On Point with Peter van Aartrijk and Rick Morgan, Episode 19: Having Fun Growing Business

May 11, 2010 by · Leave a Comment 

“On Point, with Peter van Aartrijk and Rick Morgan” is an audio conversation with insurance industry leaders who champion change and challenge all of us to think.

Linda Rey is a second-generation agent and owner of Rey Insurance in Sleepy Hollow, New York. Frank Rey founded the agency in 1978 to serve bilingual clients in the local community.

Linda discusses how she has incorporated the use of social media into the agency’s marketing strategy. For Linda, it was an “effective way to be present, visible, and increase awareness and exposure.”

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Big Field Man on Campus

April 29, 2010 by · Leave a Comment 

State Auto open house April 15 2010

At a time when people are skittish on the economy, it’s great to hang out with folks who are bullish.

One of my favorites is Charlie McShane, and his company is State Auto, based out of Columbus, Ohio.

Recently Maureen Wall Bentley, our executive vice president of brand strategy, and I attended Charlie’s grand opening of State Auto’s new Hunt Valley, Maryland offices, just north of Baltimore. Charlie is the company’s eastern regional president—he actually founded the region for State Auto and was the only employee there a few years ago. (In case you don’t recognize Charlie, he’s the big man on campus in the center of the photo.) Read more

7 Steps to A Stronger Agency Brand

April 15, 2010 by · Leave a Comment 

The Hales & Company/National Underwriter Mergers & Acquisitions Seminar series got off to a great start in NYC this week. Some 60 agents and brokers packed the all-day event, in which Laurie Donohue and I presented the segment on 7 Steps to a Stronger Brand. The topic seemed to strike a chord with the attendees—especially when they heard that a strong brand can add 100 basis points to an agency’s valuation multiple.

Scott Addis, who gave his lively “Purple Cow” presentation about organic growth strategies, highlighted another interesting point: His research shows that some 48% of agents don’t feel their firm’s brand is differentiated from the competition (and I’ll add that some of the remaining 52% are…um, optimistic…in their belief that their brand is distinctive). Sounds like a great opportunity for stronger brands to edge out the competition.

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On Point with Peter van Aartrijk and Rick Morgan, Episode 17: Integrating the Social Web in a Large Agency

April 13, 2010 by · Leave a Comment 

On Point with Peter van Aartrijk and Rick Morgan is an audio conversation with insurance industry leaders who champion change and challenge all of us to think.

So, how does a large independent agency with multiple offices approach new marketing and communications opportunities on the social Web? They apply it first inside their own firm.

Peter and Rick spoke with two representatives in IT and communications at a forward-thinking independent agency, Holmes Murphy Insurance. Based in Des Moines, Holmes Murphy has 13 offices in 11 states, 500 employees, and 77 years in the market. Read more

A Brand New Brand

March 31, 2010 by · Leave a Comment 

 

For brand geeks like us, there is nothing quite as exciting as the introduction of new brand. Everything is still shiny and clean, with that new-brand smell.

Last week, we got to watch just such an event: At their conference in Nashville, the AMS Users Group rebranded as Network of Vertafore Users, or NetVU. In addition to the new name, the organization now boasts a cool new logo and purposeful tagline, all of which tie into the group’s focus on education, advocacy and networking.

Aartrijk worked with the organization for months on this project, which included a dedicated task force; top leaders Jim Armitage, Carl Schlotman and Brady Polansky; and a hard-working staff in Dallas.

Needless to say we’re very jazzed about the outcome for this 32-year old user group. For more on what this change means for NetVU and its 15,000 independent agency members, check out the story in Rough Notes’ April issue or ads running throughout the trade press.

Congratulations to our friends at NetVU and best wishes for their next 32 years.

How to Become a Better Blogger

October 9, 2009 by · 1 Comment 

Much of the discussion at the recent Aartrijk Brand Camp focused on the value of blogging and becoming a better blogger. Liz Strauss, a social web and blogging pioneer, offered some great tips. For example, she suggested that we separate brainstorming ideas from the actual writing of the blog. Other ideas ranged from creating and following an editorial calendar to finding our voice.

Liz also stressed how important it is to be consistent. That is, it is better to publish one post a week than to do five posts in one week and then wait several weeks until the next post.

Liz also reminded us that what is unique about each of our blogs is us. Being ourselves is what distinguishes us from all the rest of the content on the Web.

Agent bloggers Cindy Donaldson from Founders Group, Nibby Priest from Vaughn Insurance and and Kristin Rielly from Irwin Siegel Agency also shared some valuable pointers they use in writing their blogs. So too did Laura Toops, editor of American Agent and Broker magazine and creator of the Agent for Change blog on the magazine’s Web site. For example, they suggested keeping posts short and to the point and writing about topics that are of general interest and not just about insurance..

If you are interested in starting a blog or becoming a better blogger I would recommend visiting the blogs highlighted above. Watching what others are doing is great way to learn. Another valuable resource I have found helpful is the ProBlogger Blog.

If you have a blog, what ideas and/or tips do you have to share?

– Rick Morgan

Follow Aartrijk on Twitter: @Aartrijk. Follow Brand Camp conversation on Twitter using hashtag #ABC09.

Photo: flickr cambodia4kids.org

What I Learned at Brand Camp

October 7, 2009 by · 2 Comments 

Laurie Donohue

Last week was a great week. I spent three days in Chicago with some of the best people I’ve ever met.

Where was I??? At Brand Camp. What’s that you ask? It was a conference put on by Aartrijk to explore the world of social media and its impact on insurance branding.

