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The Rough Notes Company Inc.

Management

    LEADER PRESENCE

LEADER PRESENCE

Management by Coaching The surprising “got to have” qualities that make people want to follow Executive presence has long been acknowledged as a critical factor in a leader’s success, but it remains the mysterious “secret sauce” of leadership. When asked to define leader presence, people typically say, “I can’t define it, but I know it when I see it.” When pressed for a description, the common words you typically hear

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    AVOIDING THE EMPTY CHAIR

AVOIDING THE EMPTY CHAIR

Risk Management Steps your agency can take to prepare for sudden medical emergencies In February of 2002, a group of co-workers were taking a lunchtime walk when suddenly one of them felt faint and collapsed to the ground. Her co-workers had no idea what was wrong, but could tell she was in trouble and called 911 for help. After placing the call, they waited … and waited … and waited,

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    PROCRASTINATION: A LIFE SENTENCE TO PRODUCTIVITY

PROCRASTINATION: A LIFE SENTENCE TO PRODUCTIVITY

Beyond Insurance Keys to take control of your time rather than letting time control you Procrastination is a challenge we have all faced at one point or another. For as long as humans have been around, we have been struggling with delaying or avoiding action on some issue that matters to us. Sometimes we wait because we just don’t care enough about the project, but other times we care a

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    DO YOU HAVE A SYSTEMATIC SALES PROCESS AND THE SUPPORT TEAMS TO REINFORCE IT?

DO YOU HAVE A SYSTEMATIC SALES PROCESS AND THE SUPPORT TEAMS TO REINFORCE IT?

Agency Financial Management Identify your ideal clients and over-deliver on your service promises For your insurance business to thrive, it is imperative to have a standardized sales process that has been proved effective and can be replicated, from obtaining a lead through servicing the client and beyond. As we know, the sales process typically includes prospecting/lead generation, qualifying the prospective client, connecting with the prospective client, providing a solution, closing

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    TIME MANAGEMENT: KEYS TO SUCCESS

TIME MANAGEMENT: KEYS TO SUCCESS

Customer Service Focus Follow these steps to take—and keep—control of your workday You come to work with the best of intentions—you will be efficient, productive, and provide excellent customer service. Eight hours (or likely more) later, you leave work, feeling frazzled and knowing you are further behind than you were when the day began. Developing good time management skills takes a commitment to forming new habits but pays dividends again

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