Facts About CRM - Business Solutions

Transcription

1 Your Website Doesn t Have to be Lousy SPONSORED BY

2 YOUR WEBSITE DOESN T HAVE TO BE LOUSY CONSIDERATIONS ON TAKING YOUR WEBSITE FROM LOUSY TO LOVELY. Melissa Murphy, CISR, CIC Marketing Specialist MAIA

3 BUILDING BLOCKS KNOW YOUR GOAL(S) Make informed decisions and create a vision.

4 WHAT IS THE PURPOSE OF YOUR WEBSITE? Be Found Increase Search Engine Rank (SEO) Lead Generation Sales Tool Establish Your Expertise Answer Insurance Questions Contact Information Introduce the Team Communicate with Clients Transact Business Partner with Other Businesses

5 BASIC ELEMENTS Reflect Your Brand Design Simplicity & Consistency Pleasing Images and Colors Works across Web Browsers (Chrome, Firefox, Safari, IE) Easy to Navigate Useful Content Quick Loading Time Speaks to Your Clients & Potential Clients Current

6 NEXT LEVEL ELEMENTS Dynamic Content Interaction Personalization Social Media Crossover Mobile & Tablet Compatibility Quoting & Sales Functions

7 BEWARE

8 ELEMENTS TO AVOID Incorrect/Outdated Information & Typos Overdoing the Design Flash, Sounds, Music, Excessive Pop-ups Awkwardly Sized Images & Logos Changing Basic Functionality Confusing Navigation Jargon & Acronyms Text Only oh no, they didn t! Marvis Contemporary Toothpaste Leoneck Hotel NVEnergize and yet, they did!

9 LOOK AROUND Know what s going on with Your Carriers Your Competitors National IIABA ACT Resources Trust Choice Offers Marketing Reimbursement Program $500 Vetted Syndicated (RSS) Content Listing in the Trusted Choice Database Branding Information & Research

10 SPY WITH SEARCH Google it: lay-terms commonly asked questions car insurance + a location workers comp + a location boat insurance + a location

11 IMAGES Web-friendly format (.jpg or.gif). your logo, companies, associations periodically logos change! correct size Proper Permissions Purchase Stock Photography Free Stock stock.xchg ( Your Own Relationship Business Testing reveals a 95% Conversion Rate when a REAL photo is used **

12 CONTENT Name, location(s), areas you serve, phone and s Keyword Rich Pages Lines of Business & Niche Markets Staff Introductions with Contact Info Carriers, Associations & Organization Affiliations Claims Reporting Information Offer Get a Quote\New Business Applications\Contact Form Testimonials Insurance Information & FAQ s (Blog) Video (+75% of internet users are watching online video)

13 GETTING CLOSER KNOW THYSELF

14 ASK YOUR TEAM What are their ideas? What do they want/value in a site? What would help them do their jobs better? What will their roles be in this process? Who is the project lead?

15 ASK YOUR CLIENTS Who is the site for? potential or existing customers What is your current client base like? young/mobile or old/landline What will your client base look like in 5 years? how will they find you? how will they want to do business?

16 KNOW WHAT YOU NEED The budget is. The timeline is. Have your logo/tag line ready. The basic functionality you require. Have a list of several sites you admire. How interactive you want the site to be. How often you anticipate making changes. How you want to interact with your developer.

17 TIME TO SPEAK TO A PROFESSIONAL GETTING A PROPOSAL

18 FIND YOUR WEB DEVELOPER Get a recommendation Approach some local businesses with great sites Contact other agents (try other states) Try a site like elance.com (not an endorsement) Interview a few people. Call the references. Judge their response time and their work. Be very comfortable with the person/team AND their preferred method of communication.

19 WHOLE PACKAGE DEALS Contract for a whole package Agency Revolution Astonish Results Project CAP Hubspot

20 ARE YOU CRAZY? DO IT YOURSELF

21 CONSIDER THE FOLLOWING: Budget Technical Skills Scope Time (and interest level) Support DIY Means: More Work - More Control Less Cost - Less Choice

22 APPROACH OF CHOICE Free and open source blogging tool and a dynamic content management system (CMS). You will need hosting service in addition to the domain. A small-business friendly web developer might use Wordpress, too. Often SEO optimized. Make changes and create dynamic content on your own. Use plugins to enhance the look and add functionality. Easily add media content.

23 WORDPRESS EXAMPLES Massahu.org Metro South Insurance Agents Association The Murray Group JDC Insurance Group Hartzler Digital Media

24 THEMES Theme is the overall template structure of the site Range from very rigid to very customizable Free least customizable Ready to Purchase LOTS of options Custom employ a designer to build your options Most optimized for SEO elegantthemes.com solostream.com

25 DASHBOARD Access Administrative Functions View Stats

26 WIDGETS & PLUGINS Add Content Extras in your sidebars, footers and headers: Insurance Information (Personal & Commercial FAQ, Safety Tips, Disaster Preparedness, Auto Accident Refresher) trustedchoice.com/agentbroker Blog Facebook Video Components Live Chat

27 MONITOR & TWEAK Watch Your Stats, Clicks and Bounce Rates do they correspond with your newsletters, facebook posts, direct mailings, national news, weather, the full moon? Google Analytics Add free google software to get a more robust picture of where your web traffic comes from. Visualize Visitor s Movement on Your Site clicktale.com (not an endorsement)

28 RESOURCES Insurance Specific Steve Anderson technology & automation How Search Works Agents Council on Technology Insurance-Forums Marketing & WP Specific WP Beginner WP Codex Hubspot Blog 7 Essentials Tips for Wordpress Duct Tape Marketing