Please set up your API key!

The Rough Notes Company Inc.

Agency of the Month

    BRAND, CULTURE, AND THE POWER OF RELATIONSHIPS

BRAND, CULTURE, AND THE POWER OF RELATIONSHIPS

Agency of the Month BRAND, CULTURE, AND THE POWER OF RELATIONSHIPS FAST-GROWING NEW ENGLAND AGENCY FOCUSES ON COIs By Dennis H. Pillsbury When Matt Naimoli and Zack Gould met, they were friendly competitors at Liberty Mutual, where both were outside sales representatives striving to be the best. As the insurer’s top two agents nationally, they met at company functions for top producers and quickly became fast friends. That led to

Read Full Article
    EXPERIENCE DEFINES SUCCESS

EXPERIENCE DEFINES SUCCESS

Agency of the Month EXPERIENCE DEFINES SUCCESS Experienced employees provide service and know-how to write major commercial accounts There are not many agencies that can boast of a revenue per employee in excess of one million dollars. But that’s the agency that Denise Lloyd has built in Washington, D.C., where D.H. Lloyd & Associates has grown into an agency with a book of gross sales of $7.5 million handled by

Read Full Article
    TURNING ACQUISITIONS UPSIDE DOWN

TURNING ACQUISITIONS UPSIDE DOWN

Agency of the Month TURNING ACQUISITIONS UPSIDE DOWN Model allows sellers to maintain ownership at this fast-growing regional agency “Twenty years ago, our Oklahoma City agency (which 10 years ago became INSURICA) had revenues of about $6 million handled by 75 people,” Mike Ross, president and CEO, reports. “Today, we have revenues exceeding$100 million and 600 employees in 30 offices,” he adds proudly.  “While a lot of the growth has

Read Full Article
    H2H=SUCCESS

H2H=SUCCESS

Agency of the month H2H=SUCCESS Canada agency discovers formula for digital marketing The retention rate is one of the most important measurements in the agency business. And it’s easy to see why. If your agency has a healthy retention rate of 95%, that still means that you need to produce new business equal to 5% of revenues every year just to break even. If the retention rate is lower than

Read Full Article
    A LITTLE HELP FROM A FRIEND…

A LITTLE HELP FROM A FRIEND…

And a lot more from a talented staff at this Michigan agency What do you do when you decide that the insurance company ranks are no longer for you? “I was tired of banging my head on the ceiling,” says Kevin Elliott. “If you followed the wrong person up the ladder at the company, you could end up getting stuck. I decided to go somewhere where my abilities would determine

Read Full Article
1 2 3 6