Archive for the ‘Insurance’ Category


I recorded this video last year. Subsequently, I worked on a side project helping a WebWisedom client test these concepts. The project was highly successful on a number of levels. So I thought I’d finally share the video.


I was wrong.

A few months back I commented on the concept of Social Tech as essentially “Digitizing the Soul of the Enterprise”. The point was that the enterprise can now use storytelling through blogs, videos, memes, infographics, podcasts, and various forms of social media, to tell the world what they are all about.  Read the rest of this entry »



Let me start by saying, I don’t have all the answers. But I’ve observed a few things that perhaps might be considered a state-of-the-business in some way. And yes, there are many exceptions to all these items.

Starting out 2014, after 4 years of talking about Social Tech to insurance executives, I’m concerned that too many insurance companies and agencies, and the business partners and associations that serve them, are missing a critical sea change in business. Read the rest of this entry »


Before I get to the question:

I came home from a trip last Sunday. My wife had lovingly bought me a DVD while I was gone. As I decompressed and watched it on Sunday, I began to realize why she was so excited for me to see it. I recorded what I considered to be the essential point as it relates to new technologies and ways of doing business in insurance sales and marketing. See what you think…

Click here to see the Video Clip

For those of you who’s company still blocks Facebook, here’s the text:

“I know you’ve taken it in the teeth out there, but the first guy through the wall, he always gets bloody. Always. It’s a threat not just a way of doing business, but in their minds it’s threatening the game. But really what it’s threatening is their livelihoods. It’s threatening their jobs. It’s threatening the way that they do things. And every time that happens, whether it’s the government or a way of doing business or whatever it is, the people who are holding the reins, that have their hands on the switch, they go bat-shit crazy. I mean, anybody who’s not tearing their team down right now, and rebuilding it using your model – they’re dinosaurs!”

-John Henry, Moneyball, speaking to Billy Beane (Brad Pitt)

Common Insurance Company Silo's wrt Social Tech

Common Insurance Company Silos
… with respect to Social Tech

Spot-on regarding Social Tech and its impact on insurance companies and agencies.


A question for the crowd: As we move into the “Experience Era” (as I heard one insurance executive aptly put it recently), here’s a question that was posed to me regarding Social. Note that this question came from an insurance company on the other side of the world. But it’s a question many people would like to discuss and hear actual data-points on.

“Best in class organizational setup. Where should social media be located in the organization (Marketing, Online Service, Corporate Communication, own department). What are the typical function to be in place to run it and what are the key skills and competencies the staff need to bring in to fill such roles?”

Please Comment, perhaps based on your own experience, perhaps based on conversations with industry peers. The more specific the better. What have you seen work well? Fail? Thanks in advance.

Archives to 2005