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Awards Presentation & General Session: "Harmonizing Business and Technology" by Wessly Anderson, Jason Cass, and Keith Savino [1hr CE Credit]

Location: Mirabella E


The insurance world has dramatically changed.   Clients find coverage differently.   Carriers underwrite insurance differently.   And, the most efficient agencies are changing the way that conduct business.   Technology, social media, tweeting, following, connecting, liking, sharing, blogging, posting, hash-tagging and checking in are all part of the world of the virtual marketplace. Understanding the basics of each platform and what the potential pitfalls are, will help today’s professional insurance agency avoid errors and omissions when it comes to communicating with clients. This course will examine the most commonly used forms of online communication and what processes and procedures should be ethically developed and integrated into your agency’s daily culture – ensuring your SEO doesn’t become an acronym for “serious errors and omissions”.   The use of technology, agency best practices, and automation systems are resources that can help an agency conduct business for effectively and efficiently.  

Business casual attire