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Technology, You may love it or hate it, but no one can operate a successful insurance agency without using technology effectively. This presentation explores new technologies that help insurance agents be more effective managers to grow their organizations. A few of the new technologies we will explore include document management, voice recognition software, Internet websites, productivity tools, just to name a few. All of these tools will help insurance agents prosper in a competitive world.
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Cool Tools, Gadgets & Gizmos
Cool Tools, Gadgets & Gizmos
Steve AndersonSteve Anderson
Technology TrendTechnology Trend
● Communicate
● Collaborate
● Connect
● Communicate
● Collaborate
● Connect
We are now at the dawn of a profound technology-driven transformation that will make the changes we have experienced over the past 25 years seem small and slow.
We are about to transform how we sell, market, communicate, collaborate, innovate, watch TV, learn and, as you might guess, much more.
Daniel Burrus -- January 2009
Everything is being transformedEverything is being transformed
● How agencies market
● How they sell
● How they communicate
● How they collaborate
● How agencies market
● How they sell
● How they communicate
● How they collaborate
● Why?– WUSIWYG – What you see is what you get
– No technical expertise
– Security
– SEO friendly
● What– CMS – Content Management System
– Immediate updates & changes
– Themes
– Plug-ins
– SEO friendly
● Why?– WUSIWYG – What you see is what you get
– No technical expertise
– Security
– SEO friendly
● What– CMS – Content Management System
– Immediate updates & changes
– Themes
– Plug-ins
– SEO friendly
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WordPress: Creating Web SitesWordPress: Creating Web Sites
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WordPressWordPress
WordPress.comWordPress.com
● 9,200,000
● Limited Themes
● No Plugins
● Free
● No maintenance
● No control
● Not for branding
● 9,200,000
● Limited Themes
● No Plugins
● Free
● No maintenance
● No control
● Not for branding
WordPress.orgWordPress.org
● 9,700,000
● Full theme support
● All plugins allowed
● Monthly expense
● Site maintenance
● Full control
● Own your own brand
● 9,700,000
● Full theme support
● All plugins allowed
● Monthly expense
● Site maintenance
● Full control
● Own your own brand
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WordPress Site ExamplesWordPress Site Examples
● SteveAnderson.com
● ClientInformationSecurity.com
● AgencyUserReviews.com
● AtlantaInsuranceLive.com
● SteveAnderson.com
● ClientInformationSecurity.com
● AgencyUserReviews.com
● AtlantaInsuranceLive.com
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SteveAnderson.comSteveAnderson.com
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ClientInformationSecurity.comClientInformationSecurity.com
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AgencyUserReviews.comAgencyUserReviews.com
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User Generated ReviewsUser Generated Reviews
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AtlantaInsuranceLive.comAtlantaInsuranceLive.com
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WordPress – Steps to StartWordPress – Steps to Start
● Find a Host
● Download
● Install
● Design
● Start posting
● Find a Host
● Download
● Install
● Design
● Start posting
Voice RecognitionVoice Recognition
Dragon Naturally Speaking v9 Preferred
Nuance.com
Using video on your web siteUsing video on your web site
● Personalize the site
● Create connection
● Provide information
● It’s easier than you think
● Ideas– Client testimonials
– Web site introduction
– Key benefits
● Personalize the site
● Create connection
● Provide information
● It’s easier than you think
● Ideas– Client testimonials
– Web site introduction
– Key benefits
Create Custom TrainingCreate Custom Training
● New Employee Orientation
● New Employee Training
● Custom Software Training
● Visual Procedure Guide
● Client Coverage Explanations
● New Employee Orientation
● New Employee Training
● Custom Software Training
● Visual Procedure Guide
● Client Coverage Explanations
Flip VideoFlip Video
Video Creation ToolsVideo Creation Tools
● Screen Shots– Snagit (TechSmith.com) Example
● Web Recording– Camtasia (TechSmith.com)
– Captivate (Adobe.com)
● Live Video– Microsoft MovieMaker (Microsoft.com)
– Visual Communicator v3 (Adobe.com)
● Screen Shots– Snagit (TechSmith.com) Example
● Web Recording– Camtasia (TechSmith.com)
– Captivate (Adobe.com)
● Live Video– Microsoft MovieMaker (Microsoft.com)
– Visual Communicator v3 (Adobe.com)
EyeJotEyeJot
www.eyejot.com
EvernoteEvernote● Capture information
– From web site
– From email
– From anyplace
● Multiple platforms– Desktop application
– Website access
– Mobile device
● Find information easily– Indexed
– Easy search
– Search from any device
● Capture information– From web site
– From email
– From anyplace
● Multiple platforms– Desktop application
– Website access
– Mobile device
● Find information easily– Indexed
– Easy search
– Search from any device
EvernoteEvernote
Chrome BrowserChrome Browser
Google VoiceGoogle Voice
E-mail NoticeE-mail Notice
Google AlertsGoogle Alerts
Google Local BusinessGoogle Local Business
Google DocsGoogle Docs
● Word processing
● Spreadsheet
● Presentation
● Word processing
● Spreadsheet
● Presentation
Google DocsGoogle Docs
● Get started with templates
● Online document creation
● Sharing without managing attachments
● Revision history
● Search tools
