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In the 80s, I convinced my father-in-law to spend some money on improving the quality and look of the physical insurance policy binders we created and delivered to clients. Some of you might 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 primary line of coverage and a custom-printed cover that we could insert into the notebook.
Because clients’ expectations for how information should be delivered are changing, a simple PDF document 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.
For many of you, PowerPoint is your main presentation tool. Microsoft Sway may be an interesting option to test as a possible replacement.
Experiment with Microsoft Sway
Sway is an app that is part of the Microsoft 365 suite. 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. Add your content, and Sway does 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.
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.
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 suitable for you, click the Remix! button to see other options or customize it to make it your own.
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.
You can use your Microsoft account to get started. Your Sways are synced through the cloud, making it easy to view and edit across your devices.
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, you can go to your Microsoft 365 account and select Sway.
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?