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The Rough Notes Company Inc.

Agency of the Month

    STAYING YOUNG

STAYING YOUNG

AGENCY OF THE MONTH STAYING YOUNG Venerable Pennsylvania agency plots course for the future As Lancaster, Pennsylvania-based EHD Insurance (formerly Engle-Hambright & Davies, Inc.) approaches its 125th anniversary in 2021, it is justifiably proud of its long history of providing insurance and risk management to the people and businesses in its marketing territory. But being venerable, which according to the Oxford English Dictionary means it is “accorded a great deal

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    ADVANTAGE: BROKER

ADVANTAGE: BROKER

AGENCY OF THE MONTH ADVANTAGE: BROKER Canada agency offers online experience centered on service rather than price By Dennis H. Pillsbury There is a myth about marketing insurance on the Internet: It has to focus on price because the people who look for insurance coverage online are interested solely in shopping for the cheapest policy. But Cornerstone Insurance Services, Prince Albert, Saskatchewan, Canada, has become a myth-buster. They put to

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    LOOKING FOR NEW BUSINESS

LOOKING FOR NEW BUSINESS

Agency of the Month LOOKING FOR NEW BUSINESS Northern Michigan agency turns its sights southward By Jenny Berner When Donald Bartosh established Top O’ Michigan Insurance Agency (TOMIA) in Alpena in 1974, he clearly envisioned an agency that would provide insurance solutions to the people and businesses located in northern Michigan. Today, however, the agency has developed grander plans that include moving into areas outside the state, continuing a steady

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    EMPLOYEE OWNED, CUSTOMER CENTRIC

EMPLOYEE OWNED, CUSTOMER CENTRIC

Agency of the Month EMPLOYEE OWNED, CUSTOMER CENTRIC ESOP assures succession to include members of the 50-plus person extended family By Dennis H. Pillsbury How does Bender Insurance Solutions, Roseville, California, remain independent? That was a question that had to be answered as this Sacramento-area agency doubled in size in five years. “That made succession difficult,” according to President Maggie Bender-Johnson, CIC, MLIS, one of the representatives of the third

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    CREATING CUSTOMERS FOR LIFE

CREATING CUSTOMERS FOR LIFE

AGENCY OF THE MONTH CREATING CUSTOMERS FOR LIFE Alabama agency hits $6.5 million in revenue after three years By Dennis H. Pillsbury In 2015, Steve Nesbitt had just  completed a great year as CEO of one of the largest agencies in the Southeast. He was 56 years old and in his 16th year as CEO of the agency. Steve explains: “Life takes unexpected turns, and leaving that agency was one

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