Hello. so this webinar is Simple AI and Free Tech Tools. Mike and I ran a similar presentation at our Medicare Connections Conference. A month or so ago, little shortened version. I think we, we gave at that, at that conference. And this will be a bit longer, I added a bit more Mike has expanded his to, include a great marketing campaign and how you can use AI to enhance what you do daily basis. So, to get started here before, before we do, I almost forgot, we're gonna launch our poll, how often do you use ai?

You should see a poll pop up we've got never hourly, daily, weekly. And my favorite, I am in the matrix because I think I'm in it. Alright, we got daily users. We got one. Never user. That's good. We got some hourly users. Alright, I think we're good.

I think we can close it, Mike. All right. There we go. can AI be simple? I think it can. a lot of it is in our daily lives, and that's kinda what the first few slides are gonna show. You know, some people may think, I, I don't use ai, well, it's everywhere.

And some of these simple examples would kind of show you how it's, got into it more and more over the last, couple years. So, predictive text, right? So here's a screenshot from. a text message Do you have time to stop at the grocery store? it's already coming up with answers for me.

Sure, sure. Why not? For what, you know, that's ai, figuring out what answer it thinks I'm gonna say to that. Sometimes there's goofy ones and I usually try to pick those to send to my wife. But, it's ai, it's, it's in our, in our messaging systems. Here's a screenshot from, Microsoft teams, would this Friday work for a meeting

Yes, it sure would. that's AI built into our messaging, reading our messages, and, you know, help shortening the time it takes to response with a typical response that we might give another place. It is, if anybody on the call has an Android phone. Android, the original, assistant in Google Assistant.

It's now called Gemini, which we'll talk about later on. you know, if you say, okay, Google, and that's answering a question for you to pull up a search or to turn on your lights, or whatever it may be, that's, that's Google's AI assistant. that's been in phones for quite a bit now.

All you Apple users with, Siri, you know, everybody's got Siri. It's built into the apple os. On, on iPhones. You've got an AI companion right in your pocket. And obviously Alexa. That's the original Alexa there. I think that's about, maybe going on 10 years when you say Alexa and, and she's doing your bidding, whether turning on your lights or telling you the weather, Siri, Google Assistant Alexa, they're all powered by AI to interpret and respond to voice commands.

it's been there longer than people realize. in our inbox, right? Here's a screenshot of Outlook, the focused inbox. I'm sure a lot of you that use Outlook have seen that, or I forget what I think Google's is called something, a little bit different, but it's AI reading our messages, trying to.

Determine what are the most important messages, filtering out spam and junk. That's another example where using AI for quite a while is to monitor security systems and to keep email, you know, spam in your inbox. That's, that's AI reading a lot of that. Recognizing people. This is a screenshot from my personal Google photos.

my friends and family are in there, and this is really a cool tool. So with Google Photos, you can, you can set it up so that'll, it'll automatically start to recognize people. You can see some of the people who have names on them or whatever. and it's groups by faces. It does that automatically. The additional thing that you can do that, that is really neat.

for example, I will make a family. Album and I de, I designate when it sees those people it puts pictures into that folder. my mom and dad, get to see their grandkids almost on the fly. As we take pictures. It's processing them, figuring out who the people are, and it's not always people.

You can see there's some cats and dogs, AI will figure out who the people are and obviously the, you know, governments and people are using it for that kind of recognition as well. But you can use it to organize your photos. for me, and a lot of people, AI is part of everyday life I have, my phone set to wake me up we'll look at the weather, see what it is for today. play some news, maybe local if I'm traveling, it might play news from that local city that's artificial intelligence. figuring out my location has changed.

And then, maybe at the end before I get up, it starts to play some music to get my day going. Another area where AI's in our lives, is music. it's been in music for so long. Anybody that uses Pandora, or any of the music services where you put in an artist and then it plays similar artists, that's artificial intelligence.

It's really good at recognizing music genres and playing similar type stuff. I'm into music a lot and, it's been a cool tool to help discover other artists that sound like the artist you already like.

Before I leave, traffic could be horrible. my morning routine traffic is not gonna be great. Where I'm at, Netflix, we all watch a lot of streaming television those profiles learn what we watch and help us.

We think you'll love these or what genre it thinks you wanna watch next. It's usually pretty good. there's a big warning to think about when using artificial intelligence, especially in the insurance industry.

