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From The Latest Issue

    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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    FLOOD INSURANCE

FLOOD INSURANCE

FLOOD INSURANCE Will the private market be big enough to make a big difference? By Joseph S. Harrington, CPCU We’ve come to a significant milestone in the troubled history of U.S. flood insurance. As of July 1, 2019, real estate lenders seeking to sell mortgages to federally sponsored secondary market agencies (Fannie Mae, Freddie Mac, etc.) are required to accept private flood insurance policies on collateral properties, provided those policies

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    CARING FOR “COMRADES” AND CLIENTS

CARING FOR “COMRADES” AND CLIENTS

PERSONAL LINES FOCUS CARING FOR “COMRADES” AND CLIENTS Successful personal lines marketing recognizes the importance of team members and customers By Dave Willis, CPIA Personal lines marketing involves many approaches. But two agencies—past Rough Notes cover honorees—accentuate the “personal” in how they market. Their tactics formed the foundation for a session they led at this year’s Hawksoft Users Group meeting in Las Vegas. Two key elements, they believe, are caring

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    BEFORE THE BOTS, DE-CLUTTER YOUR SOPS

BEFORE THE BOTS, DE-CLUTTER YOUR SOPS

TECHNOLOGY BEFORE THE BOTS, DE-CLUTTER YOUR SOPS Adding automation to inefficient processes wastes resources By Violet Xu Whether or not your life has been transformed by the Netflix series Tidying Up with Marie Kondo, we can all appreciate Kondo’s message: The Japanese guru of minimalism teaches that unnecessary, unwanted things can hold you back, and when you clear the excess away, your prized possessions—those that “spark joy,” as she famously

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    RUE INSURANCE

RUE INSURANCE

Looking Back, Looking Ahead RUE INSURANCE Fourth-generation agency has served central New Jersey for 102 years and is still going strong Having recently marked its 140th anniversary, Rough Notes is celebrating its long track record of supporting the independent agency channel by profiling agencies that have been in business for 100 years or more. In this month’s article, we feature a firm founded 102 years ago. By Elisabeth Boone, CPCU

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