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The Rough Notes Company Inc.

Management

    TECHNOLOGY ENHANCES CLIENT RELATIONSHIPS

TECHNOLOGY ENHANCES CLIENT RELATIONSHIPS

TechKnowFile TECHNOLOGY ENHANCES CLIENT RELATIONSHIPS Customer service and technology work hand in hand to serve clients As customers seek out tailored policies from insurers and expect quick turnarounds, agencies need experts, not data processors. Clients need to know that the agency team not only is knowledgeable about coverages but also is committed to communicating clearly and consistently. A strong commitment to communication helps agencies build trust among clients and ensure

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    DEALING WITH DIFFICULT PEOPLE

DEALING WITH DIFFICULT PEOPLE

Customer Service Focus DEALING WITH DIFFICULT PEOPLE Understanding “where they come from” personality-wise You may have heard the expression “It takes all kinds to make the world go around.” But at this point in your life, you may be wondering if quite so many kinds are really necessary. You’ve probably found that you like some people better than others. Ever wonder why that is? Sometimes it may be the result

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    DIGITAL DISRUPTION: ARE YOU READY?

DIGITAL DISRUPTION: ARE YOU READY?

Agency Financial Management DIGITAL DISRUPTION: ARE YOU READY? How MGAs, MGUs, program administrators and wholesalers can get—and stay—in the game Digital disruption is a hot topic in the news—as well it should be. When new digital technologies dramatically impact the business models and value propositions of existing goods and services—think taxi service, travel agents and brick-and-mortar retail establishments—it is time for businesses to sit up, take notice, and ask the

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    WHAT’S IN YOUR SALES PLAYBOOK?

WHAT’S IN YOUR SALES PLAYBOOK?

Winning Strategies WHAT’S IN YOUR SALES PLAYBOOK? How to hold yourself and your producers accountable We’ve been doing a lot of research and improving our programs that address what creates great producers and what it takes to cultivate million-dollar producers. It seems that every agency and most producers want to increase their sales. At least that’s what they say. However, the recurring disconnect between what they say and what they

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THE GOLDEN RULE IN BUSINESS

THE GOLDEN RULE IN BUSINESS Tips for creating a high-performance culture By Greg Thompson, CPCU, ARM, CPL Specialty insurance firms obviously require people with technical expertise and practical experience. But in my experience, this is not enough. A successful business must develop a culture that breeds success. Culture is the DNA of an organization. It is how a set of core values helps build effective and consistent relationships that are

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