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The Rough Notes Company Inc.

Management

    QUANTIFYING RISK

QUANTIFYING RISK

QUANTIFYING RISK Assessment tool helps drive risk profile improvement By Dave Willis, CPIA More than a decade ago, Scott Addis, CPCU, CRA, CBWA, TRA, had the opportunity to speak at an executive leaders forum about the state of the insurance industry. The audience consisted of 120 or so middle-market chief financial officers from a broad cross-section of business verticals. Before his presentation, Addis had “pre-asked” attendees to answer two questions.

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    LEADING WITH COMP

LEADING WITH COMP

LEADING WITH COMP Open the door to great prospects by becoming an expert in workers comp By Elisabeth Boone, CPCU Let’s have a show of hands: Who enjoys prospecting? That’s what I thought. Prospecting for new clients can be stressful, tedious, and often unproductive. Even seasoned agents and brokers undertake this task with a sigh of resignation if not a shudder of dread. Fear of rejection looms large; and, firm

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MENTAL HEALTH IN THE WORKPLACE

Benefits Products & Services By Thomas A. McCoy, CLU MENTAL HEALTH IN THE WORKPLACE Unum research highlights the need and the challenges You would think that mental health in the workplace would be a front-burner discussion topic among business owners and HR professionals. Research by the National Association on Mental Illness indicates that mental health conditions are responsible for 62% of employees’ missed work days. Unfortunately, mental health is the

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    AGENCIES’ FUTURE IS IN DIGITAL INNOVATION

AGENCIES’ FUTURE IS IN DIGITAL INNOVATION

To The Point By Mike Ferber AGENCIES’ FUTURE IS IN DIGITAL INNOVATION Adopting the right technologies can enhance agents’ value, drive growth Digital technologies have promised greater efficiency to every industry, and they also have compelling benefits for insurance agencies: Innovation can enhance agents’ value to insurers and customers, drive agency efficiency and enable future growth. Innovation is more than just buying and plugging in new tools. Successful agencies will

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    GOAL SETTING FOR A PRODUCTIVE AND MEANINGFUL 2020

GOAL SETTING FOR A PRODUCTIVE AND MEANINGFUL 2020

Beyond Insurance By F. Scott Addis, CPCU, CRA, CBWA, TRA GOAL SETTING FOR A PRODUCTIVE AND MEANINGFUL 2020 Achieve successful outcomes by setting SMART goals To hit the ground running in 2020, setting goals is essential. Goals are the roadmap for your life. They tell you where you are going and give you a path to get there. They may even warn you of any danger that lies ahead. Goals

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