Archive for September, 2012


At dinner last night, I had the pleasant opportunity to dine with James Obregon and his wife Alessandra. James runs a niche insurance agency, Trinity Risk, that specializes in protecting independent truckers with various types of insurance products. As we spoke about the event sponsor, Fairmont Specialty, that brought us together, James gave them kudo’s for their wisdom in orchestrating the event. He said, “I appreciate rounds of golf and rides on boats – I really do. But this is the gift that keeps on giving. I hope to walk away from here with knowledge that I can immediately apply to my business and ultimately write more business.”

Fairmont Specialty Boot Camp

Fairmont Specialty Boot Camp

I couldn’t agree more with James! The perplexing thing about this is that I’ve literally been talking to insurance companies about doing something like this for almost three years now. A private Social Tech Boot Camp for Insurance Executives, sponsored by the insurance company, exclusively for their top distribution partners. Congrats to the team at Fairmont Specialty, led by Gary McGeddy, encouraged by Lauren Woods, and endorsed by the managing underwriters. They caught the vision.

So the purpose of this post is to demonstrate the effectiveness and reach of a Blog. I am crafting this content from 6:30-7:30am this morning and will publish this afternoon, Live, in the Boot Camp.

Here’s what you, the reader, can do. If you were at the Fairmont Boot Camp (or other previous ones), what are your Comments about the Boot Camp? What was your favorite part? Would you recommend the concept of a private Boot Camp to other insurance companies? Would you encourage other agencies to attend? Why?

And then share the post across your network. Post it to your Linkedin status update, your Linkedin company page, your favorite Linkedin Groups, all the while asking for readers to Like, Comment, and Share. Same thing with Facebook and Twitter. Let’s just see how far it goes, with that little amount of effort, and people’s good will.

To wrap it up, in a week or two, I’ll share various stats from the effort. In the meantime, I’ll moderate the Comments. Oh and by the way, the Comments don’t necessarily have to be good. Like any conference evaluation, there’s always room for improvement. That’s a great takeaway for me! So thanks for being candid.


Last week, following the Boston Social Tech Boot Camp for Insurance Executives, I invested the time to stay in Boston and participate in one of the most amazing and well-run conferences I have EVER been a part of – HubSpot Inbound12!!! Man am I glad I went and dug in, even though I only knew two people going in. Check it out: I gathered 46GIG worth of content – pictures, video clips, and most importantly, audio clips from other participants about their favorite parts of InBound12. (Yup, I will do a video next week. Meantime, see raw pictures and video clips here, especially the @GaryVee video.)

I’ll be Blogging about HubSpot Inbound12 in Boston on and off for the next several months as it was packed with useful marketing strategies and data-points that really need to be heard across the insurance landscape. Suffice to say that #Inbound12 was trending on Twitter US through-out the conference. What that means is that literally millions of Americans saw tweets mentioning #Inbound12, and certainly additional millions all over the world saw it.

On a personal/professional level, you can see my stats from the 3-day conference in the below graphic. This bump was generated by over 200 of my own tweets. There’s a fascinating blog post all around that…

HootSuite Report Inbound12

My HootSuite Report, Inbound12

Back to the subject at hand, among many fantastic people I met at Inbound12, I ran into Kipp Bodnar. Kipp is a HubSpot SocialTech Strategist. Kipp spoke earlier this year at the PIMA Annual Meeting (see pictures). PIMA is an Association of insurance marketing professionals whose focus is on selling insurance through associations like Alumni groups, trade associations, etc. I’m involved in PIMA as a member and former Board Member.

As I spoke with Kipp about what I had seen and heard over the last two days at Inbound12, and connecting the dots to his preso at PIMA, I had a sudden flash that I should capture the convo and share as a podcast. Kipp graciously agreed.

6 minutes that should give you at least ONE SOLID action item – or 5 or 6 if you listen closely.

Please Comment. Please Tweet. What did you hear?

7 things I heard:

  1. PIMA folks are really great at marketing and data-centric marketing.
  2. Shift from direct mail to ______(what)?
  3. What makes your business economics a lot stronger?
  4. Interesting points about Video…
  5. Best performing types of content. What’s #1?
  6. Customer-centric Content, Mapping to Buying Cycles – brilliant.
  7. Visual Content – quick, simple, but will get a lot of reach spread

Follow Kipp on Twitter; Connect on Linkedin

Please Leave a Comment. Drop in your back link. It will be good for both of us.

Thanks, Kipp! Appreciate the open sharing and free insights.

PS. Speaking of video, check out the video of Santa Fe I made!!

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