Archive for the ‘PIMA’ Category


Twelve months in the making, the new Professional Insurance Marketers Association Affinity 2020 Report came out last week.

Impressive. Thanks to all the volunteers, esp. Chris Burke and Dave Armstrong.

Hope to do a video on it shortly. Pretty compelling data around the urgency of transitioning to digital. Read the rest of this entry »


Kudo’s to The Hartford
The only Ad with links
to Social Properties.

It was funny that a few people came up to me and said something like, “Mike, good to see you back here! Boy how long has it been? A couple years?!?!” Actually, I only missed one meeting last summer in Bermuda!! But I signed up so late that I wasn’t event on the late-registration list! Truthfully, I almost didn’t go – purely out of frustration. However, as it turned out, I was pleasantly surprised to find many of the companies within the association going hard after Social Tech. IMHO, that bodes well for the industry. So I humbly say thanks to several people that encouraged me to go, especially Ed, Steve, James, John, Fred, Mike and a few others. Read the rest of this entry »


Using the word “intense” brings me back to High School in the late ’70′s, but it fits. Here’s a trip through time… Read the rest of this entry »


Is Social Tech going mainstream in insurance in 2013? It feels like it to me.

10 Observations in 2.5 Weeks

  1. At ICMG, a large, international, health insurance company asked me to lead a Social Tech Boot Camp for their Marketing Executives in Abu Dhabi in March [pictures].
  2. Someone else that attended one of my sessions last year asked me to come speak to their team about Social Tech “as soon as possible”so I’m going down to Miami on a Saturday in March.

    WebWisedom Blog Stats, Feb13

  3. Another asked me to come speak on Social Tech at their Fraternals Annual Meeting back in Miami in April.
  4. Several folks asked about Social Tech Boot Camp individual seats. And several others started dialogs about private and sponsored Social Tech Boot Camps. (One even said she wanted to come on her own dime using a vacation day because, “my boss doesn’t get it but I won’t be left behind because of him.”)
  5. Meanwhile, work continues on a Web site re-launch for a savvy insurance broker using the “measure twice, cut once” Constituent Based Design approach I speak about in the Social Tech Boot Camps.
  6. PIMA followed at the Hotel Del in San Diego – including, shock of all shocks, several attendees actually using the #PIMAAssn hashtag. With a record attendance, the buzz was quite incredible compared to meetings of the past [pictures].
  7. Several of the new members are savvy about the importance of technology in insurance marketing.
  8. A bunch of the veterans are starting to migrate to these new methods for sales and marketing.  Case in point: Sam Fleet, President elect, shared that he got a significantly large piece of business within hours of posting a guest blog on an industry site. Sam tweets himself as well, in case you wondered – @SamFleetSays.
  9. Several want to come to Social Tech Boot Camps. A few also asked about private sessions for their teams.
  10. And virtually every single speaker referenced Social Tech in some way, some actually saying it was critically important.

So maybe 2013 really IS the year that Social Tech goes mainstream in insurance.

Finally, I spent 2 full days with my mentor, Scott Klososky, in OKC – in a snow storm! Scott has a series of new courses that I’m adapting to the insurance marketplace.

Scott Klososky, Future Point of View

Scott Klososky, Future Point of View
on Technology and Leadership

The new stuff:

  1. Technology in Leadership
  2. High-beam Leadership
  3. Digital Plumbing
  4. Business Intelligence / Big Data
  5. Adaptive Culture
  6. White Collar Lean
  7. Digital Marketing with Social Tech

This Technology Infused Leader series will begin in July/August and run every other month for about a year. Whoever takes it, and implements the concepts, will have a dominating 2-year lead on their nearest competitors – a gap that will be VERY hard to close.

Oh! I almost forgot about Jive Software in the middle of all this. Now this is REALLY REALLY cool: Internal Social Networks, already in use in several savvy insurance companies. Jive could be THE solution in insurance. By that I mean it could be the ignition switchAl Caravelli, Ken Hittel, Brian Connelly Mike Wise that will educate insurance peeps on Social within the gated community of their enterprise, AND solve systemic problems in a big way – at the same time. I’m excited about Jive. Cool cats, too.

All this to say… Social Tech is gaining serious momentum. Really, technology-driven business, Social Business is taking off like wildfire – for those that are paying attention and not continuing to snicker it away. As Scott said in typical mid-western understatement, ”Those who learn technology well will prosper. Those who do not will struggle – regardless of industry.” I’ll go further than that – It’s survival of the fittest.

What do YOU think? Will historians of the future identify 2000-2020 as a unique time of tremendous change on the scale of the Industrial Revolution, the computer age, and the Internet? Why or Why not? Thanks. The more you share, the more you learn.


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!!