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ACT Webinar Presented By: Cindy Donaldson, Founders Insurance Group, Inc. Rick Morgan, Chair ACT Social Web Work Group Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional

for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

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Page 1: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

ACT Webinar Presented By: Cindy Donaldson, Founders Insurance Group, Inc. Rick Morgan, Chair ACT Social Web Work Group Jeff Yates, ACT Executive Director The webinar will start shortly!

for the Insurance Professional

Page 2: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

ACT Webinar Presented By: Cindy Donaldson, Founders Insurance Group, Inc. Rick Morgan, Chair ACT Social Web Work Group Jeff Yates, ACT Executive Director

for the Insurance Professional

Page 3: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

Jeff Yates Executive Director Agents Council for Technology, IIABA [email protected] linkedin.com/jeffyatesACT

Page 4: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

Housekeeping Items Enter questions in the written Question &

Answer Box A recorded webinar will be made available

at the “Websites & Social Media” Quick Link at www.iiaba.net/act

You will get follow up email with presenters’ email addresses

facebook.com/independentagent

Page 5: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

Rick Morgan

Linkedin.com/in/rickjmiv Twitter.com/rickjmiv rickmorganconsulting.com/blog [email protected]

Page 6: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

Cindy Donaldson Director of Marketing & Personal Lines Sales Founders Insurance Group, Inc. Linkedin.com/in/CindyDonaldson Facebook.com/FoundersInsuranceGroup Twitter.com/FoundersGroup Blog: www.foundersgrp.wordpress.com Web: www.foundersgrp.com EM: [email protected]

Page 7: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

Why Linkedin?

Page 8: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

Why Linkedin?

Over 100 million users – 44 million in US Demographic – age: 25-45, 60% male Most users working for companies with over 1000

employees – highest proportion are active in high tech, finance & manufacturing

Linkedin used by 69 of the Fortune 100 companies

Page 9: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

Quick overview Online version of your resume – but

more Connect B2B and B2C with decision

makers and centers of influence Showcase your strengths not just

your job title Find job opportunities and top

ranked employees Establish yourself as an expert in

your field – trusted advisor Conduct market research Connect with peers and watch your

competition

Page 10: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

Creating a profile that sells

Profile Ensure it is current Don’t make it a carbon

copy of your resume List your

accomplishments not just your job title

Picture – professional a must

Info here is searchable Clean up your digital

dirt Link to blogs –

professional ONLY

Page 11: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

Profile Success – it’s in the details!

Page 12: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

Your Network – how to maximize its power!

Creating a powerful 1st Level Get started: Import from Outlook & web based email Determine WHO you want or need to connect with

Search by keywords, names, companies, schools and connect with people you know

Search the connections of your connections

Page 13: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

Endorsements – Ask for them! Endorsements=Letters of

Recommendation Ask key people who

you know will give you a glowing reference

Return the favor – give endorsements

Monitor them – if you no longer want to be associated with the endorser remove from your profile

Page 14: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

Groups – connect!

Connect with Groups that apply to your ultimate goal

Interact with group members & link to them

Peruse group members contacts & grow your network

Create a group of your own

Page 15: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

Your Company – Add it! Brand your

Agency Recruit key

employees Highlight

your salesforce

Page 16: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

Become an Expert in your

field

Answer and Ask in the Answers Section Search key

topics Ask poignant

questions Answer

questions only if you are SURE of the answer

The more you answer the more you will be noted

Page 17: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

LinkedIn Ads

Hiring & Selling tool You choose the budget, timeframe &

demographic Cost per Click (CPC) or Cost per 1000

Impressions (CPM)

Page 18: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

Follow Up Items A recorded webinar will be made available

at the “Websites & Social Media” Quick Link at www.iiaba.net/act

You will get follow up email with presenters’ email addresses

facebook.com/independentagent

Page 19: for the Insurance Professional - Independent Agent...Jeff Yates, ACT Executive Director The webinar will start shortly! for the Insurance Professional ACT Webinar Presented By: Cindy

Recorded ACT Social Web WG Webinars & Tools “LinkedIn for the Insurance Professional” "Introduction to the Social Web - A New Way to Connect" "Agency E&O Considerations when Social Networking“ “Successful Agency Techniques to Build, Integrate and

Manage your Blog, Facebook, Twitter and YouTube” ACT Resource: “Creating a Social Web Policy for Your

Independent Agency”

www.iiaba.net/act at “Websites & Social Media” Quick Link