Tablet Technology
How to Maximize Your Time Out of the Office
Presented by:
Matt Cashion
The Cashion Co., Inc.
Little Rock, AR
Nick Newton
Rudnik Surety
Minneapolis, MN
July 24, 2012
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PRESENTER BIOGRAPHY
Matt Cashion
Matt somehow graduated from Westminster College (Fulton, MO) with BA Degrees in
Economics, Accounting, and Business Administration. He has been living out of the
family insurance agency ever since. Even more remarkable, he obtained his CIC & CRM
designations along the way.
Matt has been attending the NASBP Surety Schools for over twenty years. You would
think by now he would have graduated. He pretends to be an instructor. When he can’t
find a convention to attend at a nice resort, he tries to sell bonds and insurance to the
unwitting, using cool new gadgets like an iPad.
Serving on NASBP’s Virtual Seminar Advisory Board, Matt made the mistake of
suggesting this topic and was quickly duped into being a presenter. He has no IT
experience other than as a crasher of systems. Proficient at Asteroids and PacMan, Matt
has various online alter egos.
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PRESENTER BIOGRAPHY
Nick Newton
Nick chose to take 6 years to graduate from Concordia College (Moorhead MN), working
and paying his own way and enjoying college life perhaps a little more than the dedicated
student would choose. After selling books door-to-door one summer, he was able to
convince a few surety companies to hire him. Jobless rate in the country might indeed
have been a negative number back then, but he has somehow survived the surety
industry for 23 years, spending 7 years on the company side with Western Surety and
United Fire & Casualty, and the last 16 years on the surety agency side.
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Although he carries just a smidgen more of technology acumen than his co-instructor Matt
Cashion, he was chosen to chair the Automation & Technology Committee, where he
relies heavily upon Dave Golden, NASBP Technology Director, to make him look good
and use the right words. Apparently half-sleeping through one of his own meetings, he
somehow was corralled by Cashion to co-present this course. Matt would clean his clock
in both Asteroids and Pac Man.
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2012 Tablet Technology Survey Highlights
Executive Summary
More than one-third (39%) of respondents rate their technical expertise a 3/5.
An overwhelming majority (81%) of respondents are operating Apple iOS (iPad,
iPad 2, or “The New iPad”.)
Most agencies using Apple iOS-based tablet computers are using iPad 2's,
released in 2011.
Nearly eight out of ten (79%) respondents said they connect to the internet using
a data plan as opposed to using Wi-Fi.
More than half (52%) of all survey respondents rated their satisfaction with their
tablet computer(s) a 5 out of 5, the highest rating.
Over 90% of respondents responded with a 4 or 5 out of 5 when asked how happy
they were with their wireless service provider.
The majority of respondents (65%) indicated they spent more than $65.01 (per
device) on accessories for their tablet computers.
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2012 NASBP Tablet Technology Survey
Level of Technical Expertise
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2012 NASBP Tablet Technology Survey
Tablet Operating System
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2012 NASBP Tablet Technology Survey
Storage
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2012 NASBP Tablet Technology Survey
Connectivity
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2012 NASBP Tablet Technology Survey
Expenditures
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2012 NASBP Tablet Technology Survey
Ownership
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2012 NASBP Tablet Technology Survey
Insurance Coverage
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Which Tablet?
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Anticipate Usage to Decide
Consult IT Department if applicable
CNET.com is a great resource
Apple iPad – “2” or the “New”?
– Capacity – 16, 32 or 64 Gig?
– Just Wifi or Wifi plus cellular?
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Which iPad?
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Device Security
Consult your IT Department if applicable
Apple’s Passcodes –
“Simple” – 4 Digits
Custom – provides higher level of security
Apple’s Passcode features –
Passcode required “Immediately”
“Erase Data”
iCloud Backup – 5 Gigs free; more available
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Connectivity
Ability to access pertinent information
Numerous Applications Available
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Connectivity
Full access to all your programs and data – you are
controlling your desktop from your tablet.
Cellular Data Plan (either 3 or 4G) allows access
when Wifi is not available.
Check reviews on App Store and Technical
Publications – LogMeIn Ignition, GoToMyPC,
iTap Mobile RDP, Pocket Cloud Remote Desktop
A good application “could” make your “Out of
Office” notification a thing of the past.
