Insurance, Compliance, Social, & Multi-Channel Marketing – “It’s a lot to bite off all at once.” -What About Bob!

Wanted to give a quick shout-out about a Webinar I was asked to help with.

Background: Distribion, a new member of the association I’m involved in, PIMA, caught my attention at the last conference. So I decided to check out their system in an effort to better understand their value prop , especially in the context of PIMA members. After a quick, high-level demo, I could see that the tech definitely has great utility for organizations that are leveraging multi-channel marketing. Of course my expertise is about e-Commerce, Web sites, Web marketing, and Social Technologies. So it was interesting to see how Direct Mail, Call Center Marketing, and other channels can be integrated into a common dashboard.

In talking about the insurance industry, they asked me what I felt were some of the biggest challenges in the insurance space relative to Social Media Marketing. Short answer… legal and compliance issues have kept many insurance marketing organizations on the Social Tech sidelines. I shared a recent project I’m working on where I’m helping an insurance company with a pilot marketing project. I’m orchestrating a process with the carrier, a couple of their agencies, and compliance folks. Interesting.

Of course that started with a research project sponsored by the company’s marketing department where I was tasked with an assessment of the Social Media Marketing and Compliance landscape. That ended up being very helpful in bringing the legal and compliance folks up to speed on Social Technologies, breaking down some functional myths about Social, illustrating what other carriers are doing with Social, researching and describing current guidelines by the NAIC, etc.

At the time, Distribion folks reached back to me and suggested perhaps we do a joint White Paper, perhaps a joint Webinar, that brings together these Social Media Marketing and Compliance concepts together with Marketing Technology concepts. So fast forward several months and here we are.

Next week we’ll be jumping on a call to discuss these subjects. Edgar Rodriguez, Sales Exec with Distribion will be facilitating a session with myself and Deb McAlister-Holland. Deb recently joined Distribion to lead their marketing efforts – very interesting background that brings a rich perspective I’ve appreciated getting to know in preparation for this Webinar. Check out here new ecosystem at

Here’s what the Agenda looks like:

  • How Google Changed Marketing Forever
  • The Empowered Customer & the Echo Chamber
  • 21st Century Marketing in a Regulated Environment
  • Social Media Guidelines & Compliance
  • Empowering Producers & Local Marketing
  • 7 Things Marketers MUST Know About Online Marketing

Again, “It’s a lot to bite off” in 60 minutes. But it seems like it should be a worthwhile effort. The ensuing White Paper should be good as well. If you have anything you really want to know, feel free to use the Comment below, Linkindin, Twitter, email, call me, etc. Happy to help in any way…

Btw, not sure how many of the attendees will be on Twitter during and after the event, but I’d like to suggest the Twitter hashtag: #MCRE for Marketing & Compliance in a Regulated Environment. In fact, I’ll make a note to stay on Twitter for a half-hour after the Webinar to kick around thoughts and ideas. Ala HubSpot, we’ll call it the “Twitter After-party!” I love it.


Register here

Linkedin Event (Click “Attending” for an easy way to Share with your Linkedin network)

Perhaps Share this post as well. The more insurance folks that assimilate some of these concepts, the better. Definitely encourage you to send it to legal and compliance folks.