Digitize the Soul of Your Business

Digitize the Soul of Your Business


The hard part of Social Tech is that every agency needs to do it themselves. Essentially, Social Tech is all about “Digitizing the soul of your business.”

  1. Is your goal to feed your funnel? To provide new sales opportunities?
  2. Or do you have plenty of leads, but your close ratio seems low?
  3. Or is your sales cycle too long, thus cutting into your scalability?
  4. Are you getting a steady supply of word-of-mouth referrals?
  5. Do you have a reputation in your area as the Go-To-Person for LTCi?

Your digital footprint should support all these sales goals. (It should also help lower your operational costs and protect your reputation, help you recruit and retain agents and support staff, and enhance your position of influence in your community, but those are subjects of another session.)

From a policyholder POV, your Web properties should answer all of these questions and more, clearly and simply.

  1. What is your operation all about? What makes you special? Are you a good citizen?
  2. What do you have out there that will attract interest in your offerings, your value proposition, who you are?
  3. Where are you today, where did you come from, and where are you going?
  4. Who are your clients? Are they like me?
  5. Can you give me the basics of LTCi or at least point me to some resources so I can learn on my own time?
  6. Can I comment or ask questions of you?
  7. Can I Follow you on my preferred channel?
  8. If I buy a policy from you, will I ever hear from you again?
  9. Where are you adding value and making the world a better place?
  10. Are you an expert in your field?

These are the essentials. Perhaps you only have a basic Website today. Perhaps you’ve added a Linkedin profile and a Facebook page, maybe a Twitter or a YouTube account, but you don’t really have a a lot of confidence that you or your people are ‘doing it right.’ So how do you get “there” from “here”? And how can you avoid making costly mistakes that can actually hurt your reputation rather than help it, beyond the obvious ones like sharing politically charged messages, etc.?

Training and Education are always part of the solution. Developing a game plan and Implementation come from deep learning.

The challenge with Social Tech is that it’s a LOT of information and there aren’t a lot of people out there that know the insurance industry, know sales and marketing, and know the Web and Social.

That’s where I come in. I’ve been doing sales since 1983. I’ve been in insurance and the Web since 2003. I’ve been in Social since 2005. And I’ve been training insurance leadership on Social Tech since 2010.

My process is to start with a full day of leadership training, deep learning on Social Tech. What are the essentials of the primary Social Networks – Linkedin, Twitter, Facebook, YouTube, Google+? What are the essentials of Social Media – blogs, pictures, videos, meme’s, infographics, content curation, email blasts, likes, comments, and shares, etc? And how does all this create, sustain, and amplify Social Relevance and Influence.

It’s been my experience that the best way to do this is to get about 15-20 leaders together with common goals, and dig in. Beware: This is not something that a leader sends “my people” to. This is FOR the leader. If they want to bring an associate, fine. But this is specifically designed for leaders to learn, discuss, and digest. The NEXT step is to then schedule a strategy session with the team back at the office. Given our market, our products, our staff, and our budgets, what can we realistically do in a Phased approach?

Social Tech Learning Session

Social Tech Learning Session
Bring your gear and let’s dig in.

Next Steps:

We need a volunteer to Host – a nice training room that can hold 20 people, plus Wi-Fi and lunch. The host gets two free seats.

The standard fee is $750 per person for a full-day seminar. To raise your hand and opt-in, simply send an email.

I will then keep you posted as the opt-in list grows until we get to 15-20 people.

Sound good? Please share this page and spread the word.

#LTCSummit #LTCi #Social #DeepLearning


Hear from others who have attended previous sessions:

My Background:

Mike Wise - President of WebWisedom LLCMike founded WebWisedom LLC in November of 2009. An Enterprise Social Technology/E-Marketing/E-Business consultancy, WebWisedom is helping insurance organizations understand and leverage Social Technologies within the unique environments of the enterprise and its markets.

Mike wrote the chapter on Socially Facilitated Selling in the Crowdsourced book, Enterprise Social Technologies. Mike is also publishing his first book on Social Technologies: The Social Tech Workout!

With over twenty years in technology and sales in three different industries, Mike brings a broad spectrum of knowledge and experience to Enterprise Social Technologies. An early adopter, Mike has been leveraging Social Technologies for business since 2005 with a special emphasis on the insurance vertical.

Prior to WebWisedom, Mike led e-Commerce sales efforts within the insurance industry for IdeaStar (now MindSteams), primarily in the health and life vertical. Previously, Mike spent 10 years with ADP in sales, sales training, and sales management in various locations across the USA.

Mike was a member of the Board of Directors of the Professional Insurance Marketers Association (PIMA) http://www.pima-assn.org from 2009 to 2012 and was a co-chair for the 2006, 2007, and 2008 national PIMA MarkeTTech Symposiums as well as the 2011 PIMA MidYear Meeting. Mike is also serving on the Inter-Company Marketing Group (ICMG) Marketing committee.

Mike served on the Judging Panel for the AM Best E-Fusion Award in 2007 and 2008 http://www.ambest.com/efusion/ and is considered a subject matter expert on insurance and technology.

Mike writes and manages a popular Blog, http://www.webwisedom.com, and was selected for the Insurance & Technology Blog Honor Roll three times in 2009.

An avid photographer, Mike maintains a personal/professional photo site http://mikewise07.smugmug.com specializing in sports and event photography.

Mike holds a BA from the University of Washington.

Linkedin: http://www.linkedin.com/in/mikewise07

Twitter: http://twitter.com/mikewise07