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The Rough Notes Company Inc.

Agency of the Month

    LOVE THEM LIKE FAMILY; TREAT THEM LIKE FAMILY

LOVE THEM LIKE FAMILY; TREAT THEM LIKE FAMILY

Southern California agency makes clients, insurers, employees and community feel special “Some people arrive and make such a beautiful impact on your life, you can barely remember what life was like without them.”—Anna Taylor Most of us have enjoyed that   special moment when we meet someone with whom we have an instant rapport. Almost before we get to know them they are already our best friend. Well, for a lot

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    HOLISTIC APPROACH TO RISK BREEDS SUCCESS

HOLISTIC APPROACH TO RISK BREEDS SUCCESS

Florida agency develops risk topography across personal, professional and enterprise risks What happens when you bring together experienced insurance people and a vision to provide holistic risk management services that cross all lines of business in the personal, commercial, and employee benefits arenas? Well, in the case of Baldwin Krystyn Sherman Partners (BKS), Tampa, Florida, you get a firm that reaches total annual revenue of nearly $24 million in just

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    NEW GENERATIONS, NEW TALENTS, NEW COVERAGES

NEW GENERATIONS, NEW TALENTS, NEW COVERAGES

But service to clients continues to rely on the same values at this fifth-generation Texas agency “Insurance will be the next big industry.” That’s what W. G. Garrett Jr. and L. D. Garrett heard when they mustered out of World War I. But they both had other jobs, working for Captain Schreiner at a general merchandise store in their hometown of Kerrville, Texas. It was one of the first businesses

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    Congratulations SAVA Insurance Group, Inc.

Congratulations SAVA Insurance Group, Inc.

2017 Agency of the Year Congratulations SAVA Insurance Group, Inc. For nearly three decades, remarkable independent agencies have graced the cover of Rough Notes magazine. And each year, one such agency is named the Rough Notes Agency of the Year. We view them as the best of the best—agencies that stand out among the standouts. This year’s Agency of the Year is Waterford, Connecticut-based SAVA Insurance—a woman-owned agency that happens

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    THE SECRET IS CARING

THE SECRET IS CARING

Guided by heart, woman-owned Connecticut agency thrives Nearly twenty years ago, Donna Yother took the game-changing step of purchasing SAVA Insurance from the retiring owner, overturning a tradition of male dominance in insurance agency ownership. But her journey to agency ownership—and preparation for her ownership moment—began more than a decade earlier, when she started working part-time “mom hours” while her children were young. “Technology also allowed us to respond quickly.

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