If you work in health or Medicare you're Knowledgeable with HIPAA and, mandates to protect personally identifiable and protected health information. And one of the ways we do that with vendors, technology vendors, pretty much for the topic of this conversation is with the business associate agreement.

it's an agreement to store. Data securely, not, you know, and protect PHI protect PII and, and that is a must if you're gonna put any kind of, of this information into AI systems. And the reason being, when you put information into ai, it's using that information to help the next model of AI become smarter.

It's ingesting that, so you don't wanna use your client's or your personal information. To feed the next generation of artificial intelligence. So it's really important that you partner with a company that will sign a business associate agreement with you most of the time. Let me back up.

One, most of the time, like Microsoft, zoom, Google, all those companies that have, business services like that will sign a business associate agreement with you. But. The caveat being that you really, most of the time have to have a paid account, a free Google account, a free Microsoft account. They're not gonna, they will not let you go through the process to procure that, agreement.

So if you're using those tools and you wanna use ai, if. For things like I'm gonna demonstrate here, coming up, you definitely want a business associate agreement in place. None of this stuff that I'm gonna demonstrate though uses Pa PII or PHI. It's just gonna be general information, but if you would wanna use it for that and just as a safeguard, business associate agreement, always the safest way to go.

So before the example, and this is kind of something that I expanded on, from the conference presentation that we did, was. The, some of the different models, obviously people, chat, GPT kinda the first one out of the gate. GPT generative, pre-trained transformer. I didn't know what it meant till today, but, that's what it means.

it was one of the first ones. It's great at assisting with, creativity, structured outputs, code explanations if you do software coding Writing, editing emails, that kind of thing. it's good with, with that kind of stuff. so Chet PT kind of the, you know, the flagship from OpenAI, and one of the, the big, leading. Drivers in AI technology. Grok is one that I find myself using a lot. I download the Grok app on my phone, reasoning Coding. And what I really use it for is realtime citation backed answers.

It is really quick and really good at giving just a quick research answer on, whatever it, whatever you can think of that it could be. and that's the AI chat bot. That's like Twitter X AI's. AI appeals to those cutting edge ai, and integrates with a lot of different technology, it's good for everyday use and fact backed answers.

The other major player is Google's Gemini. if you're using Google Workspace for email, for your documents, you're using Google Docs, all the sheets and all those different things that Google has, then Gemini integrates into all of those.

You can query Gemini to search across your Google Drive, query information query multiple spreadsheets It is pretty amazing. the integration, was one of the first I used in that capacity.

it works really great. it's super fast. even you just go and ask regular questions. It searches the web super quickly to compile a bunch of different resources and then come back with some really great answer. So, you know, Gemini's great on its own. If you use, Google Services, then it definitely is a huge benefit to that.

the last one I'll talk about is u.com. And u.com isn't necessarily an AI model on its own, but it's kind of a service that accesses all the different AI models. So you, you can use it for free and access, a couple advanced models, a few searches a day, but for. A paid account for a year or whatever.

you have access to every model, GPT-4, Claude Gemini, everyone you can think of. They're all listed there. Now, I, I don't necessarily know on a day in and day out basis which one is the best for whatever. So one of the tools that I like to use on you.com is. If you can see this little search, box here, there's an auto feature.

And so based on the complexity of your question, it's gonna determine what the best AI model is to use a complex question. may use GT five something simple. may go to Gemini. it's really good at kind of determining the best way to go. And if you don't know, which it's hard to know on a day to day out basis.

You know which one to use. for the example here, I'm gonna use you.com, my paid account, which lets me upload a, a few more PDFs than say like a, a Microsoft 365 built in AI into your windows. That may, I think it only lets you up do three or four or something like that.

I took nine. PDFs of carrier. single premium whole life plans. And these are the underwriting guides for these nine different carrier products. In total, there's 103 pages of, information about these plans that an agent would, you know, sit down and learn and possibly go through with a client.

So what I'm gonna do is take all those PDFs, I've taken them, and if you see over on the right side, those are kind of some of the content that it's gonna search through to answer my question. you can see in the middle I could upload from my computer and that that was the process I did to get these in.

