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The Rough Notes Company Inc.

Management

    THE AGENDA: YOUR GUIDE TO ORGANIZE, ENGAGE, DISCOVER, AND ACTIVELY LISTEN

THE AGENDA: YOUR GUIDE TO ORGANIZE, ENGAGE, DISCOVER, AND ACTIVELY LISTEN

Beyond Insurance By F. Scott Addis, CPCU, CRA, CBWA THE AGENDA: YOUR GUIDE TO ORGANIZE, ENGAGE, DISCOVER, AND ACTIVELY LISTEN Impress your prospect with a blueprint for your first meeting Early in my career I served as an account executive with Johnson & Higgins. Founded in 1845, it was the largest privately held insurance broker in the world before being acquired by Marsh USA in 1997. While the J&H model

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    FILLING THE TALENT GAP

FILLING THE TALENT GAP

ISO Emerging Issues Perspective By Mark V. Anquillare FILLING THE TALENT GAP How to address the impending exodus, improve the customer experience, and enhance job satisfaction Of the 2.5 million people reportedly working in the insurance industry today, it’s expected that about 500,000 of them will retire over the next three years. That’s one out of five individuals who will be leaving the workforce by 2021. This impending shift may

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    THE IMPORTANCE OF A HANDS-ON CEO

THE IMPORTANCE OF A HANDS-ON CEO

TechKnowFile By Colleen Lazanich THE IMPORTANCE OF A HANDS-ON CEO Successful change calls for leadership commitment and engagement Successful change within any organization requires leadership commitment, plain and simple. This certainly is true in our business, especially when it comes to automation. Leaders must drive technology change at their firms. As important, and perhaps more so, leaders need to be involved in implementation for those changes to be successful. Simply

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    A YEAR IN REVIEW

A YEAR IN REVIEW

Customer Service Focus By Brianne Head, CIC, CRIS A YEAR IN REVIEW Outgoing National Alliance Outstanding CSR shares insights As I think about my year as The National Alliance’s Outstanding CSR, and what perspective I might offer based on this experience, my first thought is to recognize the tremendous support I’ve received since winning this special award. My family, friends, colleagues, and other industry professionals have voiced their appreciation and

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    DRUGS AND WORK DON’T MIX

DRUGS AND WORK DON’T MIX

Risk Management By Randy Boss, CRA, CRM, MWCA, SHRM-SCP DRUGS AND WORK DON’T MIX Your clients must implement and enforce firm policies on marijuana use As more states pass laws that allow medical and recreational use of marijuana, employers are faced with a dilemma. Do they continue to test employees for THC, or tetrahydrocannabinol, the chemical responsible for most of marijuana’s psychological effects, or do they maintain a zero-tolerance drug

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