Sure, I learned a lot about how social media can be utilized effectively, how to “Tweet” and how important blogging can be. But what really struck me was the energy of the group. The people who attended were really excited about the prospects, willing to learn and energized about their agencies. It’s probably the first time I didn’t get a sense of “quiet desperation” about the future of the independent agent and the power of the direct writers.

  • I learned that independent agents have some huge opportunities because their business is based on building and maintaining relationships–a perfect match for social networking.
  • I learned that there are some amazing young agents and their staff that have great new ideas to reach “Generation Y,” and that they should be listened to.
  • I learned that the agents that adopt this new way of marketing and sales will be the ones to succeed.
  • I learned that listening is as important as talking, whether it’s face-to-face or on the Web.
  • I learned that being open to new ideas and new ways of doing business is critical to long-term growth.

Yes, we did discuss how to find “fans” on Facebook and “followers” on Twitter. We talked about effective Web site design. We talked about search engine optimization. But they were secondary to the new attitude that was circulating in the room. I wish we could capture that and sell it over the Internet!

– Laurie Donohue, vice president, I-Marketing Management (a partner firm of Aartrijk)

Visit I-Marketing Management: http://www.imarketingmanagement.com.

Follow Aartrijk on Twitter: @Aartrijk. Follow Brand Camp conversation on Twitter using hashtag #ABC09.

You Want Help with Social Media!

October 3, 2009 by · Leave a Comment 

Peter van AartrijkAartrijk Brand Camp—held in Chicago Sept. 28-30, 2009 and continuing on the virtual calendar of online conversation—was all about the risk and opportunity of social media in our Wonderful World of Insurance.

We had pre-surveyed attendees at Aartrijk Brand Camp. These were agents, brokers, carriers, association executives, media reps, and business partners such as technology firms.

In sum, you have genuine concerns and questions around the impact and application of social media. You are being cautious about stepping into fray.

Here are some top issues you are having with all the excitement behind Linkedin, Twitter, Facebook, etc.:

Social media appears to be a time vampire. How do you manage the time you and your people spend with it?

How do you show a return on the effort? One survey respondent said: “While time spent on informing/communicating with fans helps build relationships, does that turn into referrals?” And sales?

We don’t know where or how to start with social media. We need a plan and a budget and somebody in charge—who is that going to be?

The internal battles are brutal. How do we get our management on board? And our legal beagles are putting the kybosh on us branding folks—the IT department isn’t helpful either. One of you said, “The current rule is to run all printed copy past the marketing and legal departments. Social [media] requires a more relaxed, conversational tone to be authentic and trustworthy…[But] it is viewed as more of a risk than an opportunity.”

We’re not sure when we should start! One of you said: “Maybe it’s better not to put a toe in the water until this new frontier matures.”

Who in insurance has gone before us? What are the best practices around building brand awareness with social media? “We need success stories.”

Who is this for? Is social media best for business-to-business? Business-to-consumer? Both? Neither?

Finally, do insurance and financial services play a role at all in social media? Do consumers care about us? We’re not worthy! We’re just not cool enough!

Ah, yes, great questions. Stay tuned for some solutions offered up by Brand Camp attendees.

aartrijk-brand-camp-image-wall-2-2009

– Peter van Aartrijk

Follow Aartrijk on Twitter: @Aartrijk. Follow Brand Camp conversation on Twitter using hashtag #ABC09.

Beginner’s Guide to Social Networking in Insurance

April 30, 2009 by · Leave a Comment 

Peter van Aartrijk

Peter van Aartrijk

Check out what might be dubbed a “Beginner’s Guide to Social Networking in Insurance.” It’s an audio podcast published by Insurance Journal featuring Peter van Aartrijk, managing director, and Rick Morgan, senior associate of Aartrijk.

Noted van Aartrijk in the podcast: It’s becoming urgent for independent agency owners to experiment with social networking, if they’re not already. Some agencies are using social networking portals as a way to do business.

“What they [independent agents/brokers] do — dispense advice, solve problems … It’s incredibly important what they do,” commented van Aartrijk in the podcast. “This new social media … is incredibly powerful to really bring to light what they do.”

Check out the podcast, Agency Management Done Right, Episode 2: Social Media, at: http://www.insurancejournal.tv/videos/2434/

The “Agency Management Done Right” audio podcast is hosted by Mitch Dunford of Insurance Journal and explores insurance agency management.

April 30, 2009

Web Site: “Busiest Storefront” for Agencies

April 30, 2009 by · 1 Comment 

Peter van Aartrijk discusses the social Web with Mike Wise of IdeaStar.

Peter van Aartrijk discusses the social Web with Mike Wise of IdeaStar.

Agent Web sites are an agency owner’s “busiest storefront” — or at least they can be.

That’s one of the thoughts that Peter van Aartrijk, managing director of Aartrijk, shared during a recent podcast with Mike Wise of IdeaStar. In one of Mike’s “InsuraTech” audio podcasts, Peter discussed the social Web, agent Web sites, and how they can work together for an agency:

– The social Web is “not something to be feared. It’s something to be leveraged.”

– “You’re either LinkedIn or locked out.”

– “We like to think of the Web site as the busiest office for the agency … their busiest storefront.”

–  ”I’m worried about the calls agencies aren’t getting” because their Web sites cannot be found by people who get a word-of-mouth referral to the agency and then search for the agency via a search engine.

– “Convert that knowledge [of dispensing advice to consumers about risk management] … into text on a blog.”

– ”There’s a lot of general information out there. But what we bring to the table is the knowledge of how agents andd brokers and carriers can take advantage” of social networking.

Check out the podcast at: http://tinyurl.com/clmo5.

Or visit: http://blog.insurance-technologies.com/2009/04/insuratech-podcast-episode-28-peter-van-aartrijk-on-agent-websites-a-conundrum/

April 30, 2009