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Connectivity
For Hosted Agency Management Systems, Wifi plus
a cellular data plan offers maximum efficiency.
Internet Browser is equally important versus an
application allowing effective desktop control.
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Basic Features
Email
Corporate email accounts can be “pushed” to the
tablet, just like a smartphone.
Automatic signatures with appropriate disclaimers
are easily copied from corporate email system into
tablet environment.
Access to personal email accounts – management
decision.
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Basic Features
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Basic Features
Contacts – Sync to Outlook and other address books
Calendars – Sync to Outlook as well as other
calendar applications, e.g. Google (can be color
coded for distinction)
Reminders – List of Tasks that sync with Outlook
and have expected notification feature
Music – great while driving for listening to podcasts,
e.g. sales coaching, NASBP Virtual Seminars
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Basic Features
Camera & Video – Capture risk exposures,
underwriting images, and loss information for
instant transmittal via email.
Organize photo/video albums by customer, date,
event, etc.
Maps – Can use as a GPS; satellite feature allows
overhead view of property for undewriting.
Facetime – (Wifi only) opportunity for one on one
conferencing.
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Basic Features
Internet Access
Apple’s Safari Browser
Other Apps available
Other Features Included
Notes
iBooks – storing & viewing of “.pdf” files
(better applications discussed later)
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Apps
Available in Apple’s App Store – prices vary and are subject
to change
IGNITION by LogMeIn, Inc. ($29.99) – recommended by
our IT consultants – allows control of desktop from tablet
(desktop left on)
QUICKOFFICE PRO HD ($19.99) – facilitates Microsoft
Word, Excel & PowerPoint. Limited formatting. Allows
folder structure organization. Can print to “.pdf”. Files can
be emailed directly from app or shared via Twitter,
Facebook, Dropbox, etc.
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Apps
NOTE TAKER HD ($9.99) – by software guru Dan
Bricklin – my main app for handling “.pdf” data
Folder structure with sub folder capability
Template feature
Zoom feature for document markup and signature
capture
Write or type, different fonts and colors, insert pics
or diagrams/shapes
Email direct from App
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Apps
A Couple Other Good Notetaking Apps
Evernote
Penultimate
WebEx or GoToMeeting
coupled with your cell phone, these apps allow
virtual meeting attendance while away from your
office/computer
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Apps
Dropbox, SugarSync or similar
These apps act as your flash drive in the sky
facilitating movement of files from desktop to
tablet and back.
Certain amount of storage is free (usually 2 gigs),
more available with referrals or by purchase
File Sharing Capabilities
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Apps
CRMs
Available to service most major CRM vendors,
e.g., SalesForce
Stand Alone apps available – e.g., SalesBeaver
(can be customized to fit need for a programming
fee and data is resident on tablet)
Calculator – many free ones to choose from
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Other Apps
Social Media – all the major players have an app
Dragon Dictation – “talk” your notes down
Expense Reports – track expenses & mileage; many
to choose from
Photosynth – allows wide angle photos
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Accessories
These accessories are like pillows; just pick the one
that is most comfortable and suits your needs best.
Case
Essential
Screen Protector
Stylus
Car Charger
Nice but not Necessary
Bluetooth Keyboard
SD Card Reader
VGA Adapter
Car Mount
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Usage Examples
Client’s insurance summary – changes noted and
signature captured; emailed directly to Account
Manager and captured by agency management
system.
Take meeting notes and email them to appropriate
person for attention and agency management
system capture, and/or to yourself for follow up.
Have client’s financial statements available at all
times.
Uses are limited by your imagination.
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Usage Examples
Note Taker HD
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Other Considerations
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Cost of Asset
Cost of Ownership
Tablet Ownership
Insurance Coverage
Replacement Policy
Lead Decision Maker
Uniformity
Consistency
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Presentation Title Here
YOUR QUESTIONS?
If you do not have the opportunity to have your question
addressed during the Seminar, you may contact the presenter
directly:
Matt Cashion
The Cashion Co., Inc.
mattc@cashionco.com
501-975-9975 direct
501-580-9975 cell
Nick Newton
Rudnik Surety, Inc.
nick@rudniksurety.com
651-705-7960 direct
612-865-2919 cell
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