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The Rough Notes Company Inc.

Marketing

    LEVERAGE WHAT YOU LOVE

LEVERAGE WHAT YOU LOVE

Five tips for creating a niche market from a personal passion Chances are there’s something you love even more than insurance. Whether you’re a biker, art collector, or baseball fan, you can develop a specialty niche around a passion you pursue in your personal life. And when you merge your personal interests with your professional goals, the resulting sales and infectious energy it generates at your agency can be tremendous.

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    A SOCIAL MEDIA WAKE-UP CALL

A SOCIAL MEDIA WAKE-UP CALL

Tactical Tech Boost your agency’s online presence with visual content-based social networks Marketing is changing the way businesses connect to their audience, and many businesses and agencies use social media as a part of their marketing strategies. While it is commonplace for agencies to have a professional presence on Facebook or LinkedIn, few agencies use Pinterest or Instagram. If your agency isn’t using these networks, your voice could be going

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    YOU SAY YOU WANT A REVOLUTION

YOU SAY YOU WANT A REVOLUTION

Agencies embrace community initiative with heart and action “Pay it forward” … “Thank you for your service” … “Practice random acts of kindness” … we’ve all heard these and similar exhortations, and perhaps we’ve even tried to live by them. In a society where civility seems to take a back seat to being first, best, and loudest, most of us likely would welcome a little kindness. Welcome to The Kindness

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    WHO’S IN YOUR PIPELINE?

WHO’S IN YOUR PIPELINE?

Winning Strategies Follow these steps to identify, target, and write your best prospects In organizing and presenting more than 100 producer training programs with more than 3,000 participants, I’ve recognized a highly predictable “producer’s improvement cycle.” Although I’ve mentioned this topic in previous articles, I believe it merits deeper discussion. To summarize: The cycle starts with an improvement in the conversion rate and then the closing ratio, followed by revenue

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    HOW TECHNOLOGY IS CREATING CHALLENGES AND OPPORTUNITIES FOR INSURANCE AGENTS

HOW TECHNOLOGY IS CREATING CHALLENGES AND OPPORTUNITIES FOR INSURANCE AGENTS

Blasted Myths With competition from carriers and AI, embracing technology can help your agency thrive It seems that every couple of weeks we insurance agents hear about a new threat—whether it’s a multi-billion-dollar company like Walmart or Amazon spreading their tentacles into the industry or a well-funded startup touting artificial intelligence (AI), chatbots, and algorithms that streamline sales and claims handling. Not to mention the carriers themselves, investing in new

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