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SalesMarketing: Using-Technology-to-Drive-Marketing ACT's mission is to bring the stakeholders in the independent insurance agency distribution system together to advance the use of the most effective business processes, practices and technologies, in order to enhance productivity, service, marketing, sales and security.
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Using Technology to Drive a Community-Based Marketing Strategy

 ACT - Using Technology to Drive a Community-Based Marketing Strategy - Claudia McClain - March 2014 - FINAL.pdfACT - Using Technology to Drive a Community-Based Marketing Strategy - Claudia McClain - March 2014 - FINAL.pdf

WA-based independent agent Claudia McClain discusses her agency’s use of blending technology and marketing to ‘win’ locally - with both consumers and her customers.  Claudia discusses her strategies around community involvement, and how this integrates with automating her agency’s online & social presence with their management system.  Claudia’s agency leverages industry resources, and also consistently uses process review to proactively implement ‘lessons learned’.   The McClain Insurance Services agency’s results for retention rate, Net Promoter Score, and community involvement are a great example of what can be gained from direct writers by effective local action (or potentially lost by inaction).