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The Rough Notes Company Inc.

Marketing

    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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    TOP LEADERS ADHERE TO CORE COMMITMENTS

TOP LEADERS ADHERE TO CORE COMMITMENTS

Winning Strategies Six core commitments to provide clarity and focus for your team There are literally scores of strategies and behaviors that agencies can implement in their quest to achieve great results. However, I’ve found that the greatest results come from focusing on a few selected strategies. The opposite is also true: The more things you chase, the fewer things you catch! With the digital disruption and ongoing commoditization in

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    START WITH WHY—YOUR PURPOSE FOR EXISTENCE

START WITH WHY—YOUR PURPOSE FOR EXISTENCE

Beyond Insurance Discover your why to gain enhanced clarity, purpose, and passion A few months ago, I was introduced to  Simon Sinek and his book Start with Why. Sinek, author, motivational speaker, and marketing consultant, has made the foundation of his work the examination of “WHY”—the exploration of who we are and what inspires us to act. By first asking WHY, there is compelling evidence of how much more we

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