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Big "I" to Host Free Webinar on Social Media Policy Guidelines for Agencies

Social Media and Industry Experts to Discuss Social Web Strategy for Agencies

ALEXANDRIA, Va., Jan. 29, 2010 — The Independent Agents & Brokers of America’s Agents Council for Technology (ACT) will host a free webinar titled “Formulating a Social Web Strategy & Policy for Your Agency,” on Thursday, Feb. 11 from 2:30 to 3:30 p.m. EST.

TITLE:  Formulating a Social Web Strategy & Policy for Your Agency
PARTICIPANTS:   Cindy Adams, vice president information technology, Holmes Murphy
                                Katie Herbst, senior marketing communications specialist, Westfield Insurance
                                Rick Morgan, ACT Social Web Work Group chairman and principal of Rick Morgan Consulting
                                Angelyn Treutel, ACT chair and vice president of Treutel Insurance Agency
                                Jeff Yates, ACT executive director
DATE:   Thursday, Feb. 11, 2010
TIME:   2:30 - 3:30 p.m. EST
COST:   Free

“This webinar is designed to assist independent agency managers formulate an appropriate strategy to take advantage of the social web and write a social web policy for their employees,” says Jeff Yates, ACT executive director. “It is the first in a series of webinars ACT will host this year on the social web and it will address several of the most frequent questions we get from agents as they begin using social media.” 

The webinar will discuss the management process two agents, Angelyn Treutel and Cindy Adams, and one carrier executive, Katie Herbst, went through in determining an appropriate social web strategy for their organizations, securing employee buy in and creating an appropriate social web policy for their firms.

The webinar will also reference ACT’s recently-released report, “Creating a Social Web Policy for Your Independent Agency.” The 12 page report contains a checklist of key steps for developing and implementing an agency social web policy, sample policies from some prominent companies, examples of possible provisions to include and suggestions for a social web code of conduct for agency employees. Agents can also visit the ACT Web site to view actual policies that two independent agencies are using today. To download the report and access these additional resources, click HERE or go to and click on the “Websites & Social Media” link.
Established in 1999 by the Independent Insurance Agents & Brokers of America (the Big “I”), ACT provides a candid, action-oriented forum for agent and industry associations, user groups, companies and vendors to address critical technology and workflow issues facing the independent agency system and provides agencies with reports and tools to assist them in making improvements in their businesses.

Founded in 1896, the Big “I” is the nation’s oldest and largest national association of independent insurance agents and brokers, representing a network of more than 300,000 agents, brokers and their employees nationally. Its members are businesses that offer customers a choice of policies from a variety of insurance companies. Independent agents and brokers offer all lines of insurance—property, casualty, life and health—as well as employee benefit plans and retirement products. Web address:

​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556

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