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The Rough Notes Company Inc.

Management

    RUNNING A BUSINESS WITH PURPOSE

RUNNING A BUSINESS WITH PURPOSE

LEADERSHIP Six steps to setting goals and executing a plan to achieve them You run your business with purpose—don’t you? What is your purpose? What factors did you consider when establishing it? Is it meaningful in light of today’s business realities? As a leader, have you clearly articulated your purpose to yourself and your employees? Do your words and actions align with your purpose? Creating a purpose isn’t a one-time

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    IT’S TIME TO BREAK OUT!

IT’S TIME TO BREAK OUT!

Winning Strategies Forget “coulda, woulda, shoulda” and take action now Sometimes when I talk to agency owners or producers who are caught in a rut, the image of an amorphous blob springs to mind. I realize that may sound strange, but when they describe not knowing what to do or how to climb out of their rut, I often envision the weird clumps of matter I frequently see floating in

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    WHO IS THE MOST IMPORTANT PERSON IN AN AGENCY?

WHO IS THE MOST IMPORTANT PERSON IN AN AGENCY?

Customer Service Focus It might not be who you think Owners, principals, partners, and producers, all have important roles in an agency. I, however, feel that the most important person handles customer service. Agencies call these folks by different names: account executive, account manager, CSR, or CSA. No matter what the title is, this person is the lifeline of your agency. With advances in technology, the customer service role has

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    THE EMPLOYEE INTERVIEW: A STRATEGY TO POSITION YOU AS THE UNDERCOVER BOSS

THE EMPLOYEE INTERVIEW: A STRATEGY TO POSITION YOU AS THE UNDERCOVER BOSS

Beyond Insurance Use employee interviews to get in touch with the realities of your client’s organization As an agent or broker, you understand the critical importance of risk identification, assessment, mitigation, and transfer. Today you likely employ an array of strategies to evaluate risk, including an analysis of claims, policies, employee manuals, business income worksheets, safety committee minutes, and policies and procedures, as well as training and orientation materials. These

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    CULTURE: THE “X-FACTOR” IN YOUR ABILITY TO GROW YOUR BUSINESS

CULTURE: THE “X-FACTOR” IN YOUR ABILITY TO GROW YOUR BUSINESS

Management By Coaching Creating a solid corporate culture can work for—and not against—your agency and its performance Frustrated with the constraints of corporate life and anxious to build a business of their own, Rob and Trey purchased a small agency in the southwest and said good-bye to their promising careers with a major property/casualty insurer. In their first five years of business, the agency, which we’ll call West Lake Insurance

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