How to Use Microsoft Sway to Wow Your Clients

In the 80s, I convinced my father-in-law to spend some money on improving the quality and look of the policy binders we created and delivered to clients. Some of you know what I mean — the white notebooks with copies of a client’s paper policies along with a brief explanation. We paid to have custom tab dividers created for every major line of coverage as well as a custom printed cover that we could insert into the notebook.

Microsoft Sway

In last week’s TechTips, I described a simple way to create an electronic policy binder using existing capabilities in most PDF software.

Because clients’ expectations of how information should be delivered are changing, PDF may not cut it anymore. You need to be exploring new options for presenting information (in proposals, coverage summaries, or newsletters) in an online multimedia environment.

Experiment with Microsoft Sway

That is why you should be testing Microsoft Sway as an option.

Sway is a free app from Microsoft Office. It lets you create and share interactive reports, presentations, personal stories, newsletters, vacation memories, school and work projects, and more. Microsoft Sway is a digital storytelling app that makes it quick and easy to create an engaging presentation. Simply add your content, and Sway will do the rest.

— Tell your story with interactive content

Bring your story to life with interactive multimedia content. It is easy to add text to your images, or snap a picture and pull it right into Sway with your built-in camera. You can also add videos, maps, tweets, vines, interactive charts, graphs, and GIFs.

— See suggested search results based on your content

Sway-suggested searches help you find relevant images, videos, tweets, and other content that you can drag and drop right into your creation. No need to juggle apps and web pages to find what you want.

— Instantly transform your Microsoft Sway with great designs

You do not need to worry about formatting because Sway’s built-in design engine takes care of it. If the first design is not right for you, click the Remix! Button to see other options or customize it to make it your own.

— Easily share by sending a link

It is super easy to share and collaborate on a Sway. Others can see your creation on the web without signing up or downloading additional software. Sharing editing rights with others is also a snap. And you can change privacy settings for more control.

Simply use your Microsoft account to get started. Your Sways are synced through the cloud, making it easy to view and edit across your devices.

This link will open a Microsoft Sway explaining in more detail how it works. It will also allow you to experience how a Microsoft Sway can improve your communication options.

Microsoft Sway Ideas

Following are some suggestions on Sways you might want to create:

  • Agency capabilities brochure
  • Niche marketing information
  • How to file a claim
  • Convert any articles you have written to a Sway
  • Coverage explanations
  • Proposals (I do understand this may not be worth the time yet)

To create a Microsoft Sway account, go to or for Windows 10 users, download the Sway app.

Have you experimented with Microsoft Sway yet? If so, share your experience. What other tools do you use to communicate with prospects and clients more effectively?




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