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The Rough Notes Company Inc.

Management

    VIRTUALIZATION: BECAUSE RELATIONSHIPS MATTER

VIRTUALIZATION: BECAUSE RELATIONSHIPS MATTER

Agencies use virtual team members for back-office tasks to free up time for office professionals to handle customer-facing activities For the past 20 years—probably longer, if you want to be honest—insurance agency employees have been called on to handle larger and larger books of business. Technology made this more feasible, of course, but in some ways has led to a deterioration in the agency-client relationship. How so? More automation reduced

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    PROSPECT RESEARCH EVALUATION PROGRAM (PREP): ADDING DISCIPLINE, STRATEGY, AND ENERGY TO YOUR PROSPECT PIPELINE SYSTEM

PROSPECT RESEARCH EVALUATION PROGRAM (PREP): ADDING DISCIPLINE, STRATEGY, AND ENERGY TO YOUR PROSPECT PIPELINE SYSTEM

Beyond Insurance Turn your raving fans into a high-powered prospecting team As I travel the country meeting with agencyprincipals and producers, I hear a common question: How can our agency implement a disciplined, strategic, energized system to fill our prospect pipeline with qualified opportunities? If you are questioning the desire of a raving fan to accept your offer to enthusiastically and consistently help you with prospect research, identification, and qualification,

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    HOW TO HOLD THE BEST OFFICE HOLIDAY EVENTS THIS YEAR

HOW TO HOLD THE BEST OFFICE HOLIDAY EVENTS THIS YEAR

The Innovative Workplace Party planning tips for a safe and successful celebration season Feeling like Scrooge and saying “Bah humbug” this year to your holiday party? Had a few situations last year where employees enjoyed themselves a little too much and you had to deal with the aftermath? Worried about the extra expense that comes with these parties, not to mention the planning hassles and potential risks and liabilities? Still

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    FUNDING A DEAL

FUNDING A DEAL

Acquisition Acumen It’s important to make sure financing is in place before approaching a potential acquisition target Developing strategy, originating transactions and vetting culture are always hot topics when one is looking to acquire an independent agency. This is all predicated on the fact that you can afford to purchase an agency. When providing a letter of intent or a formal offer letter, potential buyers generally indicate how they intend

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    YES, WE CAN DO THAT—AND HERE’S WHAT WE NEED FROM YOU

YES, WE CAN DO THAT—AND HERE’S WHAT WE NEED FROM YOU

Customer Service Focus Making the client an active participant in effective customer service Independent insurance agents certainly under- stand the importance of effective customer service in maintaining a profitable book of business. As a producer in a small independent insurance agency for the past 30 years, and as someone with ownership interest in an agency for over 15 years, I have always handled both customer service and production responsibilities. In

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