Idea Book - Book For Insurance Agents
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Secure Idea Book Some of the links and downloads have been disabled. To dowload the files mentioned in the book enter the security code found on page 50 of The Idea Book.

The Web Site Idea Book and this Additional Resource page will be updated periodically (as should anything devoted to the web and technology). If you would like to receive email notifications when those updates take place, just let us know. Notify me when chages are made
Additional Resource (some may require a Password which can be found on page 50 of The Web Idea Book)

Demo Web Site – Includes functional examples of concepts and tools discussed in The Web Idea Book.
View Demo Site

Act cFluent Newsletter – A quick hitting newsletter for independent insurance agents providing tips and usable information about existing and emerging technology, consumer trends and agency practices. Sign me up.

Local Search – Each Local registry has a free and a fee component. Start with free and make sure you have refined your business description and information to your satisfaction before you start using paid services. (page 8)

Google Mapshttp://bizsolutions.google.com/services/, or go to www.google.com and select Business Services.

Yahoo Localhttp://listings.local.yahoo.com Yahoo provides a facility for customers to review businesses, including your agency. Stay tuned for more on this...

Live Local (aka MSN)http://webapp.localeze.com/bizreg/add.aspx Microsoft actually uses a third party for registering on their local search service, Localeze.

Paid Search – As noted in The Web Site Idea Book, you can budget a little or a lot to paid search, get nearly instant feedback and change or stop a campaign with a mouse click.

Google Adwordshttp://bizsolutions.google.com/services Google gets more traffic through paid search than anyone else (more than half). Because of that bidding on key words is a little more competitive. You may find a better bargain and acceptable traffic levels but the set up is so easy that we recommend you start here. (page 10)

Virtual Check – An affordable plug in for any web site that will allow you to accept payments from client checking accounts without having to wait for the mail.
Virtual Check Web Site

Web Assistant Cheat Sheet – A Microsoft Word template for setting up a quick reference sheet so your agency web site can help with service phone calls (pages 30, 31).
Password Required to view the cheat sheet. Click here to enter your password

Animated Demonstration – Six minute, animated demo with sound walks you through examples of the tools and concepts discussed in The Web Idea Book.
View Animation

Sample Copy for Post Card, Email, Newsletter, etc. text to support e-newsletter participation, email gathering and web site traffic and use (pages 34, 35).
Password Required to view the sample copy. Click here to enter your password

Voice Broadcasting – Call a number and record an outbound message, upload an Excel file and schedule dozens, hundreds or thousands of calls to your customers. It's immediate and inexpensive and a great way to let customers know an important email is on the way or provide other time sensitive information.
Voice Broadcasting Web site

News (RSS) Feeds – Automated news feeds can be added to any web site, and while they don't replace site content they can be an effective way to add a little garnish to a web site. This short video explains RSS feeds in a simple and humorous way.
News (RSS) Feeds

Don't Make Me Think, a book by Steve Krug, is a breezy read that takes a common sense approach to web site usability. Don't leave it up to the 'experts' to decide if your web site is useable. Here's a tip excerpt to give you an idea of what the book characterizes as common sense: "If you really want to know if your web site works, ask your next door neighbor to try using it, while you watch. (You bring the beer.)"
Book Web Site

Web Meetings – You can schedule desk top sharing sessions or launch instant meetings. It's not quite the same as being there but it's close.
GoToMeeting Web Site


Idea Book - For Independent Insurance Agents