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The Rough Notes Company Inc.

Management

    DO YOU HAVE A SYSTEMATIC SALES PROCESS AND THE SUPPORT TEAMS TO REINFORCE IT?

DO YOU HAVE A SYSTEMATIC SALES PROCESS AND THE SUPPORT TEAMS TO REINFORCE IT?

Agency Financial Management Identify your ideal clients and over-deliver on your service promises For your insurance business to thrive, it is imperative to have a standardized sales process that has been proved effective and can be replicated, from obtaining a lead through servicing the client and beyond. As we know, the sales process typically includes prospecting/lead generation, qualifying the prospective client, connecting with the prospective client, providing a solution, closing

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    TIME MANAGEMENT: KEYS TO SUCCESS

TIME MANAGEMENT: KEYS TO SUCCESS

Customer Service Focus Follow these steps to take—and keep—control of your workday You come to work with the best of intentions—you will be efficient, productive, and provide excellent customer service. Eight hours (or likely more) later, you leave work, feeling frazzled and knowing you are further behind than you were when the day began. Developing good time management skills takes a commitment to forming new habits but pays dividends again

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    BUYING IN—IS NOW THE TIME?

BUYING IN—IS NOW THE TIME?

Acquisition Acumen The M&A market is hot, and everything says now’s the time to acquire a business and grow. But is that really the best idea for your firm? Everyone’s doing it. At least that’s the feeling you get when you read the merger and acquisition (M&A) headlines and scroll down the list of recent done deals. The market is dynamic—a flurry, even. This is a fact, with Marsh, Berry

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    WHO’S IN YOUR PIPELINE?

WHO’S IN YOUR PIPELINE?

Winning Strategies Follow these steps to identify, target, and write your best prospects In organizing and presenting more than 100 producer training programs with more than 3,000 participants, I’ve recognized a highly predictable “producer’s improvement cycle.” Although I’ve mentioned this topic in previous articles, I believe it merits deeper discussion. To summarize: The cycle starts with an improvement in the conversion rate and then the closing ratio, followed by revenue

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    EFFECTIVE COMMUNICATION: A MUST FOR RISK MANAGERS

EFFECTIVE COMMUNICATION: A MUST FOR RISK MANAGERS

Risk Managers’ Forum Techniques to avoid communication impasses The professional life of a risk manager is largely about exposure identification and treatment of both downside and upside risk. While some parts of the risk management process are too complex to be spread throughout the organization, there are other areas where all employees can (and should) be asked to contribute their insights and observations. As the contributions made by other employees

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