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The Rough Notes Company Inc.

Management

    ARE YOU BUYER MATERIAL?

ARE YOU BUYER MATERIAL?

Acquisition Acumen By Brad Unger ARE YOU BUYER MATERIAL? Four factors that are driving buyers to the negotiating table Many agencies might not have considered selling in the past, but today’s attractive market has opened their eyes. For some, the time is right and valuation multiples are enticing. Agency owners are looking ahead: What’s the perpetuation plan? Will I get the same value from the business if I hold on

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    YOUR ONLINE FIRST IMPRESSION COUNTS!

YOUR ONLINE FIRST IMPRESSION COUNTS!

Beyond Insurance By Matt O’Neill and April Baker YOUR ONLINE FIRST IMPRESSION COUNTS! Six steps to enhance your digital presence When people talk about first impressions, they immediately think of face-to-face contact. Times have changed, however, and first impressions matter significantly online … especially when it comes to finding new clients. Your digital footprint shows prospects a lot about you—both good and bad. Like it or not, you are being

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    DANGER AHEAD! CERTIFICATE OF INSURANCE REQUESTS

DANGER AHEAD! CERTIFICATE OF INSURANCE REQUESTS

Mind the Gap By Marc McNulty, CIC, CRM DANGER AHEAD! CERTIFICATE OF INSURANCE REQUESTS Carefully vet requests and provide accurate information Previous Mind the Gap columns have addressed specific problematic situations and explained how they can be remedied through insurance-based solutions that “fill in the gaps.” This month we’ll take a different approach and examine how your response to a simple request for a certificate of liability insurance can trigger

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    WINNING THE RACE FOR TALENT—PART TWO

WINNING THE RACE FOR TALENT—PART TWO

Management by Coaching By Kimberly Paterson, CEC WINNING THE RACE FOR TALENT—PART TWO What you need to do now to attract and keep quality people You do everything right. You carefully design your hiring criteria, use the best tools to attract the broadest field of qualified candidates, interview carefully, conduct reference and background checks, and test for cognitive abilities, work skills and desired personality traits. As a result, you’re as

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    FIGHTING THE RISK CULTURE “CREEP”: IS YOUR CLIENT’S ERM BECOMING A TRM?

FIGHTING THE RISK CULTURE “CREEP”: IS YOUR CLIENT’S ERM BECOMING A TRM?

Risk Managers’ Forum By Kyle Drawdy, CIC, ARM FIGHTING THE RISK CULTURE “CREEP”: IS YOUR CLIENT’S ERM BECOMING A TRM? Actions to take if your client’s ERM is trending back toward traditional viewpoints Enterprise risk management (ERM) is a buzzword/concept that has become popular over the last 10 to 15 years and is generally considered to be the most effective way to manage risk. Organizations of all sizes have used

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