Web Conferencing and the Insurance Industry

April 2008

Web conferencing, including online meetings and Webinars, has been gaining in popularity over the past few years. These tools have been touted as a way to reduce travel time and expenses by allowing companies to interact with internal and external parties via a Web-based connection. In this article I look at the different uses for this technology and the key issues to consider in buying and using the technology.

by Andrew Berry
Newport Risk Services

Web conferencing is a broad category which includes online meetings, Webinars, Web-based training, and online support. Most of these different tools use the same basic functionality but have been adapted for a particular use. The essence of the technology is the sharing of information via a Web browser. One party is able to present documents or applications to a receiving party via the Web. The presenter controls what the recipient sees. Sharing is usually achieved by the audience being given access to see the information on the presenter or host's computer. The extent of sharing can be limited to a particular document, such as a Power Point presentation, or to a software application the presenter is running. It can often be extended to the entire desktop enabling a remote user to troubleshoot technical problems.

Most Web conferencing technologies allow control of the session to be passed to different users. This allows people in multiple locations to work seamlessly in presenting information at Web meetings or Webinars.

Online Meetings

Online meetings are characterized by two-way communication between the meeting participants. As a result, all participants usually have the same level of functionality. Control of the information can be passed to any participant. All participants typically also have full audio capabilities. Most Web conferencing technologies include a video capability allowing at least the presenter to be visible to the other participants. Video requires the use of a Webcam by the presenter.

This is the basic use of Web conferencing technology. It works best where there are smaller numbers of people involved as you would get in a typical meeting setting. This allows participation by all people attending the meeting. The benefits of online meetings lie in creating a middle ground between an in-person meeting and an audio-only conference call.

Online meetings will never remove the need for in-person meetings, particularly in a relationship-driven business such as insurance. Instead, they are most likely to enhance the level of interaction that can be achieved outside of the in-person meeting. They should be viewed as a tool to improve conference calls rather than to replace meetings. If they ultimately reduce the number of unnecessary or marginal meetings, so much the better, but that shouldn't be the primary aim.

Online meetings can be particularly useful for interactive or “working” meetings, either internally or with outside parties. The ability to collaborate on documents and even white board via the Web can be very powerful. Without the online meeting, this collaboration could only be achieved by physically bringing everyone together. The online meeting allows the collaboration to happen more frequently, almost instantaneously, and at minimal expense.

Webinars

A Webinar is intended for larger audiences, similar to an offline seminar or conference. The majority of the communication is one way, from the presenter to the audience. Attendees have reduced functionality compared to the presenter(s). Typically they cannot be given control of the presentation and are muted for audio. Questions and answers in a Webinar are typed online.

Webinars can be tremendously powerful marketing and educational tools. There is no comparable offline alternative. A traditional seminar imposes time and travel costs on the attendees. Industry conferences also involve travel and time commitments without the ability to control who is invited. The Webinar allows a company to simultaneously reach its clients and prospects in their own working environments, wherever they are. Making a recording available allows them to attend on their own time. With no travel time involved, Webinars are less disruptive for attendees than the offline alternative.

Training and Support

Training modules accommodate both instructor-led classes delivered via the Internet and self-paced courses. Most standard online meeting capabilities will allow a user to deliver training courses online, including recording the class for attendees to take at their leisure. Training modules will provide more custom tools to structure and deliver training courses online.

Support modules use the ability to provide remote access to a user's desktop for technical support purposes. Specific modules in these areas include ticketing of support requests with escalation procedures.

The Players

There are many vendors for Web conferencing, ranging from free solutions aimed at the individual user, to enterprise solutions for the large organization. Any potential buyer of Web conferencing services should conduct their own review of the available products. The following are four of the leading players, each of whom is backed by a leading publicly owned technology company.

The prices of these products are fairly consistent. Monthly subscription fees for the online meeting capabilities are typically in the range of $25-$40 per user and include 10-15 attendees in meetings. Enterprise solutions including Webinar capabilities typically start at $375 per month and include 5-10 user licenses. Most products are also available on a pay-per-use basis, with charges based on the total number of minutes of use across all participants.

Issues To Consider

Before investing in Webinar technology, there are several issues to contemplate, including the following.

Conclusion

Web conferencing is a growing technology and is likely to continue to grow. The commitment of companies such as Microsoft, Cisco, Citrix, and Adobe to this technology is evidence of its potential. The insurance industry, as a relationship business, has not been an early adopter but it is increasingly using Web conferencing. There are plenty of areas for further use. Tech-savvy service providers could embrace the technology to differentiate themselves in both their marketing activities and dealings with clients and business partners.


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