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DIGITAL WOW NOWIN IOWA!

AGENDA

Me & My Agency Socialnomics Consumerization Window What / How I do social media Results I obtained on my own ProjectCAP Three case study’s with ProjectCAP Social Sooner

Jason D. Cass, CIC•34 years old•Married with two sons, age 13 & 7•Owner / producer•10 years in the business•Chairman of National YAC for the Big I•Original CAP Task Force member•ACT liaison to the National YAC•IIA of IL YAC member

ME

MY AGENCY

JDC Insurance Group LLP est. 1.1.2010• 80% Commercial• 15% Personal• 5% Life

Completely mobile agency Desk Laptop / Extra monitor All in one printer No fax, phone, or filing cabinets

98.9% paperless

Niche agency:• Railroad contractors, warehouses, manufacturing• Social services• Specialty auto

HOW BIG IS THIS?

Socialnomics

http://www.youtube.com/watch?v=0eUeL3n7fDs&feature=related

Is an term used to describe emergence of info. technology:

•First in the consumer market •Then spread into business

•In years past, many technology-based products have had their beginnings in the defense & business markets:

•Facsimile machines•Calculators •Mobile phone•Personal computers

CONSUMERIZATION

First, products that were designed for individual consumers, are now appealing in the workplace and demand of these products are increasing in the workplace

CONSUMERIZATION

Second, “No one cares how much you know, until they know how much you care”…

Getting your employees to share & use productive and enhancing consumer technology at and away from work will be a wise strategy.

Creates a window that shows transparency, builds trust, and your brand.

CONSUMERIZATION

Like & Interest impressions•Get your message out to the exact person•Direct them to what you want them to see•Niche and target marketing at it’s best

Generic branding impressions•Happy Birthday•Thank you•Holiday ads•Specials or current events

SOME THINGS I DO

OTHER SOCIAL SITES Twitter is a media outlet I use to:• Stay connected with others instantly• Broadcast to a large select audience• Learn from companies

YouTube is the future and I use to:• Broadcast myself on the jdcins channel• Use video to market through email and website• Content that is real

LinkedIn I use to:• Prospecting• Discussions

Facebook allows you to link with other social sites• Twitter• LinkedIn• YouTube

*Now Pinterest is the next thing to help you!

PROJECTCAP

ProjectCap Join the Cause

http://youtu.be/YMhCxjZ3fxU

http://youtu.be/YMhCxjZ3fxU

CASE STUDY’S

Started Social Media 4.11.2010 Built a social presence Started working with CAP 6.24.2011

Facebook iPad2 Referral Contest Refer friend, family, co-worker, or yourself Present a quote Didn’t have to buy, just allow me to present a quote

proposal Entered into a contest to win an iPad2 (Can use Make-A-

Wish or other non-financial incentives depending on state regulations)

• The referrer and the referee

Contest Period Nov 14 – Dec 31 Drawing January 1st at 12:01am by Video Upload to All

Social Sites

CASE STUDY #1

CONFIDENTIAL & PROPRIETARY. Exclusively for use and distribution by Consumer Agent Portal, LLC. All rights reserved.

Generated 19 Referrals in 6 Weeks! Didn’t fit agency philosophy of agency 5

• Auto/Home• Low limits, etc.

Prospects given a proposal 14 NB clients from those proposals 11

(78% CR)

Prior Insurance of 11 NB Clients• State Farm 4• Independent Companies 3• Allstate 2• Country companies 2

MY RESULTS


Prior Limits of 11 NB Clients • 50/100/50 or 100 4

Moved 2 of those to 100/300 Moved 2 of those to 250/500

• 1 took UMB

• 100/300/50 or 100 5 Moved 2 of those to 250/500

• 1 took UMB

• 250/500/ 250 Both had UMB 2 Moved one to 500/500 because of underlying limits

due to UMB

MY RESULTS


Auto/Home Packages All EFT 10 of 11 Total Policies Written 38 (3.4/Client)

Auto - 11• Home - 11• UMB- 5• Dwelling fire-4• Motorcycle - 3• Boat- 4

Total Written Premium $28,000 Total Annual Commission $4,200 Total Expense $1,650 (cost inc. CAP,

Adv., iPad2) Total Profit $2,550 Return on Investment 154% First Year

MY RESULTS


As of 4.11.10 - 4.11.11 (12 months) 420 fans Wrote approx $35,000 in A/H premium

• Goal was $20,000• Almost wrote my second year goal ($50,000) my first year• Earned about $6,500 in commission (not including life)

MEASURE


From 6.24.2011 – 4.11.2012 (10 months)•More than 4,000 fans •Written approx $70,000 in A/H premium ($35,000 by myself)•Earned about $11,000 in commission ($6,500)As of 4.11.10 – 4.11.12 ( 24 months )• More than 6,0000 fans (13x increase since 6.24.11 Project CAP )• Written approx $110,000 in A/H premium (3x increase since CAP)• Original goal was 50,000• Earn about $16,500 in commission (not including life)

CASE STUDY #2

• ProjectCAP social media program for JDC Insurance Group

• Contest conducted April 13th – April 31st

• Contest Results• 28 reviews Facebook & LinkedIn• 11 referrals• 3 quotes• 9 clients (62% CR)• 26 fans gained from friends


• Ryan Hanley, Independent Agent, Blogger• Blogger of digital media• The Murray Group Insurance Services, Inc., Albany, NY

• Contest conducted April 23th – May 7th

• New Business Results – As of 5.7.2012• 58 reviews FB & LinkedIn• 28 referrals• 19 quote opportunities• Generated a total of 47 inbound actions

CASE STUDY #3


Similar to an Oklahoma sooner Get on your digital horse and claim your virtual Land

First to claim your land is the trailblazer and ruler Late to the game has to borrow or buy land

Personal lines market share Cannons all in the same direction 34 % Commission per county

Commercial lines Market share We dominate this market

SOCIAL SOONER


CONTACT INFO

Jason Cass 618.532.2277 [email protected] www.jdcins.com Facebook

www.facebook.com/jdcinsurance Twitter @jdcins LinkedIn

www.linkedin.com/in/jdcins Youtube

www.youtube.com/jdcins

http://www.jdcins.com/

http://www.facebook.com/jdcinsurance

http://www.linkedin.com/in/jdcins

http://www.youtube.com/jdcins

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