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The Rough Notes Company Inc.

Management

    FACING VIRTUAL CHALLENGES

FACING VIRTUAL CHALLENGES

ISO Emerging Issues Perspectives By Jared Dearth FACING VIRTUAL CHALLENGES Six questions brokers and agents should consider with underwriting-based remote collaboration The COVID-19 pandemic has shined a spotlight on many ways that virtual technology can enable remote collaboration. This is especially true for insurance agents and brokers, who work so closely with their customers. While technology has many advantages, it can also create challenges. Just ask anyone who’s struggled to

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    RUNNING YOUR AGENCY BY DESIGN, NOT DEFAULT

RUNNING YOUR AGENCY BY DESIGN, NOT DEFAULT

Winning Strategies By Roger Sitkins RUNNING YOUR AGENCY BY DESIGN, NOT DEFAULT Get rid of complacency and establish and execute your agency’s way of doing business At a recent weekly accountability meeting, our team was discussing the major changes and challenges COVID-19 has brought not only to our organization, but also to the agencies and individuals we serve. I was complimenting the team on how every member had raised their

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    PLANNING TO REOPEN

PLANNING TO REOPEN

PLANNING TO REOPEN Zywave webinar shares tips for reopening office spaces after COVID-I9 stay-at-home orders end By Christopher W. Cook “Plans are worthless, but planning is everything.” —Dwight Eisenhower In mid-March, stay-at-home orders began to be issued across the country to flatten the curve of the COVID-19 pandemic. Fast forward a few months and it’s time to start gradually reopening businesses in various stages, depending on where you live. More

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    REMOTE HIRING BEST PRACTICES

REMOTE HIRING BEST PRACTICES

REMOTE HIRING BEST PRACTICES When it comes to hiring remote workers, is your agency ready? By Sharon Emek, Ph.D., CIC For a number of years now, the insurance industry has been inching toward remote work, but with plenty of trepidation. Not knowing where to start or how to manage a remote workforce has held plenty of agencies and brokers back. Prior to the pandemic, a study conducted by The Jacobson

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    Storms Brewing

Storms Brewing

Storms Brewing Make sure your clients are hurricane-ready By Dennis P. Mulligan, AIC As we enter the 2020 hurricane season this month, it’s important to make sure your clients have a hurricane preparedness plan in place. Preparation and readiness are key in determining how well someone will weather the storm, so we’ve compiled suggestions to help your clients mitigate damages, keep employees safe, avoid losses, and get back to business

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