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The Rough Notes Company Inc.

Organizational Profiles

    SAWA BONA: A GUIDE TO DIVERSITY AND INCLUSION

SAWA BONA: A GUIDE TO DIVERSITY AND INCLUSION

SAWA BONA: A GUIDE TO DIVERSITY AND INCLUSION Industry leaders share advice at Big “I” Diversity Summit By Christopher W. Cook I recently watched the CNN documentary series The Eighties and enjoyed learning more about the grown-up issues that characterized the decade, which I spent scraping my knees and avoiding eating my peas. As a fan of 80s music—yes, I listen to the 80s Pop Pandora station while I get

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    HUMBLE, HUNGRY, AND SMART

HUMBLE, HUNGRY, AND SMART

HUMBLE, HUNGRY, AND SMART Will Hold brings a bold new vision to The National Alliance By Elisabeth Boone, CPCU Over the years of my career, I’ve heard countless stories of how successful agency owners, company executives, and educators stumbled or were shoehorned into the insurance business, sometimes kicking and screaming. As an “insurance kid” myself, I admired my father but had no intention of trying to fill his highly polished

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KELLER-BROWN INSURANCE SERVICES

Looking Back, Looking Ahead KELLER-BROWN INSURANCE SERVICES Now in its fifth generation of family leadership, this small-town agency aims big Then … Our founder, my great-great grandfather Eli Benjamin Keller, established the agency in 1902. He had three jobs: banker, teacher, and insurance agent. His son, my great-grandfather Harold Keller, was an insurance agent and for a period of time served simultaneously as a York County commissioner, which today is

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    PATHWAY TO PERPETUATION

PATHWAY TO PERPETUATION

PATHWAY TO PERPETUATION New PIA program helps agency owners value their businesses and plan for succession By Elisabeth Boone, CPCU “Does anybody really know what time it is? Does anybody really care?” Those lines, made famous in the 1969 debut album of the iconic rock group Chicago, are engraved in the brain of anyone who grew up in the era of Woodstock and the hippie culture. Among independent agency owners,

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    GILBERT’S RISK SOLUTIONS

GILBERT’S RISK SOLUTIONS

Looking Back, Looking Ahead GILBERT’S RISK SOLUTIONS 165-year-old agency continues to innovate by responding to the voice of its customers By Elisabeth Boone, CPCU Then … The Gilbert’s story begins in the mid-1850s in the city of Sharon, Pennsylvania. Nestled in the Shenango Valley, Sharon was flourishing because of the booming coal, iron, and steel-making industries that were native to western Pennsylvania. Although it was developing as an industrial power,

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