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The Rough Notes Company Inc.

Management

    TAKE A GOOD LONG LOOK IN THE MIRROR

TAKE A GOOD LONG LOOK IN THE MIRROR

Advice for independent agencies interested in acquisitions Acquiring another agency may seem easy once you’ve done it five or ten times. You find a great candidate that fits your culture, check the financials, make an offer, complete due diligence, negotiate a contract, and close. See, it’s simple—I just described the basic process in one sentence. Of course, we all know it’s not that simple. There are hundreds of pitfalls—or easy

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    STOP TRYING TO PROVE YOU’RE LIKE EVERYONE ELSE!

STOP TRYING TO PROVE YOU’RE LIKE EVERYONE ELSE!

Winning Strategies Forget the commodity game and focus on differentiation During a recent private Producer Fit program, I experienced one of my world-famous BFOs (Blinding Flashes of the Obvious). It hit me as I spoke to a group of mainly young producers that they probably hear the following repeatedly:  “You guys are all the same.” My BFO: What must you do to stop trying to prove to the world that

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    HOW TO DEAL WITH DIFFICULT CLIENTS

HOW TO DEAL WITH DIFFICULT CLIENTS

Customer Service Focus Tips for handling frequent callers, constant shoppers and more In the insurance industry, we sometimes   encounter difficult clients—those that require more effort and due diligence on our part. Here are some techniques to make these more complex encounters easier to manage. Reinstate me Some clients like to treat the possibility of policy reinstatement as a new billing option. Forgetting to pay a premium may happen occasionally, but

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    BRACING YOUR TEAM FOR BAD WEATHER

BRACING YOUR TEAM FOR BAD WEATHER

The Innovative Workplace Shelter your employees and business with a well-thought-out inclement weather plan This year has already had its share of bad weather, including heavy rains, floods, strong winds and fires.  Winter is coming, and for many parts of the country it means harsher weather is heading our way. Bad weather conditions impact employee productivity in so many ways, from commuting hazard, and school closures creating childcare issues to

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    ENSURE THE FUTURE OF YOUR AGENCY

ENSURE THE FUTURE OF YOUR AGENCY

Agency Financial Management Are you ready for the next step? What is your exit strategy? Have you given some thought to what comes next regarding your business plans? Insurance agents advise their customers about planning for the future and ensuring their property and health, and that loved ones are adequately protected. You should do the same. Your book of business won’t disappear the day you walk out of the office

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