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The Rough Notes Company Inc.

Management

    IS YOUR AGENCY A LEAKY BUCKET?

IS YOUR AGENCY A LEAKY BUCKET?

Winning Strategies By Roger Sitkins IS YOUR AGENCY A LEAKY BUCKET? Small leaks can become large crises Recently I noticed a roof leak in the covered porch at my vacation home. Even though I knew the roof was in good shape overall, there was some storm damage that needed to be addressed. There were two ways I could deal with it: (1) I could hope it would go away; or

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    PEOPLE, PROGRAMS AND PANDEMICS

PEOPLE, PROGRAMS AND PANDEMICS

PEOPLE, PROGRAMS AND PANDEMICS Program business benefits accentuated in today’s disrupted world By Ray Scotto The Target Markets Program Administrators Association and program business in general entered 2020 riding high and with great expectations. The association’s 2019 October Summit in Scottsdale attracted close to 1,000 program business professionals who came together to explore program opportunities, solidify existing relationships, and form new partnerships for future business development. The State of Program

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    NETWORK TEAMS UP TO OFFER NEW AGENCY OPPORTUNITIES

NETWORK TEAMS UP TO OFFER NEW AGENCY OPPORTUNITIES

AGENCY PARTNERS NETWORK TEAMS UP TO OFFER NEW AGENCY OPPORTUNITIES Keystone initiative aims to drive independent agency growth and succession options By Dave Willis, CPIA Following a brief slowdown earlier this year, insurance agency merger and acquisition activity has started to rebound. One group poised to contribute to and benefit from sustained growth in such activity is Keystone Agency Investors (KAI). The new endeavor was launched this summer by Keystone

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    “GENERALIST BY DESIGN” CONTINUES TO THRIVE

“GENERALIST BY DESIGN” CONTINUES TO THRIVE

LOOKING BACK, LOOKING AHEAD “GENERALIST BY DESIGN” CONTINUES TO THRIVE Fourth generation now leading Southern Maryland agency forward By Dave Willis, CPIA Twenty-some years ago—yes, way back in the 20th century or as it’s also called, the last millennium—Rough Notes magazine featured Edward L. Sanders Insurance Agency on its cover. Since then, the agency has celebrated a number of birthdays, including one that earned it a spot in another elite

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    THE NEW, NEW WORLD

THE NEW, NEW WORLD

THE NEW, NEW WORLD We need to embrace the unfamiliar and capitalize on abundant opportunities By Troy Korsgaden During the Age of Discovery, after Europeans made landfall in what would later be called the Americas, new trade routes brought new power, riches and wealth to the countries of Europe. Suddenly, despite the fact that the new order of things was unfamiliar, opportunities emerged that no one had ever dreamed were

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