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The Rough Notes Company Inc.

Management

    AGENTS’ 80/20 PRINCIPLE: FINDING INSURERS THAT POWER GROWTH

AGENTS’ 80/20 PRINCIPLE: FINDING INSURERS THAT POWER GROWTH

ISO Emerging Issues Perspective AGENTS’ 80/20 PRINCIPLE: FINDING INSURERS THAT POWER GROWTH Use the Pareto Principle to identify your top carriers and grow your bottom line Almost 100 years ago, Italian economist   Vilfredo Pareto observed that 20% of the pea pods in his garden produced 80% of the peas. He expanded his view and discerned that this 80/20 distribution was present throughout nature. Pareto went on to note that this

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    KNOWING YOUR CUSTOMERS

KNOWING YOUR CUSTOMERS

Customer Service Focus KNOWING YOUR CUSTOMERS Think about everyone whom you interact with each day As insurance professionals, we take pride in providing exceptional service to our customers. But who exactly are our customers?  Most customer service representatives would say their customers are their current and prospective insurance clients. While this is true, I believe there are many more customers we interact with each day. What about our carriers? Our

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    AGENCY OPERATIONS: KEEPING THE PLATES SPINNING

AGENCY OPERATIONS: KEEPING THE PLATES SPINNING

Techknowfile AGENCY OPERATIONS: KEEPING THE PLATES SPINNING Planning and use of the right tools can help agencies grow As operations manager at a small agency with 22 employees, I wear multiple hats. In my dealings with other agency employees from similar-sized operations, I know I’m not alone. Many of you operate the same way. Among my responsibilities is equipping fellow team members to create a great customer experience. Having the

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    POWER TOOL FOR INDEPENDENT AGENTS

POWER TOOL FOR INDEPENDENT AGENTS

Blasted Myths POWER TOOL FOR INDEPENDENT AGENTS Use this metric to create more promoters and fewer detractors Since co-founding Rocket Referrals five years ago, I’ve met with independent agents across the country. In spite of all the differences among them, one trait they share is competitiveness. You are all super competitive people. Your desire to win, and to keep winning, drives you to put in the work required to be

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    GRACE UNDER PRESSURE

GRACE UNDER PRESSURE

Management by Coaching GRACE UNDER PRESSURE Keeping your cool when the heat is on Steve was close to the breaking point. The new house he and his wife had been building over the past year was three months behind schedule and costs were running 28% over budget. When confronted, all the contractor said was: “That’s normal for new construction.” The office phones hadn’t been working for three days. When clients

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