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The Rough Notes Company Inc.

Management

    TINY TWEAKS

TINY TWEAKS

Management by Coaching Small changes that can make a huge difference In a world where we’re constantly in search of the next big thing, it’s easy to miss the little changes that can have a cumulative and stunning impact on our work, relationships, and ultimate success. Consider this example reported in The New England Journal of Medicine. It turns out that asking people to introduce themselves and describe their function

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    BUILDING A DEAL TEAM

BUILDING A DEAL TEAM

Acquisition Acumen Successful acquisitions depend on a team of experts directed by a strong leader Ever see a Navy captain skipper an aircraft carrier? The captain declares, “We’re going to Tokyo” and the navigator plots a course, the engine room sets the speed, and the hands at the helm most likely belong to an 18-year-old sailor. All the while, cooks feed the crew, doctors treat the ill, and radar and

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    ACCOUNT SERVICING AND THE DOUBLE-EDGED SWORD OF AUTOMATION

ACCOUNT SERVICING AND THE DOUBLE-EDGED SWORD OF AUTOMATION

CUSTOMER SERVICE FOCUS What, when, and how to use it As a 40-year veteran of the insurance industry, it sometimes amuses me to reflect upon the “good old days,” when agency automation involved highly technical terms like typewriter, correction tape, and carbon paper. However, while automation has consumed our drive toward paperless processing, it has become a double-edged sword. Automation can certainly increase productivity; it also can consume enormous amounts

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    IS YOUR TEAM READY TO GROW?

IS YOUR TEAM READY TO GROW?

Agency Financial Management A developed plan and the right people are just a few of the key elements Making the decision to grow your business is a big step that takes a great deal of thinking, a willingness to commit resources, and more than a little courage. It also takes the cooperation and involvement of your management team.Whether your agency is small or large, the people who help you run

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    IS YOUR AGENCY BUILT TO LAST?

IS YOUR AGENCY BUILT TO LAST?

Winning Strategies The seven building blocks of a solid agency foundation You don’t have to be an architectural engineer to know that a building is only as good as its foundation. Just try building a large structure or house on a flimsy foundation and sooner or later, it’s going to collapse! Good construction always starts with a solid foundation. The same applies to agencies. You must begin with a solid

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