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The Rough Notes Company Inc.

From The Latest Issue

    EVERYDAY PEOPLE …

EVERYDAY PEOPLE …

AGENCY OF THE MONTH EVERYDAY  PEOPLE … … Doing extraordinary things for clients at this Massachusetts agency By Dennis H. Pillsbury When Berry Insurance, Franklin, Massachusetts, was nominated to appear as our Agency of the Month, President Kaitlyn Pintarich expressed surprise. “We’re just everyday people,” she exclaimed. “All we really do is try to be open and honest with each other and with our clients,” she continued, “and to continuously

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    NETWORK TEAMS UP TO OFFER NEW AGENCY OPPORTUNITIES

NETWORK TEAMS UP TO OFFER NEW AGENCY OPPORTUNITIES

AGENCY PARTNERS NETWORK TEAMS UP TO OFFER NEW AGENCY OPPORTUNITIES Keystone initiative aims to drive independent agency growth and succession options By Dave Willis, CPIA Following a brief slowdown earlier this year, insurance agency merger and acquisition activity has started to rebound. One group poised to contribute to and benefit from sustained growth in such activity is Keystone Agency Investors (KAI). The new endeavor was launched this summer by Keystone

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    NO TIME FOR EXCUSES

NO TIME FOR EXCUSES

YOUNG PROFESSIONALS NO TIME FOR EXCUSES Despite concerns and challenges regarding coronavirus, it’s time to move forward By Christopher W. Cook I liked the Stacked Pickle. Established in 2010, the sports bar owned and operated by former Indianapolis Colts player Gary Brackett soon became a franchise, with multiple locations predominantly in the Indianapolis area. It provided a great atmosphere to watch a sporting event with friends, grab a drink or

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    CAPTIVES FOR COMP

CAPTIVES FOR COMP

CAPTIVES FOR COMP An expert weighs the pros and cons of this strategy and discusses the pandemic’s impact on comp coverage By Elisabeth Boone, CPCU Amid the turmoil brought on by the COVID-19 pandemic, high unemployment, and the murder of George Floyd, businesses continue to seek ways to deal with ongoing and new challenges. One of these is workers comp insurance, and an expert in that field is Frank Pennachio,

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    “GENERALIST BY DESIGN” CONTINUES TO THRIVE

“GENERALIST BY DESIGN” CONTINUES TO THRIVE

LOOKING BACK, LOOKING AHEAD “GENERALIST BY DESIGN” CONTINUES TO THRIVE Fourth generation now leading Southern Maryland agency forward By Dave Willis, CPIA Twenty-some years ago—yes, way back in the 20th century or as it’s also called, the last millennium—Rough Notes magazine featured Edward L. Sanders Insurance Agency on its cover. Since then, the agency has celebrated a number of birthdays, including one that earned it a spot in another elite

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