Or if I had OneDrive or Google Drive, I can connect and pull documents in automatically. So it, it really functions in the way, a lot of way that the Gemini does out of the box where it will link to Microsoft Drive or Google Drive. you can also see it says ADD links.

if I had specific website links I wanted it to reference I could put those in there as well. hit save and close, then put in our prompt. our prompt is what conditions are automatic declines for each product? it's gonna look at nine sources attached which are those nine PDFs I loaded

Then it starts its work. this took 25, 30 seconds total it's going through, each document. extracting the automatic decline conditions from Baltimore Life's Secure Solutions, single premium, whole life product. And getting that answer for me.

in addition to searching the PDFs, I uploaded it, also went on a, went out on the internet and went to Baltimore life. It went to these carrier sites and other sites that have information on these plans to kind of aggregate that into the answer. then we get our results.

it put together this nice chart of each product and carrier. automatic decline list if they have one, and key decline triggers if they list them. So, you know, it looks great. One thing that I would, caution with all answers that AI gives you is to go back. Trust it, but verify it.

Right? So I would go back into that national Western underwriting guide and just confirm that major heart and lung disease and uncontrolled blood pressure are actual declines. it can help you get information quickly and get a question asked, answered, but you definitely wanna verify it after there's.

hallucinations. I've asked questions where I knew the answer was wrong you have to correct it sometimes. So always check trust with verify. Here's another example, similar kind of thing where we take a, Geiser Gold Health Plan, Medicare Advantage, plan guide, and ask a similar question

I got these questions from, our office. Case managers who, you know, work, work with these things and they help me gimme some ideas for this. the prompt was, show me which plans offer a Part B buyback and how much, probably a common question that a Medicare sales salesperson would get, I would assume.

pretty quickly it pops up with the heritage HMO plan buyback offered. Buyback amount, $43 per month. then gives a description pulled from that PDF. trust but verify. flip through to confirm, but if you're doing research and, trying to learn products, this is a, you know, way to get a lot of information quickly.

you can continue to question that too, just 'cause you know, you've asked this one question either on this or that single premium thing. You can continue to query other things, other questions you might have.

in review, we looked at how AI is part of our daily routines. if you've got a phone you've got AI the HIPAA warning that we all have to, you know, be careful of get a business associate agreement if you are working with a vendor that you're gonna share PHI or PII with.

We looked at the different AI models, GPT, Gemini, and u.com, which, not a model per se, but a, a great tool to access all the models. We looked at how you can ask questions from your documents and how AI kind of functions to do some research like that. And hopefully, if anything, I mean something that I've always been in my life.

Researcher, when the internet came out, I thought, this is incredible. I can find so much information so fast, and now it's like on steroids with ai. I think it's cool. It's only gonna get better. I hope that gave you some insight into using ai. Thank you for joining us. Mike, I will let you take over from here.

Sure. I appreciate that. So, a little background for those who weren't able to attend the Medicare Connections Conference. During that presentation, I showed how to help you brainstorm content for a Medicare agent who wanted to start selling. Final expense to their clients. And then after that, I did a high level overview of free programs that are on the web to take care of that content to that copy and develop, that you developed with AI and, put it into the real world.

So at that time, Jim and I had promised a follow up where I did a deep dive into those programs, and that's what we're gonna do now. I did have a quick caveat to that. recently I attended a few different, a couple of webinars and back to back weeks, and they went off the rails the first one was because, the company was. Doing a demo of software that had changed their menu options and the presenters completely got lost. And then the following week, I intended one where it was a software release that used open AI and open AI went down so. Basically what I'm trying to say is I wanted to make sure that nothing went wrong for us today during this, so I prerecorded the screen share, walkthrough we're about to see.

So that's why I think it was a good idea, Mike, I Thought about planning the change, how I did this presentation live. you gave me those examples and I was like, too many possibilities for error Better received than, sorry.

I'm gonna hit play. here we go.

Today we're going to cover three online tools, MailChimp, Canva, and Calendly. Now these are the three tools that we covered during the Medicare Connections Conference, and we'll be going over the same scenario, but this time. More in depth than we did before. And also just wanted to let you know that this is part of a larger video series that I'm doing over on LinkedIn in which we'll be covering, 12 free tech tools, for small businesses.

please check that out After the webinar is over, we will be sending out a copy of the recording out to everybody who had registered. so don't try to, follow step by step. take notes and at the end we will have time for you to ask any questions and, we'll try to answer them.

feel free to contact me on LinkedIn and, ask me any questions there as well. We'll start today by going over MailChimp. MailChimp is an email marketing platform many of you have probably heard about, especially if you've ever listened to any podcast it has a free tier You can load 500 contacts and send 1000 emails per month. like a lot of the software we're going to review, today, and in that video series I mentioned before, it has a free tier and then premium tier above that if you need more than just those a thousand emails per month.

