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The Rough Notes Company Inc.

General Articles

    AGENT FOR THE FUTURE

AGENT FOR THE FUTURE

AGENT FOR THE FUTURE Excellence in technology, innovation, marketing, community engagement, and customer experience are recognized By Dave Willis, CPIA Customer experience is every-thing to Paradiso Financial &Insurance Services. The Stafford, Connecticut-based agency supports that belief with a range of technologies and processes that drive nearly two dozen annual client touch points. Such focus and engagement, coupled with other cutting-edge initiatives underway at the agency, led to it being named

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    AWARDS, IDEAS MARK SPRING ROUGH NOTES EVENT

AWARDS, IDEAS MARK SPRING ROUGH NOTES EVENT

AWARDS, IDEAS MARK SPRING ROUGH NOTES EVENT Agency leaders recognize the best of the best, share thoughts on emerging industry issues This spring, principals and other independent agency leaders from throughout North America took part in the annual Rough Notes Agency of the Year dinner, Community Service Award presentation, and Rough Notes Agent Editorial Advisory Board meeting. More than three dozen professionals participated in the event, which was held in

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    BREAKING AWAY

BREAKING AWAY

BROKEN GLASS BREAKING AWAY This agency owner chose independence over a captive situation—and never looked back By Elisabeth Boone, CPCU As we know, few of us planned to pursue a career in insurance, and stories abound of the circuitous paths that led us to an industry that we had never contemplated entering. Why did Wendy Ashe, a successful lawyer, decide to leave her practice for a field that had never

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    A MURDER BOARD AND THE MONKEY’S PAW

A MURDER BOARD AND THE MONKEY’S PAW

Public Policy Analysis & Opinion By Kevin P. Hennosy A MURDER BOARD AND THE MONKEY’S PAW NAIC endorses bill to provide a vote for state insurance regulators on FSOC—before reading it On May 2, 2019, the National Association of Insurance Commissioners (NAIC) welcomed and endorsed congressional legislation crafted to establish a state insurance commissioner as a voting member of the Financial Stability Oversight Council (FSOC). One might not find this

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    WHEN THE GOING GETS TOUGH

WHEN THE GOING GETS TOUGH

Broken glass WHEN THE GOING GETS TOUGH Faced with unexpected challenges, this determined agent turned them into opportunities By Elisabeth Boone, CPCU “When the going gets tough, the tough get going.” This statement has been repeated so often that it’s become a cliché. That doesn’t mean, however, that it isn’t fundamentally true. In 1997, when Casie Powell joined Krueger Insurance Management in Newton, Kansas, the plan was for her to

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