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The Rough Notes Company Inc.

Management

    BIG “I”HIRES

BIG “I”HIRES

BIG “I”HIRES The Independent Insurance Agents and Brokers of America offers platform for recruitment and assessment of potential new employees By Christopher W. Cook According to the Independent Insurance Agents and Brokers of America’s (IIABA) 2018 Future One Agency Universe Study, about 45% of its participants responded that their number one concern was the ability to find new talent. After all, I’ve heard time and time again that the insurance

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    THE DECLINED COVERAGE FORM

THE DECLINED COVERAGE FORM

Agency Operations Focus By Dr. Billy R. Williams THE DECLINED COVERAGE FORM An agency’s most important sales and retention tool As an investor in numerous agencies and as a mentor to hundreds more, I am often asked: “If there was only one marketing tool you could use in your agency, what would it be?” Without hesitation—and without fail—my answer is always the same: an e-signature-based declined coverage form. In 15

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    POWERING YOUR BUSINESS FOR GROWTH AND PROFITABILITY

POWERING YOUR BUSINESS FOR GROWTH AND PROFITABILITY

Agency Financial Management By Rick Dennen POWERING YOUR BUSINESS FOR GROWTH AND PROFITABILITY Go beyond “service” to delight your clients and prospects While many articles on increasing your business’s growth and profits cover topics like referrals, acquisitions and targeting new markets and locales—all great strategies for growth—I would like to take a look at some more nuanced methods that can also fuel growth: branding to differentiate, enhancing the client experience,

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    NEED CONTINUING EDUCATION? TAKE A RISK AND TRY SOMETHING NEW

NEED CONTINUING EDUCATION? TAKE A RISK AND TRY SOMETHING NEW

Risk Managers’ Forum By Ruth E. Phillips, CIC, AAI, ACSR, AINS, AIS NEED CONTINUING EDUCATION? TAKE A RISK AND TRY SOMETHING NEW Professional approach recognizes value of education as more than just credits Continuing education. We all need it, but for many of us it becomes a chore. Too many people in the insurance industry look at continuing education as something that they must do rather than something they should

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    TRUSTED RISK ADVISOR®: CONSULTING AND DIAGNOSING RISK WITH AN ERM MODEL

TRUSTED RISK ADVISOR®: CONSULTING AND DIAGNOSING RISK WITH AN ERM MODEL

Beyond Insurance By F. Scott Addis, CPCU, CRA, CBWA, TRA TRUSTED RISK ADVISOR®: CONSULTING AND DIAGNOSING RISK WITH AN ERM MODEL Producers up their game by discovering their WHY, WHAT, and HOW The Trusted Risk Advisor® (TRA) is a newly created certification that is designed to indicate the holder’s professional excellence in consultative and diagnostic sales and enterprise risk management (ERM). “While participating professionals may enter the program with a

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