Out of curiosity, how many of you do email marketing? answer the poll question that just popped up, and maybe at the end we'll go over some of these answers. All right, we'll first head to MailChimp's homepage, and sign up for a free trial. hopefully you have a password manager like LastPass that will make storing all the usernames and passwords during the signup process much easier.

if you don't, I recommend you sign up for LastPass or Bit Warden. please don't use pen and paper anymore. MailChimp's gonna be a little bit unique as far as signing up. A process because it asks questions about your business so that it understands what kind of business you are, what your logos are, what your branding is, because that all comes into play when it comes to marketing, MailChimp is a marketing platform.

It does more than just email marketing. It also does SMS and a few other things. the more effort you put into it, the more you're going to get out of it. The first thing we're going to do with MailChimp is dive right into making an email that we're gonna send out to our clients.

we're going to start by looking at some email templates there's not going to be any template that's exactly what you want. so whichever one we choose, we're going to have to modify it to suit our needs. at the top of the screen you can filter the templates, by different categories to narrow down your search If we jump into this one, for instance, it has kind of a upbeat, healthy feel, but. You know, if we're Medicare, maybe that's not what we want. maybe we want something more, homey, relaxed, inviting, the nice thing, is you can change the colors, the images, most of the.

Template itself. what you're looking for is the structure, how the images and words are laid out, because you're going to be able to change all of that yourself. So we'll go ahead and jump into this template. Let's start by changing the background. Now, forewarning, I'm not very artistic, so the colors I'm gonna choose are going to probably anchor some people, so I apologize.

you can choose any pre-made colors in the palette below. it's very simple, but you can also go with gradients. You can choose a very custom color as well. So you can see here, I can choose. Any hyper-specific color you can also see what it looks like on mobile, flip between desktop and mobile view.

if I wanna look at the text, change the size of the text, I can change the, position of the layout. So you can see right now everything is center justified. If I want to move it over so that it's left justified, I can change it. So it's bold. If you've worked with. Microsoft Word before, these options should look familiar if you look through the entire page, you can get an idea of how you want it to look and feel. So since this is, gonna be sent out to Medicare customers, you might wanna make the font a little bit bigger than, what it defaults to. You can even change design elements like, borders and dividers.

right now, I am changing the thickness of this element, so that it, is a little bit more distinctive. At the Medicare Connections Conference, the presentation that Jim and I gave, part of that, I showed how you could use chat GPT to give you some help coming up with text for a marketing email, regarding final expense.

I have that email with me right now, and we're gonna start to use that in the MailChimp email. Anything you get from ai, you need to make sure you don't just copy verbatim You wanna make sure it.

Has your voice that anything you send out sounds like you. also you wanna make sure it's accurate, that the words sent on your behalf are accurate. when it comes to updating, the email with the text, simple copy and paste, and as you can see, I'm just highlighting control C.

Control V. It's that easy. once you copy and paste something, like I'm copying this bulleted list. When I go back over to MailChimp and paste that in, you'll see that it might not understand the, formatting from what you're taking from to what you're pacing into. So now I'm going to manually make that change.

Now, if you're familiar with Microsoft Word, You know how to modify a document, make a bulleted list. This works the same way. at the top of the screen all the different, formatting options are there, bold, italics, underline, create a bulleted list. indent, center justified left right.

makes it easy when you're modifying, text here Putting in text is pretty easy, after we spend some time on this. Then the next part would obviously be to go through all of the images on here and up the update those to our own images. To do that, we're gonna use Canva.

Canva is, you know, widely known, very popular image editing platform, plus also video and audio. There's a lot of stock photos, video, clip art, all kinds of things that you'll be able to use to create the elements that we need for this email. And, including, there's AI capabilities that allows you to generate a lot of stuff.

It's free, but there is also, some premium content if you need it. So let's dive in. I'm gonna skip the signed up process for Canva 'cause it's pretty simple, but also I already have my own account that I pay for 'cause I love it that much. now we are going to first go over creating a logo, using some ai, but also then I'm going to do some heavy editing with it because that will allow me to show you the nuts and bolts

Editing piece works. first it'll ask us what do we want to design today? I'm gonna type in, a explanation just using plain language, and we'll get, some results from that. Now you gotta be careful with any image, that you generate with AI just because of the fact that depending on how you may want to use it later on.

