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The Rough Notes Company Inc.

Management

    THE P-C RISK MANAGEMENT PROCESS … THE SOLUTION FOR THE HEALTHCARE CRISIS?

THE P-C RISK MANAGEMENT PROCESS … THE SOLUTION FOR THE HEALTHCARE CRISIS?

Beyond Insurance Use the five-step approach to improve the health and wellness of your employees As you know, the current U.S. healthcare system and the role of the benefits advisor are under fire. Consumers, frustrated with year after year of double-digit rate increases, see themselves feeding a self-serving medical care system that waits for people to get sick and then profits from that illness. From 2005 to 2015, employee contribution

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    TACKLING TOUGH EMPLOYEE TALKS WITH CONFIDENCE

TACKLING TOUGH EMPLOYEE TALKS WITH CONFIDENCE

The Innovative Workplace Use these strategies to foster loyalty and improve performance We all get cold feet when it comes to addressing difficult issues in the workplace. It’s stressful, and you can’t help thinking about all of the ways that a well-meaning conversation could go sideways. You worry about the longer-lasting effects of a damaged work relationship, but know that you must correct problematic work performance or behaviors before they

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    TAKE A GOOD LONG LOOK IN THE MIRROR

TAKE A GOOD LONG LOOK IN THE MIRROR

Advice for independent agencies interested in acquisitions Acquiring another agency may seem easy once you’ve done it five or ten times. You find a great candidate that fits your culture, check the financials, make an offer, complete due diligence, negotiate a contract, and close. See, it’s simple—I just described the basic process in one sentence. Of course, we all know it’s not that simple. There are hundreds of pitfalls—or easy

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    STOP TRYING TO PROVE YOU’RE LIKE EVERYONE ELSE!

STOP TRYING TO PROVE YOU’RE LIKE EVERYONE ELSE!

Winning Strategies Forget the commodity game and focus on differentiation During a recent private Producer Fit program, I experienced one of my world-famous BFOs (Blinding Flashes of the Obvious). It hit me as I spoke to a group of mainly young producers that they probably hear the following repeatedly:  “You guys are all the same.” My BFO: What must you do to stop trying to prove to the world that

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    HOW TO DEAL WITH DIFFICULT CLIENTS

HOW TO DEAL WITH DIFFICULT CLIENTS

Customer Service Focus Tips for handling frequent callers, constant shoppers and more In the insurance industry, we sometimes   encounter difficult clients—those that require more effort and due diligence on our part. Here are some techniques to make these more complex encounters easier to manage. Reinstate me Some clients like to treat the possibility of policy reinstatement as a new billing option. Forgetting to pay a premium may happen occasionally, but

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