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The Rough Notes Company Inc.

Organizational Profiles

    TALKING TELECOM

TALKING TELECOM

MGA/BROKER FOCUS TALKING TELECOM Specialty MGA places cell tower risks with an A+ admitted carrier By Elisabeth Boone, CPCU Where would you be without your mobile phone? If you’re like most of us, your life would come to an utter standstill. You’d have no access to your contacts, your calendar, and your to-do list. And forget those emails about delicate acquisition negotiations … the photos of your daughter’s first gymnastics

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    DRIVING INNOVATION AND GROWTH

DRIVING INNOVATION AND GROWTH

DRIVING INNOVATION AND GROWTH National network focuses on making a positive impact on the independent agency channel By Dave Willis, CPIA Just over a quarter century ago, SAN Group was entering its second decade of serving independent insurance agencies in northern New England. SIAA was an idea that was starting to germinate, and Matt Masiello, AAI, was readying for his career path, which he thought might involve the marine business

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    SCHAUER GROUP

SCHAUER GROUP

Looking Back, Looking Ahead SCHAUER GROUP Fourth-generation Ohio agency marksI00 years of growth and lays the groundwork for future success 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. This month we feature a firm that is celebrating its centennial this year. By Elisabeth Boone, CPCU

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    PHILOSOPHY TRUMPS SIZE AND VOLUME

PHILOSOPHY TRUMPS SIZE AND VOLUME

Capitalizing on Benefits PHILOSOPHY TRUMPS SIZE AND VOLUME Ohio firm, with 60% revenue in employee benefits, commits to diversity and inclusion By Len Strazewski The bigger the client, the bigger the premium volume. For many agents and brokers, that’s enough of a business target. But at Taylor Oswald, a minority-owned broker based in Cleveland, Ohio, philosophy and a commitment to employee diversity and inclusion trump size and volume. “In order

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    GLATFELTER BUILDS ON PIONEER’S SUCCESSES

GLATFELTER BUILDS ON PIONEER’S SUCCESSES

GLATFELTER BUILDS ON PIONEER’S SUCCESSES Flagship program celebrates 50th anniversary as group charts course under new ownership By Dave Willis, CPIA Art Glatfelter served in the U.S. Marine Corps during World War II and, like many he served alongside, when he returned state-side he had no career plans. Not long after his return, a solicitor role opened with a local insurance agency. Art was fond of interacting with people and

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