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A Digital Agency

PREPARE YOUR AGENCY FOR THE NEXT DECADE. A Digital Agency. It's not scary, just necessary. The Buying Power of your Consumers. Millennial (Gen Y). Gen Z. Born early 1980's Currently in their 30's Quarter of the population. Born late 1990's Currently in their early 20's

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A Digital Agency

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  1. PREPARE YOUR AGENCY FOR THE NEXT DECADE A Digital Agency It's not scary, just necessary

  2. The Buying Power of your Consumers Millennial (Gen Y) Gen Z Born early 1980's Currently in their 30's Quarter of the population Born late 1990's Currently in their early 20's First digitally native generation

  3. Walk-In 11.7% HOW DO MILLENNIALS USE THEIR BUYING POWER? Computer 36.2% 60% REMAIN LOYAL TO BRANDS THEY PURCHASE Tablet 25.5% PROJECTED TO SPEND $1.4 TRILLION EACH YEAR BY 2020 Smartphone 26.6%

  4. Positive Online Reviews HOW MILLENNIALS CHOOSE ONE AGENT OVER ANOTHER Represent a well-known company 43% Convenient location 41% 34% Social Media engagement 28% Modern Website 24% Availability of online chat 19% 15% Nice-looking storefront 0% 10% 20% 30% 40% 50%

  5. Gen Z Never knew a world without the internet 60% will not use an App or Website if it loads slowly 74% spend most of their free time on the internet 75% use smartphones compared to other devices

  6. Top Digital Channels How will your consumers find you? 53% 28% 20% 17% 15% 9% • YouTube • LinkedIn • Online Ads • Facebook • Consumer/user • review websites • Online Search

  7. The Adoption Lifecycle Early Adapters Early Majority Late Majority Lollygaggers Innovators IA's TODAY

  8. What does a digital agency of 2020 look like? Must haves and future expectations

  9. Two-way Text Capabilities Ability to check policy info whenever 7 4 5 6 8 3 9 What do I need to Implement? Must Haves Near Future Bonus Billing Renewal ID Cards Send and receive text notifications Chat Bots 1 Responsive Website Meet Consumer Expectations 24-hour service  Mobile Friendly Quick loading Submission Forms Mobile App 2 Client Touchpoints Social Media Newsletters Mailers Email Campaigns Self-Service Portal CRM System Video Proposals Ease of Doing Business Fast turnaround E-signatures Digital automation streamlines operations and drives efficiency Send video during renewal time to show expertise

  10. The Adoption Lifecycle Early Adapters Early Majority Late Majority Lollygaggers Innovators 2023 IA's TODAY

  11. Strategized Niched Efficient and Flexible! Supportive Automated Forecast Growth Consultant Brand Affinity Expert Advisor Data Driven Analytical KPI's Calculated Focused What does a digital agency look like in a few years? Process Train new hires quickly Digital Marketing Procedures Proven Path Workflows

  12. Request Data Source Response Application or Client Let's look underneath the hood One Way API TWO Way API • What is an API? • (Application Program Interface) • An API is the messenger that takes requests and tells the system what you want to do. Think of it as a gate.

  13. Website CRM • Digital Agency in a Box New Hire Training VOIP Phone System • AMS Securing Loss Runs API Integration In-Office Collab and Internal Workflow CL Submission System E-Signatures PL Rating System

  14. Digital Agency in a Box • Recommended Vendors and Monthly Fees Website Advisor Evolved $185/month CRM SharpSpring?? $200/month ?? New Hire Training Total CSR $275/month VOIP Phone System Ring Central $50/month QQ or EZLynx $100(per user) Securing Loss Runs ATIN $15/month API Integration Zapier $20/month • AMS In-Office Collab and Internal Workflow Teams & Trello FREE CL Submission System TRUDI $80/month E-Signatures Docusign $25/month PL Rating System PL Rater or EZLynx $110/month • $1060/month!

  15. The Adoption Lifecycle Early Adapters Early Majority Late Majority Lollygaggers Innovators 2023 IA's TODAY 2030

  16. What does my crystal ball say for 2030? WE'RE PAST MASSIVE CONSOLIDATION MOST AGENCIES WILL RUN ON A SINGLE "POINT OF SALE" SYSTEM CONSULTING/ADVICE WILL BE VIEWED AS THE LEADING REASON A CLIENT CHOOSES AN INDEPENDENT AGENT

  17. WHAT WE ARE IMPLEMENTING NOW Social Media, Welcome kit, Re-branding, Paid Ads Director of Marketing Teams, VOIP, Video Proposals, Laptops Technology Owners-Only Public side VIAA Website Re-design Maximize Profit Book Rolls CRM Automation

  18. GUIDED VIDEO TRAINING CAPABILITIES What are we testing? SMALL BUSINESS SUBMISSION SYSTEM CRM SYSTEMS • 2020 Implementations • Vetted over a dozen systems; happy to provide feedback • Pilot Nov 1st-Jan 31st • Work Comp and Bop submissions with Travelers, Hartford, and Liberty Mutual • Ability to submit and see pricing from DIRECT appointments and/or Access Plus (If not appointed) • GOAL: One entry point to generate a submission to multiple carriers • Reduces duplicate entry • Classifying risks more easily • Create accords based on information entered • Getting a quote to bind is bonus • 2022 target timeline • Digital Playbook • CSR Training Program

  19. Q&A Tim Davis: TimothyD@VIAA4u.com

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