executive

Sponsorship

LinkedIn: Learning &

Engagement

Customer: Recognition

LinkedIn: Success Metrics

Social Selling Program Implementation

•Share the vision & raise awareness

•Identify client partnership point contact

•Review project plan

•Define success targets


Executive Sponsorship Learning &

Engagement

Recognition

Gamification

Success Metrics

•Full Education on Sales Navigator

•Reinforce learning

•Roll out of best practices

Customer: Executive

Sponsorship


Engagement




•Develop incentive programs

•User recognition – success stories

•Provide milestone metrics

Customer: Executive

Sponsorship


Engagement




•Set baseline metrics

•Monitor via quarterly business reviews

•Roll out success targets for improvement

Customer: Executive

Sponsorship


Engagement




Safety & Scale for Social Selling

Marketing

Transcript of Safety & Scale for Social Selling