In the course of your business, it may be limited. Just if you ever wanted to take this logo, give it to a, graphic designer and expect them to pick apart all the pieces It's not a vector image,

I have graphic designers like Jim, who went to college for this this is kind of a flat. Image so it isn't, individual pieces. So if, for instance, the Shield, I wanted to do anything with that, I would actually have to like cut it out individually and you'll see, in a little bit how I'm going to play around with some of the elements as I move forward.

don't be afraid to. go back, ask it again, ask it in a different way. A big part of using AI, not just in image generation, but in anything, is knowing how to ask questions, how to prompt it. anytime you're working with letters.

AI image generation has gotten better with letters, than it used to be, but it is still somewhat in its infancy. So, as I, got results here on the screen it's pretty good. but don't expect that if you tell it to put in, The word insurance services that it's going to definitely a hundred percent of the time, give you the words insurance services.

Sometimes it's going to put in something that looks like a squiggly, word that kinda looks like the word services but isn't. it's free. You're getting what you're paying for. If you want something excellent, hire a real graphic designer. but. Anyways, like I said, I'm using this as an example so I can show you how these tools work.

So let's, keep going. when Canva generates something, through ai, it can only be designed in a few sizes. we're gonna create a new design with a very specific set of dimensions, and I'm gonna make sure that those dimensions match the dimensions of the header in MailChimp.

Once again, I'm gonna use natural language to give the AI prompt the information I need for the logo I want, and in a few moments it gives me, four different results. Not really thrilled about any of 'em. you can choose different styles of results, like charcoal, artistic, dreamy, it's not the style I don't like, it's the image. So I'm gonna change up some of the wording so that I get something different. next set of results, I'm more happy with. I'll choose one and go from there. let's dive into the nuts and bolts like I talked about before.

first thing I want to show you is you can, Resize the image. you can stretch pull, you can crop very easily. Now, you'll see one of the problems that I've run into with resizing, the image is the AI image is a different size than the image that I need for the logo at the top of the screen.

So that's why you have the white edge at the sides. So now I'm going to get rid of the background by using the background removal tool, then center the image using the red lines. I don't know if you've noticed that after I've removed the background, I'm going to add in a different background color to the entire,

Picture you can choose one of the standard colors, but you can also use in gradients and choose, which way the gradients go, the beginning and end color. You have a lot of options Now, I don't like the amount of space between the letters and the eagle, I'm gonna make three copies of the logo turn it into three separate, objects, and squish 'em together, by cropping them. So if you're wondering what I'm doing right now, that's part of that thing I was talking about earlier about. The logos created by AI generation not being vector images.

So here I am cutting it into three separate items and then I'm going to group it back together at the end. Next, I'm gonna use that large collection of stock, graphics that Canvas gives you to find some wreaths that I can put around the eagle. Now you'll see that I have a little bit of trial and error here as I try out different wreaths and combinations.

The nice thing about items in the elements. side of Canva is that if it's not an actual photo, it is more of a, clip art element. You can change the color which I've done here to match the eagle. an eagle is pretty patriotic, but I think we need to step it up a level.

So let's throw in an American flag. it. Needs to match, the color of the rest of the logo. So I'm gonna first change the colors and then I'm going to change the layers. the American flag is layered above the logo, and I'm going to change the layer so that it goes behind the other elements and goes behind it.

I'll create a copy of that first. American flag and then I'll flip it on its, axis. You can flip things horizontally or vertically. I'm just doing this as an example to show some basic things you can do in Canva if you play around with Canva you'll use these tools often.

So we'll go back to MailChimp, choose the location. select the file we've downloaded it, and then we may need to do a little bit of resizing, some cropping of the image inside of MailChimp just to make sure it, fits perfectly. once we have that in, we can move on to the other images.

There's a few ways we can get the images we want. we can tackle this problem. I like to look at the different templates Canva has available, to get an idea of good, design elements. you might come into their templates, do a search for insurance, Medicare,

Elderly for family, whatever you might want to use. look at some of those templates. I'm gonna dive into one for life insurance. I can click on, images and videos now with video, we're not gonna use that in the email, but if you ever needed to create anything with video, Canva does have a lot of.

