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The Rough Notes Company Inc.

Organizational Profiles

    PASSION, POWER, AND PURPOSE:  VERTAFORE TURNS 50

PASSION, POWER, AND PURPOSE: VERTAFORE TURNS 50

Technology PASSION, POWER, AND PURPOSE:  VERTAFORE TURNS 50 CEO’s fierce dedication to customer service drives company as it works to connect all players in the industry By Elisabeth Boone, CPCU Where were you in 1969? Perhaps you weren’t even born yet, or like me were too young to care about the dawn of insurance automation. A half century ago, the entity that today is known as Vertafore was established in

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    INDEPENDENCE DAY

INDEPENDENCE DAY

INDEPENDENCE DAY Guiding Nationwide agents on their path to independence By Elisabeth Boone, CPCU If you started your agency from scratch, or your lead carrier pulled out of your state, you understand the challenge of acquiring contracts with carriers that can meet your clients’ needs and be reliable, committed partners. You may not have been forced to jump through flaming hoops, but you definitely needed to bring your “A” game

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    CRAWFORD YINGLING INSURANCE

CRAWFORD YINGLING INSURANCE

Looking Back, Looking Ahead CRAWFORD YINGLING INSURANCE With its roots in rural real estate, this Maryland agency is proudly celebrating a century of service to clients in the Baltimore-Washington metropolitan area Having recently marked its 140th anniversary, Rough Notes is celebrating its long track record of supporting the independent agency channel by profiling agencies that have been in business for 100 years or more. In this month’s article, we feature

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    STRENGTH IN MEMBERS

STRENGTH IN MEMBERS

TECHNOLOGY STRENGTH IN MEMBERS NetVU leverages brand refresh and enhanced communication to boost education, networking and channel advocacy By Dave Willis, CPIA Late last year, NetVU—the Network of Vertafore Users—unveiled a refreshed brand identity that association leaders said expressed the synergy between the NetVU users group and Vertafore, which develops insurance management software that the group’s members use. Vertafore software equips and connects various points of the independent agency distribution

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    BY AGENTS, FOR AGENTS

BY AGENTS, FOR AGENTS

TECHNOLOGY BY AGENTS, FOR AGENTS People, passion and future focus help HawkSoft win raves from client management system customers By Dave Willis, CPIA The genesis of HawkSoft dates back to the 1980s when Sean Hawkins, son of HawkSoft President and Chief Executive Officer Paul Hawkins, was in elementary school. Paul recalls, “Sean’s teacher called me and said, ‘Mr. Hawkins, we’ve got a problem with your son.’ I responded, ‘Oh no,

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