Presentations

Speaking

Steve Anderson educates insurance organizations on how understanding and applying technology can help them navigate the transformation taking place in how they sell, market, communicate, collaborate, innovate, learn and, as you might guess, much more. Some sample presentations are below. Here is a brief biography of Steve Anderson. His speaking style is vibrant, humor-laden, energetic, and personal.

Steve customizes every presentation to address the audience at hand, and he adjusts during the presentation to match the level of comprehension as he goes along. He is known for his ability to take geek-speak and make it relevant to the industry.

Steve covers these topics from the 10,000 feet strategy level all the way down to the nitty gritty step-by-step, depending on the audience and need. He has presented at state association’s annual conventions, technology symposiums, and young agent conferences to literally thousands of agents. He is on the national faculty for the Society of CIC presenting James K. Ruble and Institute topics.

Speaking Topics

Technically, Steve can speak on whatever you’d like. He’s given you the following  “suggestions” based on recent presentations to jog your mind and get you thinking. Whatever you want, we can talk about it.

Mobile is the Next Big Thing

Every prediction of the growth of smartphones and tablet usage has fallen far short in their estimates of how fast mobile use is growing. The iPad is one of most quickly adopted consumer devices ever—and the financial services industry is adopting it even faster. Agents are replacing their laptops with iPads in greater numbers. Mobile devices are everywhere and are used by everyone! Many of your clients of all ages will want to communicate with your agency and connect with your services via tablets, smartphones and even e-book readers. Is your agency ready? Does it matter if your website is mobile friendly? Do you need a mobile app for your agency? Steve presents an overview of mobile, explains the rapid growth, shows what current usage in insurance agencies and offers advice on how to get your producers and staff ready to use this technology to improve customer service and add value… and of course to make money.

Maximizing Your Internet Presence

Showing up on a Google search results page is a key way to generate new business. But, being found on the Internet takes much more than having an old agency website and a Facebook page. Maximizing your Internet presence, so anyone can find you, requires understanding how search engines work and then learning the specific steps that anyone can take to increase their chances of being visible in a search. The good news is that it cost little to nothing to get started. This presentation details what you need to do to get started.

The New Sales Manager
Creating a stream of new prospects who are interested in your products and services will be a key to surviving and thriving in the continued soft economic environment. Simply hiring more producers is an outdated strategy. Agencies must get better at understanding and implementing marketing programs that generate leads—and the Internet must be a key part of this plan. “The New Sales Manager” will help you understand these new marketing concepts and responsibilities.

A Balanced Approach to Agency Marketing
The marketing activities that agencies have relied on for many years to retain existing clients and generate new business are not working as well as in the past. The new consumer is using the Internet for researching all types of purchases, including insurance policies. New mobile computing platforms, including iPads, SmartPhones, and other mobile devices are redefining what it means to “stay in touch.”
Yet, even with all the new “stuff”, people still want to buy from people. And this is why independent agencies should not be afraid of this transformation. Agencies can take advantage of this transformation and grow their agencies, if they are willing to think differently about marketing and sales. This presentation details the six key elements of a successful strategy that will produce increased retention and generate new business.

Cool Tools, Gadgets and Gizmos
Technology! You may love it or hate it, but you can’t operate an agency without a wide variety of technology. This session will explore the latest in new technologies that help agents to more effectively manage and grow their agencies. The session will review the latest software, hardware, and Internet sites that agent’s should know about to help them stay competitive. Specific examples are provided on just how each of these tools can help increase productivity and effectiveness in an agency. All from the perspective of a license agent who grew up in the trenches just like you.

How to Sell and Service Small Commercial Business Profitably
Small commercial business can be one of the most profitable book of business and agency can create, if they create the right strategy to reduce the cost of acquiring this type of business as well providing ongoing servicing. This presentation details how single-purpose website can be effectively used to create niche markets from generic main street business. Technology, effectively implemented, can provide the agency with the ability to provide quality customer service at a reduced cost.

The Virtual Agency: How to Sell and Service Anywhere, Anytime

With high-speed data lines, server warehouses accessed through Internet browsers, individual phone transfer ability, active customer friendly websites, why do we all gather at one expensive location to do our work? Offices are scaling back and allowing for a core group of rotating employees to keep the shop open while allowing others to work from home or any other place they have access to browser software. Is this the future? Can it really save money? How do we monitor activity? What are the human resource issues? Worker’s compensation? Keep an open mind and explore this intriguing concept in more detail.

Managing E&O Exposures in a 24/7 World
Technology plays a key role in effectively managing today’s insurance agency. The same technology also presents risks and challenges that need to be addressed and managed in order to minimize errors and omissions claims. This class will explore various technologies being used by agencies today and the E&O challenges these technologies create. E-mail, electronic documents, remote workers, interactive websites, company and agency service centers, and client self service are some of the topics that will be tackled. Specific recommendations on how to reduce an agency’s exposure to potential problems will be discussed. These problems are not going way. Sign up today and learn how to protect your agency.

Taming Your Outlook In-box
E-mail is one of the biggest productivity drains in an agency today. Yet, you can’t live without it. The key to being productive with e-mail is to learn how to effectively manage your Outlook in-box. With a little work and perseverance getting your in-box to zero items is an achievable goal. This session will highlight 10 key steps necessary to tame your Outlook in-box. It will offer practical advice you can take back your office and immediately implement.

Meeting Customer Needs in the Internet Age
Keeping customers happy is the most profitable activity for any agency. However, client’s expectations about what constitutes good customer service is changing and the Internet plays a key role. This session describes how agencies are using existing Internet technology to improve the service provide to their clients. We will also explore what the future will bring and what steps to take today to prepare for tomorrow.

The Digital Revolution: Creating Effective Document Management Systems
In this electronic age it is becoming increasingly important for agencies to learn how to effectively manage all types of documents. In the past this has meant managing paper files. Today every agency is dealing with an increasing volume of electronic documents that need to be managed well. This session will help any size agency understand the issues involved when creating an electronic document management system. The nuts and bolts will be explained so you can learn how to use this tool in your agency. A successfully implemented document management system will help every agency lower costs, improve customer service, reduce data entry errors, eliminate lost files, reduce file space requirements and allow the flow of information in the agency to be managed well.

Age Matters
We are a nation of generations. The more you are able to understand the thoughts, fears, motivations, and expectations of each generation the better you will be able to market to as well as service this diverse group of people. You see, age matters. We present an overview of the generally accepted generation categories: Seniors, Baby Boomers, Generation X, and Generation Y. The purpose is to help you begin to understand the need to create targeted marketing, sales and customer service programs for each of these unique age groups.

 

The above descriptions are only a sampling of the topics Steve has talked about. Any of the topics listed above, or other topics of interest to you, can be customized in terms of content and length. Contact Steve to discuss your specific requirements.