The Rough Notes Company Inc.

Professional Development YOUR BEST OPPORTUNITY Become an indispensable contributor to your clients’ success By Elisabeth Boone, CPCU “He’s in ‘the sales game.’” That term is often used to describe someone who sells for a living, whether it’s used cars, aluminum siding, or insurance. If indeed selling is a game, says Wayne Allen, it’s important to know what game you’re in. Allen, who identifies himself as a “recovering lawyer,” is chief

The Innovative Workplace By Joy Justus MAKING EMPLOYMENT MORE PROFITABLE Three ways human resources can help employers save money and make money Human resources covers a lot of territory—much of it cluttered with paperwork—but it really does have a precise business purpose. The point of HR is to make employment more profitable, and it does so in three fundamental ways. First, HR protects the organization against employment-related lawsuits and fines;

Acquisition Acumen By Brad Unger CAN WE AFFORD IT? Making acquisitions with other people’s money I’ve spent the better part of my career advising people that the answer to the question “Should we afford it?” is more important than “Can we afford it?” I genuinely stand by this statement. Sure, the sophisticated student of finance might argue that asking “Can we afford it?” is really asking “Does the expected future

Customer Service Focus By Donna Loughran THE FUTURE INSURANCE WORKPLACE IS NOW: WORKING REMOTELY The advantages of implementing a remote-work policy The chance to work at home is regarded as a benefit by many employees, but how much of a benefit depends on the employee’s personality and working style. As communication technology has evolved, many industries have embraced telecommuting. This lets employers be more flexible with employees and support them