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