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The Rough Notes Company Inc.

Management

    ARE YOU BUYER MATERIAL?

ARE YOU BUYER MATERIAL?

Acquisition Acumen In today’s strong market, four factors are driving buyers to the negotiation table There are many insurance firms that might not have considered selling in the past, but today’s attractive market has opened their eyes. For some, the time is right and valuation multiples are enticing. Agencies are looking ahead: What’s the perpetuation plan, anyway? Will I get the same value from the business if I hold on

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    LEADING A TEAM

LEADING A TEAM

Motivating and managing teams requires people awareness and behavioral dynamics understanding More than a half-century  ago—in 1965, to be exact—researcher Bruce Tuckman published his now-famous theory on group development, which says that development occurs in four distinct stages or phases: Forming, Storming, Norming, and Performing. Over the years, managers and other business leaders have tapped Tuckman’s theory as a practical framework for assessing and driving operational improvement. This past fall,

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    INVEST IN RELATIONSHIPS TO REMAIN COMPETITIVE

INVEST IN RELATIONSHIPS TO REMAIN COMPETITIVE

Blasted Myths Use the personal touch to solidify client relationships To compete with direct writers in today’s market, it’s more important than ever for independent agents to develop and maintain personal relationships with their clients. Let’s start with the obvious. The direct writers have impressive consumer-facing technology, seemingly bottomless marketing budgets, and extremely competitive rates. But that’s nothing new. Many independent agencies have proved in the last decade that they’re

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    THE QUITTER, CAMPER, OR CLIMBER … WHICH ONE ARE YOU?

THE QUITTER, CAMPER, OR CLIMBER … WHICH ONE ARE YOU?

Beyond Insurance What’s your adversity quotient? From the moment your alarm clock goes off in the morning until you drift off to sleep at night, you will face dozens of adversities, ranging from petty annoyances to major setbacks. According to Paul Stoltz, president and CEO of PEAK Learning, Inc., and author of Adversity Quotient, “the realities of today’s entrepreneurial, high-velocity economy demand greater speed, capacity, and capabilities. And everyone faces

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    THE ART OF SUBTLE SELLING IN CUSTOMER SERVICE

THE ART OF SUBTLE SELLING IN CUSTOMER SERVICE

Customer Service Focus Your CSRs are ideally suited for “soft selling” Good customer service can brighten someone’s day and earn a smart agency a fan for life. The best customer service representatives are polite, resourceful, unflappable, and skilled at listening. They solve problems in an efficient and pleasant manner, and everybody wins. These CSRs have a calm temperament and a helpful disposition that puts to good use their deep knowledge

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