I wouldn't say it's very powerful as far as editing video, but it does have a lot of capabilities. in addition to images videos and graphics, Canva has all kinds of different, fonts available. and, you know, almost kind of reminds you of word art, How do you currently make your marketing pieces? do any of you use Microsoft Word to make your mail pieces? answer the poll question we'll review that later let's jump back to Canva and you'll see that I've grabbed an image that I think is gonna work well for our target audience.

any image or video or audio that you use from Canva, you need to alter it in some way in order to use it and to actually download it. So you can't just take this photo as is and then use it in your MailChimp email. You have to add text to it, you need to crop it, you need to alter it somehow.

So we're going to go ahead and add text to it because, I think that'll look good in the email that we send out to our clients. I'm also going to create a few other, images that we're gonna use inside of the email campaign as well. As long as I'm in here, I wanted to get a photo that shows, the entire family together.

I'm getting self-conscious about some texts I'm adding to these photos they sound kind of cheesy, so hopefully you and with help of chat, GPT can come up with something better than I've done. And, then once we have the images we head back to MailChimp.

add them This time, we don't have to worry about scaling or, cropping or anything else like that. this time is pretty much just, drop it right in and it's going to to work. And that's because of how the page is laid out.

The last thing in this email I need to change is the button at the bottom that says View look book. let's change that to connect with me so somebody can actually book an appointment. how do your clients currently book appointments with you?

final poll question. answer that. we'll go over the results later Calendly is the less tool that we're gonna be reviewing today, and that's the tool that will allow our clients to book, appointments with us using this, links that we embed inside the email that we send out.

Calendly acts as a virtual online assistant. It integrates with. Gmail, it integrates with Microsoft Outlook. it does have a free, plan. that's pretty limited, but, it can definitely work for people who just have one type of appointment that they wanna offer up to their clients. And like I said, it integrates with your, email so that it's going to allow.

Your clients to look at your calendar and book, you know, just very specific times and let them book directly. They don't have to contact you, they don't have to contact your, you know, executive assistant, your admin, anybody in your office. They can just do it themselves.

Saves a lot of time and effort. Makes it super easy I'm gonna skip the signup process 'cause it's simple and get right to the good stuff. Let's set up our weekly hours when we're available for in-office appointments. Let's start with that. Now we're gonna be able to set up in this scenario that we're gonna be offering office hours on Tuesdays and Thursdays.

from nine 30 to 1130 on Tuesdays, and then again on Tuesdays from two to 3 45 on Thursdays from nine to 1145. There's also the. Option to put date specific availability onto our calendar. here we're putting the 20th as a day. not during the normal, hours that somebody can book us, but that we still want them to be able to book us just on that specific day when you set up the integration with your calendar, it's easy to just click on the, Menu item there and follow the instructions. But there is a little checkbox there for sync settings. And I like the thing that you can put in a buffer so that you don't end up with back to back meetings.

You can put a few minutes between each one so that you're not, just running from one meeting to the other. I think one of the best parts of the paid version of Calendly is that you have more than, one type of appointment that you can let people schedule with you. So for instance, you could have a 15 minute appointment for phone calls.

a half hour for. In office meetings, and a 45 minute or hour long type for, face-to-face, in-home meetings. And so whenever a client, books one of those, it would on your calendar, book the app appropriate amount of time.

It would only allow it to book that amount of time if you had that amount of time available on your calendar. Now that we've set up our appointment links, we can take that, link go to MailChimp, go to our buttons, where we've said, schedule your free consultation and insert the link.

when the customer receives the email, they open it and see those buttons if they click on that button, it's going to take them right over to Calendly, where they will be able to book that appointment for you, and you'll get a notification.

Inside of Calendly itself, you can also log in there and see when you have appointments, but honestly, it's just gonna be easier for you to go into your own outlook or your Gmail, whichever you use, and look at your calendar, because you're gonna be able to see both the Calendly appointments that were scheduled on your calendar there, as well as anything else you normally have on your calendar, like your normal weekly meetings or anything else that you've scheduled as well.

Now that the email is pretty much finished, the last thing that we gotta do is send it out to the clients. At the top of the page, you'll see the link to send out the email. This is, then where you would put in the subject line, fill that out.

One thing that I would probably recommend to everybody when sending out marketing emails is to do some AB testing. Basically, you send out two emails with. To small groups of your customers. One with one subject line, one with another subject line, see which one performs better, and then send the rest of your clients the email that has the better performing subject line just kind of makes sense.

at the bottom of this page, once we, get through the rest of the steps here to send out email, you're gonna be prompted if you want to send out a test email first. I would definitely suggest doing that if you can send it to somebody else in the company, not just yourself. If you have somebody else that can proofread, your work, it's better to have somebody else look over it than you yourself, and that's the end of it.

