Schedule

Weds., Oct. 10, 2018

10 a.m.-12 p.m.

Insuretech Threat: Social Media’s Role in Client Communication

Instructor(s): John Fear, CPIA, CISR

Insurance technology companies are directly threatening the independent insurance agency landscape when it comes to client communication. The ability to engage with both prospective and current P&C clients with product changes and comparisons needs to be addressed by today’s agents with frequent and relevant client interaction. This course will examine the most commonly used forms of online communication and what processes and procedures should be ethically developed and integrated into your agency’s daily culture – ensuring your SEO doesn’t become an acronym for “serious errors and omissions.”

CTCE:

2 PC credits

1 p.m.-3 p.m.

The Business of Inn-surance

Instructor(s): John Fear, CPIA, CISR

Regardless of the business you’re running, there are specific principles that are foundational to its success. Given the hyper-socialized marketplace vying for the attention of your current or potential clients, at a minimum your business needs to focus on the principles of marketplace differentiation, business operations and client experience. By examining each of these components for their individual contributions as well as understanding their interconnectedness, agencies will be able to develop systematic processes and procedures that will be foundational to the success of their business. Whether you’re operating a rural, family owned Inn or an urban, multi-million-dollar revenue agency, the principles of brand articulation, operational efficiency and exceptional customer experience are essential to long-term success.

CTCE:

2 PC credits