For the past several years, Steve has devoted his full attention to helping insurance agents understand technology and what it can do for them. He has gathered information at conferences, in online discussion groups and from his own experience working in agencies.
Steve has clients around the country and has spoken to literally hundreds of agents across the country. He is able to help agents understand technology and how it will benefit their operation and then determine the most effective strategies. He offers unique creativity and dynamic energy.
Choose from Steve’s various and in depth presentation topics — all can be personalized for your group…
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 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.
Cool Tools, Gadgets and Gizmos
Computers! You may love them or hate them, but you can’t operate an agency without them. This session will explore 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 can help agents prosper in this increasingly competitive world. 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.
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 Inbox
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 inbox. With a little work and perseverance getting your inbox to zero items is an achievable goal. This session will highlight 10 key steps necessary to tame your Outlook inbox. It will offer practical advice you can take back your office and immediately implement.
Business in Real-Time
Real-time. Do it now. Anytime anywhere. 24/7. Day or night. These are the words you are hearing from your clients and other business partners. This mindset is rapidly changing your world — again. The real-time world is changing forever how we interact with our clients and business partners. It is no longer good enough to tell a client you will call them back with an answer. What does this mean to your agency? How are you adapting to this new world? How will you need to change your internal operations to take advantage of real-time interaction? How will you communicate with your carriers? Will you use comparative rating services? How do you interact with your customers as they demand real-time communication? What will your management system need to look like in the future to support you in real-time? How do you find new employees who can operate in real-time? How do get existing employees to think in real-time terms?
Customer Service 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 useing 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.
Creating Sales with Technology
Objective: Most agents consider using technology in customer service. This class will explain how to use technology to increase revenue. The first half explores the how computer systems can help agents manage the prospecting process. The second half will explore the tools available to agents to help them sell, both to the company underwriter and to their prospect. Other technology issues agents will face in the next few years are also discussed.
Designing the Future
If you were to start an agency today, or improve your existing agency, what should it look like? Whether you want to start a new agency or improve the one you already have this session will help you understand what has changed and how to take advantage of the changes. How to deliver services your customers want, how to access company markets, new options for management systems, and streamlining the marketing and sales process are just a few of the topics that will be covered.
How to Make Your Agency Look Good
How you communicate is as important as what you communicate. To stay competitive agents must learn how to upgrade the type and quality of their presentation to prospects, companies and clients. While high quality proposals won’t make the sale, they will help separate your agency from your competition. This session will demonstrate and explain tools available to help you compete in a visual age. Technology such as color printing, digital cameras, presentation and multimedia programs will be presented along with specific tips on how to use them from an agent who is currently using these tools to help him sell.
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.
