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The Rough Notes Company Inc.

Management

    WHEN TIMES ARE TOUGH

WHEN TIMES ARE TOUGH

Customer Service Focus By Nicci Keck, CIC, CISR WHEN TIMES ARE TOUGH The importance of staying calm when everything is changing around you Who would’ve thought that, within a matter of just a few short weeks, people everywhere would have their livelihoods, habits, schedules, and way of life altered in such a dramatic way? Those of us who could work from home began to do so. Meanwhile, those we rely

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    PURSUING ONE RATE CALL FOR FIRST-RATE AGENT SERVICE

PURSUING ONE RATE CALL FOR FIRST-RATE AGENT SERVICE

ISO Emerging Issues Perspective By Jason Polayes PURSUING ONE RATE CALL FOR FIRST-RATE AGENT SERVICE Build trust with your clients by eliminating second rate calls The imperative to deliver a good customer experience is pressing into every corner of the business-to-consumer world, a product of high expectations set by online behemoths, including those in retail and in home lending. But personal lines insurance agents may find there are limits to

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    THE GATEWAY TO THE NEXT LEVEL

THE GATEWAY TO THE NEXT LEVEL

Winning Strategies By Roger Sitkins THE GATEWAY TO THE NEXT LEVEL Go shallow and be average or go deep and be great My experience with agency owners, producers, and other leaders suggests that most of     them want to get to the next level (or at least that’s what they say). We all know, however, saying what you want to do is the easy part; actually doing it is the hard

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    TOP CYBER THREATS FACING INDEPENDENT INSURANCE AGENCIES

TOP CYBER THREATS FACING INDEPENDENT INSURANCE AGENCIES

TOP CYBER THREATS FACING INDEPENDENT INSURANCE AGENCIES While threats have become more sophisticated, so have the tools for fighting back By Jason Gobbel A guy walks into a bar, orders a bourbon on the rocks, turns to his buddy and says, “Did you hear about the agency CFO who just wired $49,000 to some crook in Croatia?” Sounds like the start of a good joke, but it’s no joke. I

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    THE LOYAL CUSTOMER

THE LOYAL CUSTOMER

Tactical Tech By Chris Paradiso THE LOYAL CUSTOMER Three ways existing clients can help grow your agency If you are an agency owner like me, your main goal is to expand and grow your business. The challenge, as we all know, is that generating new business is expensive. But the good news is that technology exists today that allows your existing clients to help grow your business. Growing an agency

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