We have taken a marketing campaign that was originally created from chat GPT and turned that into a full fledged marketing campaign using MailChimp that sends out the emails. Text the provided by mail Chat, GBT, like I said, inside of the email in MailChimp. And then the graphics provided by Canva, some of them are generated by ai.

And then we're using Calendly to put links inside of that MailChimp email so that we can further automate things by having the clients just click on those links and through automation, get. scheduled and booked onto your calendar without having to do a bunch of phone calls. hopefully you've gotten some insights, but I'm sure some people have questions.

let's open it up to the floor. hey, Mike. One thing I wanted to add, on the Calendly conversation we used Europe. It URL used Calendly for quite a while for Orion team and everybody for that matter in the company. recently we switched to Microsoft Bookings, which is part of the Microsoft Suite.

And it really, it's worked really good for us. It was a pretty big win for our, booking system this year. we were paying for Calendly and then the bookings came out. That's just part of our existing offering with Microsoft. So it really made sense for us to switch over for something that essentially we're kind of paying for already.

So, that's another, it works almost very much the same and even tighter integration into a Microsoft Outlook account than Calendly But they're both great. Yeah, both great. And they bring a lot of information. pretty much all the software. There's going to be a few different competitors out there, and depending on how you want to use it and your skill level, it's definitely worth researching before you sign up for anything.

I know we have a couple of, Questions that got submitted. So we can jump into those if you want. I see. Matthew had asked, would you suggest any AI integration tools or client facing tools to gather information for life insurance or annuities?

I'm not too familiar with that. I don't know if you have any suggestions I think, it's all gonna come from some basic form. maybe where you have value of some AI integration tools might be on the client facing side, maybe for underwriting and things like that.

I think the carriers are gonna come out with a lot of that. But using it to evaluate your client book show me, it's simple reporting, AI can do that where you say, show me, the 10 year terms I sold that are coming up in the next five months you can reach out to those people and, write them a new plan or whatever.

So I think on the front side, I think the carriers are gonna lead with a lot of that AI tool. but I think you, on the backend as an agent can, can look into, your book and, find opportunities with ai. absolutely. I know with, definitely if you have your information in some kind of CRM there's more and more tools being developed by all of the CRMs as far as reporting goes, so yeah, that's definitely true.

Dina had asked. if you find that an AI tool gives you the wrong information, do you tell the tool that it did and provide the correct information? it depends on the AI tool. it, it's funny, I I I, I've worked with, like for instance, Gemini, you know, depending on how I'm, I'm using it, it, it'll tell me something and I'll be like, that's not correct.

And it is almost effusive and it's praise of me for telling it that it's incorrect on something. But yeah, it, it does need that feedback, that it then uses that to help. Teach itself to get better. but I would hope future versions learn from it. for the longest time, you could ask most AI models how many Rs were in the word strawberry.

They would all come back and say, there were only two Rs. Clearly there's three. that was something and I do a lot of work on vehicles and cars I've used it for researching how to fix things I'm like, well, no, that car's definitely not made there.

oh, you're right, you're right. We're so sorry. it's definitely improving. Every day you'll hear, press releases from all the AI companies every time they do a major release, but just. In addition to that, there's, the neural networks are constantly learning from each other.

I have a screenshot from a Google search, there's now Gemini results right at the top, and it was just, I, for whatever reason, was wondering if, Mary Todd Lincoln remarried after what happened to Abe. And in the actual response it said yes.

Mary Todd Lincoln remarried. No, she never remarried after the assessment, like right in one like sentence, and I'm like, wow, that's definitely not correct. And then I was gonna show it to somebody else and I, it was three days later and I did the search again, and it had corrected itself. it is learning constantly.

So, you can tell it right inside of it, let's see if there's any other questions Dina asked if you want to help, fix her transmission. Jim. it's great for troubleshooting. I know AI or YouTube will get me into.

Trouble enough to figure out if I can handle it or not, It would be a good prompt to have. can an amateur, transmission expert fix it? Thanks for the questions. Appreciate those I think that's it, right, Mike?

if anybody has any more details about anything we covered today feel free to reach out to us. we're always here to help. we appreciate everybody joining us and, hope everybody has a good, rest of the week.

Thanks a lot, everybody. Have a great day.