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The Rough Notes Company Inc.

From The Latest Issue

    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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    MURRAY SECURUS TAKES UNIFIED APPROACH TO EMPLOYEE BENEFITS

MURRAY SECURUS TAKES UNIFIED APPROACH TO EMPLOYEE BENEFITS

Offerings support a range of employer activities—from recruitment and retention to employee well-being Employee well-being is a jigsaw puzzle with several big pieces that employers must fit together: health benefits, human resource management, benefit technology, individual retirement planning and wealth management. “Most employers rely on their agents and brokers to provide those services and help them fit the pieces into a comprehensive benefits and human resource management strategy,” says Ryan

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    AAH, THE ACRONYMS: CRM—NOT COUNTRY ROCK MUSICIANS

AAH, THE ACRONYMS: CRM—NOT COUNTRY ROCK MUSICIANS

Hop in the truck—let’s discuss the Certified Risk Manager designation Once again, I could be wrong with my alternative acronym. There just might be some insurance professionals who are country rock musicians. Let me know if you know any. So put some Alabama on the boombox and put your boots on; we’ll start with our recap paragraph because this is how we roll. For over two decades, The National Alliance

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    ACHIEVING SUCCESS IN A TOUGH SPECIALTY

ACHIEVING SUCCESS IN A TOUGH SPECIALTY

A veteran marine broker brings skill and savvy to her demanding field Our Broken Glass series continues with the profile of another woman who has achieved success in the independent agency and brokerage business. This month we learn about the challenges and rewards experienced by veteran marine broker Jacquelyn Neal, who in February of this year joined Integro Insurance Brokers as a principal in the marine practice and is based

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    CYBER LIABILITY: VITAL COVERAGE FOR EVERY CLIENT

CYBER LIABILITY: VITAL COVERAGE FOR EVERY CLIENT

Ransomware, extortion, and social engineering are on the rise—be sureyour clients are protected When advising a client, nothing is more daunting for an insurance professional than trying to explain an insurance concept that is not widely understood. This challenge confronts agents and brokers who need to persuade risk managers and business owners of all sizes to recognize the importance of maintaining effective cyber liability insurance. A good policy will pay

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