Digital Marketing, Cutting-Edge Sales Tools, Analytics to be Examined
Opening-day sessions at the American Insurance Marketing & Sales (AIMS) Society’s (aimssociety.org) 25th Annual PRO-to-PRO Executive Retreat will offer a practical game-plan for agents, brokers and others interested in growing their business and improving profitability. The event, which takes place February 16-18 in Tampa, is themed, “Turning Technology Into Dollars.”
This year’s PRO-to-PRO will open with a welcome luncheon that includes the AIMS Society’s annual meeting of members, a special 25th Anniversary recognition and a ceremony for new Certified Professional Insurance Agent (CPIA) designees. Immediately following the luncheon, an afternoon session addressing digital marketing in today’s agency will feature presentations and panel discussions, including:
- Opening remarks by a PIA state association president designed to dispel the notion that technology is just about bits and bytes, but rather represents a tool set insurance professionals can use to strengthen relationships, streamline communication, capture and respond to leads-while they’re hot-and answer questions in real time, exactly how clients and prospects want;
- Presentations and a discussion led by industry marketing experts exploring digital marketing issues, including a look at cultural and demographic shifts, generational differences, keyword and link-building strategies, website optimization, social media marketing, mobile technology, local search, lead capture and conversion, drip marketing, pipeline management and “responsible marketing;” and
- Case studies and an agent panel that will showcase actual implementation of social media, text messaging, local search and other digital marketing techniques, to build strong Twitter followings, engage thousands of Facebook fans, drive targeted client communications, cross-sell to existing customers, attract new prospects, generate leads and sell insurance. ”These sessions focus on timely issues that forward-thinking agents and brokers are grappling with in their own offices,” says AIMS Society President Curt Pearsall, CPCU, CPIA, AU, ARM, AIAF, founder and principal of Pearsall Associates, an agency E&O consultancy. “They will offer a wealth of practical advice that can be used right away to increase sales. In a matter of two hours, they’ll lay the groundwork for other relevant sessions to follow.”
The rest of the afternoon will feature back-to-back sessions, including:
- “Tools that Enhance and Accelerate Sales,” in which agents will explain and demonstrate how new tools-including e-signatures, mobile devices and apps, streamlined policy submission processes and more-have enhanced the new business and renewal sales processes, leading agents to close more deals faster; and
- “Know Your Numbers and Get to the Next Level,” in which an IIABA business partner and independent agents will explain and demonstrate the use of digital analytics, dashboards and other tools to understand the role of social media, web enhancement, keyword, blogging and other digital marketing initiatives in boosting website traffic and generating more leads and sales.
The first day of PRO-to-PRO will conclude with a networking event, awards dinner and special entertainment by JoKeR, a band made up of insurance industry professionals. Session details for the second day, which is being held in conjunction with agency management system users group leaders that are part of AUGIE, the ACORD -Users Group Information Exchange, will be released shortly. For more details, visit bit.ly/PTP2012.
A limited number of sponsorship opportunities remain. For more information, contact AIMS Society Executive Director Kitty Ambers, CPIA, CIC, CISR, CPIW, at (877) 674-CPIA or kitty@AIMSSociety.org.