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The Rough Notes Company Inc.

Management

    Is your business a well-oiled machine?

Is your business a well-oiled machine?

Like routine car maintenance, don’t put off making any plans, decisions or changes to your agency Many people do not stay on top of their car maintenance schedule. They put off getting their oil changed regularly, do not pay attention to the level of transmission fluids, fix a dent, or are reluctant to take the time to change the headlight that burned out last month. The rationale is often: “If

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    Is it Time to Update Your Agency?

Is it Time to Update Your Agency?

Keep all agency systems and processes current On a regular basis my smartphone, desktop, laptop and iPad all check for updates automatically. These system improvements are designed to optimize operational efficiency and performance, and in many cases enhance security. (Not surprisingly, the app updates never seem to stop—I had 24 pending on my iPhone just this morning!) What strikes me is that the majority of independent agencies are probably past

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