InBuzz Insurance Marketing Blog

Jeanie Giesler

Jeanie Giesler

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Planning for your Insurance Agency's Digital Efforts

Mergers & Acquisitions, Business model changes, Technology advancements we are in a period of disruption!

Majesco created a Disruption Model chart that if you follow history you’ll start to see the pattern. In 2008 we entered a market shift that moved us into “The Digital Age."  

We are experiencing first hand in our businesses and industry what starts to change with the integration and use of data into multi areas of our lives and businesses. Creating connected multi-purpose products & devices, digital and data driven platforms.   So how does any of this help you in your business planning? 

The word “planning” often lands with the same thud as “let’s have a meeting.” But the purpose of an annual marketing plan isn’t to chart out each and every detail of every step you and your team will take for the next year. The plan’s purpose is to set on the right course to achieve the results needed to make your business goals a reality.

With this in mind, let's take today to look at everything you need to use your digital business plan to make your goals a reality. So let's set the foundation of your planning framework so that you get on and stay on course to achieve your business goals. 

Why Insurance Agents Should Pay Close Attention to the GDPR Compliance Regulations

Don’t bury your head in the sand on GDPR!

When you hear of the European Union new regulation, the General Data Protection Regulation (GDPR).   The changes regarding Data security, Data Collection, and Documentation Plans we should pay attention. 

Does your business control or processes data of EU citizens regardless of your location? What about your clients?

You may think …well this doesn’t affect us, but that kind of response brings to mind the person figuratively burying their head in the sand, ignoring obvious facts or refusing to accept advice, hoping that simply denying the existence of a problem will make it go away. This new regulation affects us in more ways then we think. 

In the EU this is mandatory regulation, for all the rest of us, this is an excellent time to review our plans, adjust and verify contacts in your customer and prospect lists. Because while it may not affect us directly, there will be a potentially huge ripple effect within our industry.

This article will cover what the GDPR is, why it matters to non EU businesses, and how to move towards compliance. Keep in mind however, that you should work with your data privacy expert, advisor or lawyer if you’d like advice on your interpretation of this information or its accuracy.

Invisibility is a Fate Far Worse Than Failure, So What’s Your Plan?

In a world where 80% of consumers Google a product or service before purchasing it, invisibility is a fate much worse than failure. People need to be able to 1) know your agency is there and 2) need to see what you are about before they decide to buy. What’s your plan to make this happen?

This article is going to help you strategically plan for the future of your insurance agency and build the culture that will support and propel the strategic position you've set in motion.

Going Digital: Where's the Buy-in and Results!?

You invested in all these programs and not the results you planned for, how’s it possible you’re not growing? 

You did everything right; you invested, eliminated unused and antiquated materials, implemented a new management system and CRM, trained employees and still…. Nah dah!

The opportunities are still being missed, workflows and processes not followed. How did it get off target?

You feel like you did it all and what did they do? It’s just not just them; it’s you too!

Establishing a Coporate  Internet Usage Policy

The internet has become a necessity in all of our daily work lives. Technology has made workers more efficient in what they do and has made communications much easier.

While many benefits have come with the internet, it has also brought along many potential issues. Decrease in employee productivity, higher technology costs, cyber breaches, system viruses and even lawsuits.

As your business does more online, establishing a corporate internet usage policy will help you to eliminate potential risks and save your company from costly occurrences.


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