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Tools for Virtual Workshops

 

Why should I use these tools and where do they fit into my practice?

Workshops and seminars represent a significant opportunity for the insurance agent and financial professional. They bring in new clients and help you connect with those interested in learning more about what you do and how you can help them. With this list of virtual tools, you’ll be able to promote and conduct workshops virtually through a webinar platform. 

With most of these tools, you’ll be able to customize your event to fit your brand with personalized slides, and share your own face while presenting. Treat these webinars like you would a real-life workshop.

Below, we offer you a list of tools and corresponding resources designed to help you take your workshops into the virtual space.

 

Tool Features List

  Zoom Events and Webinar GoToWebinar Standard Google Workspace Individual

Summary

Easy and affordable. Zoom is one of the more accessible platforms out there, both in terms of cost and ease of use. This includes the Zoom Meeting features. One of the original virtual webinar platforms, it has all the features you need at a low cost of entry, it also includes the GoToMeeting feature. Google Workspace Individual makes it easy to connect and engage with people wherever they are, so you can spend less time on everyday tasks and more time with customers.

Attendees

Up to 500 participants * Up to 500 participants Up to 100 participants

Meeting License Included

X X X
Mobile Apps X X X

Automated Emails

X X  

Custom Registration Pages

X X  

Branding

X X  

Reporting

X X  
Easy Access from Attendees X X X
Cost * $99 monthly or $890 annually * $129 monthly or $1,188 annually $7.99 monthly

*Updated as of March, 2022

 

How do I get registered or buy the tools?

Zoom Webinar         GoToWebinar         Google Workspace

 

Video tutorials of each tool

Zoom Webinar

How to host a Zoom webinar

GoToWebinar

GoToWebinar Video Tutorial Website

Google Workplace

 

Support, FAQs and More

Zoom Webinar

GoToWebinar

Google Workspace

Senior Market Sales® (SMS) compiled this blog to help you save time, make more money and put your practice in a position of distinction. We’ve been at it for more than four decades and have helped countless agents. Reach out if you’re interested in learning about how SMS can help you – a licensed sales consultant is ready to speak with you at 1.800.786.5566.

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