Best Practices In The Real World For The Exec

Best Practices in the REAL World for the Exec

© 2009 AMSUG/NIUG. All rights reserved. http://www.ppt-to-dvd.com

http://www.ppt-to-dvd.com/#Slide%20104

© 2009 AMSUG/NIUG. All rights reserved.

Steve Aronson CICAronson Insurance – Needham MA

________________________________________________________

R. Alan Hedrick CIC County Wide Insurance Agency – Dexter MO

http://www.ppt-to-dvd.com



• Determining Where You Are Today

• Understanding The Concept and Features





• Information Management

• Implementing Change and Monitoring Effectiveness





• Self Assessment

• Environments

• Workflow Analysis

• Building a Firm Internal Foundation

Determine Where You Are Today!!




• “Gotta Do It”

• You Have to Measure to Know!!!



www.steveanderson.com


http://www.steveanderson.com/


• Where Are You Now?

• Where Do You Want To Be?



• P & C Strategies

• Benefits Strategies



• People Guide

• People Selection-Testing?



• Operations Manual

• Build It?

• Buy It?



• Staff Meetings

• Communication

• Training



Understanding theConcepts and Features




• Three Legged Stool

• Agents

• Carriers

• Vendors



• Real Time Round Trip of:

• Data

• Images



• Data vs Images vs Email

• Document Management

Information Management






• Is It OK to Maintain Multiple Systems?





• What to Keep and Why?

• If You Keep It – Where?



• Front End or Back End?

• To Attach or Not to Attach?



• Task Force Approach

• Workflow Guidelines

• Monitor Guidelines

Implementing Change & Monitoring Effectiveness




• Emerging Technologieso Executive Toys

o Productive Tools

o Interactive Websites

o Social Media

o Social Networking

Implementing Change & Monitoring Effectiveness




• Successful Adoption

• Team Concepts



• Industry Standards

• Best Practice Guides



• Publish Results For Staff

• Motivate to Desired Behavior

• Non-Optional Behaviors



• Executive Tools

• Productivity Tools

• PDA’s of Many Flavors

• Netbooks



• Websites Are Not Business Cards.

• Vital to the Future of Your Agency

• Interactive to Customer



• Uses of Websites:

• Marketing

• Service

• Information

• Public Relations


• Social Media

• Blogging

• www.insuranti.com


• Social Networking

• www.facebook.com• “Cocktail Party”• Online Image

• www.linkedin.com

• www.twitter.com


Sharing Time

Questions



Thank You!!!
