Jason Hoeppner, CICB. H. Burke & Co., Inc.

Story Time

• Once upon a time there was an agency principal in line at his local, small-town bank…

The young account manager behind the window asked him what his name was and where he was from…

Communicating

• How do you communicate with your clients?

– The same way you did 5… 10… 20 years ago?– How are the younger employees at your agency

communicating with clients… with prospects?

Networking

• How much time do you spend networking?– Traditional networking– Online

• In person vs. online – What is different?– Is anything the same?

Typical Agency Relationship – Without Social Media

RELATIONSHIP SPECTRUM

“Hav

e we

met

?”“I

know

you

from

the

Cham

ber.”

“Oh,

you

sell

insur

ance

.”

“Ok,

quot

e m

e.”

Renew

al tim

e…

“Am

I ha

ppy?

Am I

payin

g to

o

muc

h?”

“Service is great, and I trust him.”

…The relationship is solid.

Service Life

Could last months … or years! Could last years … or only months!

Typical Agency Relationship – With Social Media

RELATIONSHIP SPECTRUM

“Hav

e we

met

?”“I

know

you

from

the

Cham

ber.”

“Oh,

you

sell

insur

ance

.”

“Ok,

quot

e m

e.”

“Service is great, and I trust him.”

…The relationship is solid.

Service Life

Connect online & Connect online & shareshare

Oh, you’re a person,Oh, you’re a person,not just an not just an insurance geek!insurance geek!

Renew

al tim

e…

“Am

I ha

ppy?

Am I

payin

g to

o

muc

h?”

Better service, enhanced relationship.

Service “Wow”

• Proactive

• Reactive

How do you want to be regarded?

How Does It Fit In?

• What works for you today? – In marketing?– In service?– In your day-to-day tasks?

• Can it be done more effectively or at a lower cost (time and resources) online?– One to many.– Instant answers from carriers or agencies.

The Traditional and The New

• Chamber of Commerce meetings

• Asking for referrals

• Speaking at local events

• Research at the library

• Direct marketing

• LinkedIn Groups

• Online recommendations

• Webinars – live & on-demand

• Google!

• Targeted, online marketing

Twitter

• http://www.twitter.com

An information network“Twitter is a real-time information network that connects you to the latest information about what you find interesting. Simply find the public streams you find most compelling and follow the conversations.”

Set Up an Account

Start Following

• First, set up your profile!– Picture & background– Bio– Protect your Tweets

• Search for:– People you know– Experts in the industry– Entertaining celebrities!!!

• Advanced searches

Listen, Learn, Tweet

• After following…

• Trending topics

• Search for topics

• Tweet!

Sharing

• Links to useful articles

• Links to your (or some else’s) blog

• Updates

• General service-related issues

How Else Can You Use Twitter?

• Lists– VIP Clients– Service requests– Keyword searches

• “Instant Messaging”– Internal – With carriers and partners

What Else?

• Aggregators– Puts all your accounts in one place.– One update for multiple platforms.

• Standing searches, lists, keywords– Your clients– Insurance-related keywords– Carriers or users’ groups

Social Media Survey

We want to know how you’re using Social Media and online marketing.

All respondents will receive the analyzed results.

http://www.surveygizmo.com/s3/656279/Social-Media-and-Insurance-Agencies-What-is-the-Real-Deal

Resources / Useful Links• Twitter

– https://support.twitter.com/groups/31-twitter-basics– Tweetdeck - http://tweetdeck.com/beta/– Hootsuite - http://hootsuite.com// – Search.twitter.com - http://search.twitter.com/– We Follow - http://wefollow.com/

• Other helpful articles & tools:– Mashable.com - http://mashable.com/– Social Media Examiner -

http://www.socialmediaexaminer.com/ – Friend Feed - http://friendfeed.com/

• Link Up & Follow Me!– http://twitter.com/JasonHoeppner– http://www.linkedin.com/in/JasonHoeppner– http://www.facebook.com/JasonHoeppner

• The Old Fashioned Way!– Jason@bhbco.com– (860) 399-8288