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The Rough Notes Company Inc.

Management

    SOLVING THE INEXPERIENCE, CREDIBILITY, AND TRUST PARADOX

SOLVING THE INEXPERIENCE, CREDIBILITY, AND TRUST PARADOX

Beyond Insurance Five key steps to becoming a trusted advisor Earlier this year I had the privilege of presenting a program titled “Competitive Advantage” to 25 or so bright-eyed, ambitious, next-generation leaders at a prestigious insurer’s new agent school. The focus of my talk was how to outrun the “lack of experience” stigma that creates a credibility, trust, and self-confidence issue for new producers. True credibility comes from letting the

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    FOUR PAY ISSUES TO WATCH IN 2018

FOUR PAY ISSUES TO WATCH IN 2018

The Innovative Workplace Employee compensation has always been a hot topic, and this year the temperature will continue to rise. Managing pay can be tricky. Handled incorrectly, pay can create problems for an employer—everything from the inability to attract the right candidates and losing great employees to the competition to presenteeism (employees who are physically in the workplace but not engaged in their work), employee relations issues, compliance audits, and

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    LEARNING FROM THE BEST: PROVIDING WORLD-CLASS CUSTOMER SERVICE AT YOUR AGENCY

LEARNING FROM THE BEST: PROVIDING WORLD-CLASS CUSTOMER SERVICE AT YOUR AGENCY

Customer Service Focus Does Disney-like overmanaging have its place? Jeff Bezos, Amazon chairman and CEO, commenting on the customer experience once said, “We see our customers as invited guests to a party, and we are the hosts. It’s our job every day to make every important aspect of the customer experience a little better.” That’s pretty heady stuff from the CEO of a behemoth organization that interacts with its customers

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    IF I WERE YOUR CEO

IF I WERE YOUR CEO

Winning Strategies The Rules of the Game: Roger’s Top 10 for powering growth, profits, and retention In a recent column, I discussed what I would do if I were an agency sales manager. It got a phenomenal response, prompting a huge number of questions and comments. Although producers weren’t so crazy about it, most sales managers loved it; they said it gave them a blueprint to follow. I also heard

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    INDUSTRY PASSWORD SOLUTION UP AND RUNNING

INDUSTRY PASSWORD SOLUTION UP AND RUNNING

  Four ways you can encourage your carriers to sign up for SignOn Once What would you say are the most-often-used passwords? If you guessed “123456” or “password,” you’re right! Each year, the data security firm SplashData compiles The Worst Passwords List from millions of passwords leaked from data breaches. In 2017, the top four were “123456,” “password,” “12345678” and “qwerty.” The first two have been the “worst” passwords since

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