2012 IASA Advanced Boot Camp:Mastering the Art of Marketing & Selling to Insurance Companies!

Thursday, March 15th &

Friday, March 16th

Omni Amelia Island Plantation ResortAmelia Island, Florida

Progress Though Sharing Knowledge

SWAP Presentation

The Next Generation of Lead Retrieval

Experient

James Wallace , CMP

Progress Though Sharing Knowledge

• Demo Show Credentials:• Web mobile:

https://swapwebmobile.experient- inc.com/ProductActivation.aspx  (this also works for iPhone and Android users, they must download the app first)

• Activation code: 0000000000000000 (16 zeros)

• Badge ID#: 0• Use badge range 1001-1010 to capture

leads

SWAP™ Demo

SWAP Presentation

Progress Though Sharing Knowledge

SWAP: What is it?

• Lead capture smartphone app

• Native app for:- iPhone- iPad- iPod touch- Android

• Web-based app for all other data-aware smartphones

SWAP Presentation

Progress Though Sharing Knowledge

• Exhibitors purchase SWAP from Experient lead retrieval sales rep or on our Exhibitor portal

• Email directs them to download SWAP

– Apple’s iTunes store– Google’s Android

Marketplace– Web address provided by

show organizer

• Email contains activation code

SWAP: how does it work?

SWAP Presentation

Progress Though Sharing Knowledge

• Attendees all have unique numbers printed on badges

• Number links to attendee data in registration database

• Exhibitor inputs number into app

• All demographic info is captured

SWAP: how does it work?

SWAP Presentation

Progress Though Sharing Knowledge

Features for exhibitors• Integrates w/ registration

database• Covers all ‘data-aware’

smartphones• Capture leads per salesperson

and aggregate• Take notes within each lead• Qualifying questions• Native app off-line mode: NOT

dependent upon continuous cellular connectivity

• Can export list of leads• Each salesperson can view their

leads on their device• Can view leads in DecisionPoint

SWAP Presentation

Progress Though Sharing Knowledge

Benefits for exhibitors• Flexibility to use own smartphone devices

– Increase productivity: each salesperson can have own lead device

• Capture leads anywhere: sessions, meetings, events, in the hallway, on the bus, etc.

– No longer tied to just the booth– Measure productivity (quantity & quality of

leads) of each salesperson• Ability to get deeper information: person

who took lead and notes identified• Can use SWAP app, Optium readers or both

SWAP Presentation

Progress Though Sharing Knowledge

Benefits for exhibitors• Increased timeliness of leads

– Leads are available in minutes– Can follow-up using various means at the

show or after

• Determine best leads through filtering data in

• DecisionPoint™ portal – Buying timeframe, available budget, etc.

• Measure ROI and prove value of exhibiting

– Lead counts, penetration rate, etc.

• Efficient alternative – No waiting to pick up or return lead devices

SWAP Presentation

Progress Though Sharing Knowledge

• Show organizer portal in DecisionPoint

• Both SWAP and reader lead data are reported together

– Leads by hour, day, attendee demographics, exhibitor, etc.

– Can print specific exhibitor company reports to discuss lead collection

– Prove show floor ROI to attract future exhibitors

Features & benefits for organizers

SWAP Presentation

Progress Though Sharing Knowledge

SWAP Presentation

If you have questions specific to this presentation, please feel free to email:

James WallaceVPExperientJames.wallace@experient-inc.com

Thank you for your time and attention.

Now, back to Mark Roth for the introduction of our next panel discussion.