● Security and privacy
● Mobile access
● Get started with templates
● Online document creation
● Sharing without managing attachments
● Revision history
● Search tools
● Security and privacy
● Mobile access
Google 411 - 800-GOOG-411(800-466-4411)Google 411 - 800-GOOG-411(800-466-4411)
Google MapsGoogle Maps● Maps.Google.com
● Google Mobile Maps– Locate Me
● Maps.Google.com
● Google Mobile Maps– Locate Me
The World of Wiki’sThe World of Wiki’s● Collaboration software
● Trust vs Control
● Ideas for using– Intranet
– Business Plan Tracking
– New Business & Renewal Management
– Client Service management
– Procedure Manuals
– Checklists
– To-do Lists
– Carrier Information
– Reference Information
● Collaboration software
● Trust vs Control
● Ideas for using– Intranet
– Business Plan Tracking
– New Business & Renewal Management
– Client Service management
– Procedure Manuals
– Checklists
– To-do Lists
– Carrier Information
– Reference Information
Wiki SoftwareWiki Software
● MediaWiki.org
● MoinMoin.in
● Google Sites (formally JotSpot)
● PBWiki.com
● TiddlyWiki.com
● MediaWiki.org
● MoinMoin.in
● Google Sites (formally JotSpot)
● PBWiki.com
● TiddlyWiki.com
Multiple MonitorsMultiple Monitors● Increased Productivity for any agency
● Essential for document management
● Increase productivity generally
● Easy ROI
● Increased Productivity for any agency
● Essential for document management
● Increase productivity generally
● Easy ROI
"...our research shows that productivity gains for standard tasks, window management, office, switching between documents, you can get productivity gains with multi-monitor anywhere from 20 to 50 percent...“
Bill Gates
Monitor StandsMonitor Stands
Laptop Solution Laptop Solution
Eye-Fi Photo & Video uploadsEye-Fi Photo & Video uploads
Make your camera wireless
ProvideSupport.comProvideSupport.com
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eGrabber LeadResearchereGrabber LeadResearcher● Find missing information
● $250 annual
● Pro version allows lists
● Find missing information
● $250 annual
● Pro version allows lists
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Gist.comGist.com● Find information about people
● Can attach to Outlook
● Find information about people
● Can attach to Outlook
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Tungle.comTungle.com● Manage meeting requests
● Integrates with Outlook
● Multiple people
● Manage meeting requests
● Integrates with Outlook
● Multiple people
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PDF ReadersPDF Readers
● PDFill.com
● Nuance.com – PDF Creater Pro
● PDFill.com
● Nuance.com – PDF Creater Pro
Using video on your web siteUsing video on your web site
● Personalize the site
● Create connection
● Provide information
● It’s easier than you think
● Ideas– Client testimonials
– Web site introduction
– Key benefits
● Personalize the site
● Create connection
● Provide information
● It’s easier than you think
● Ideas– Client testimonials
– Web site introduction
– Key benefits
Create Custom TrainingCreate Custom Training
● New Employee Orientation
● New Employee Training
● Custom Software Training
● Visual Procedure Guide
● Client Coverage Explanations
● New Employee Orientation
● New Employee Training
● Custom Software Training
● Visual Procedure Guide
● Client Coverage Explanations
Flip VideoFlip Video
Video Creation ToolsVideo Creation Tools
● Screen Shots– Snagit (TechSmith.com) Example
● Web Recording– Camtasia (TechSmith.com)
– Captivate (Adobe.com)
● Live Video– Microsoft MovieMaker (Microsoft.com)
– Visual Communicator v3 (Adobe.com)
● Screen Shots– Snagit (TechSmith.com) Example
● Web Recording– Camtasia (TechSmith.com)
– Captivate (Adobe.com)
● Live Video– Microsoft MovieMaker (Microsoft.com)
– Visual Communicator v3 (Adobe.com)
Deliver large filesDeliver large files
● SendThisFile.com
● YouSendIt.com
● SendThisFile.com
● YouSendIt.com
NetworkingNetworking● InsuranceCampus.org● InsuranceCampus.org
Firefox PrismFirefox Prism
Pigdom.comPigdom.com
LivescribeLivescribe
www.livescribe.com
● Digital Books
● Readability
● WhisperNet
● Keyboard
● DocumentDownload
● $350 or $489
● Digital Books
● Readability
● WhisperNet
● Keyboard
● DocumentDownload
● $350 or $489
Amazon Kindle 2 or DXAmazon Kindle 2 or DX
Online PostageOnline Postage
iPhone (Apple)iPhone (Apple)
Photographic Text ConversionPhotographic Text Conversion
● OmniPage Pro v16 (www.nuance.com)
● ScanR.com
● OmniPage Pro v16 (www.nuance.com)
● ScanR.com
Producer ProductivityProducer Productivity
www.copytalk.com
www.jott.com
InstantEstimator.comInstantEstimator.com
● Helping clients answer “Should I file a claim?”● Helping clients answer “Should I file a claim?”
www.ActiveWords.com
ActiveWordsActiveWords● Tool to reduce number of keystrokes● Tool to reduce number of keystrokes
Password ProblemsPassword Problems
Web Login ManagementWeb Login Management
www.roboform.com
Pass2Go USB Key
Turn handwriting into a fontTurn handwriting into a font
● Personal handwriting font - $150
● Personal printing font - $70
● Personal signature font - $30
● Custom logo font – quote
● Personal handwriting font - $150
● Personal printing font - $70
● Personal signature font - $30
● Custom logo font – quote
vLetter.com
Sign up at:
www.SteveAnderson.com
Subscribe to Steve Anderson’s TechTips and receive one short, to the point tip per week on little known websites, software and hardware tools, and any other resources that will help agencies increase revenue or reduce expenses.
Steve Anderson The Anderson Network, Inc. PO Box 1546Franklin, TN 37065(615) [email protected]
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