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The Rough Notes Company Inc.

Producers Blog

    SERVING ITS COMMUNITY

SERVING ITS COMMUNITY

Good citizenship helps this Illinois agency’s growth and retention Flipping hamburgers at an outdoor barbecue may not seem like a strong marketing tool for establishing an agency as the trusted advisor for people and businesses in the Frankfort, Illinois area, but it was. It was yet another way that the people at Gnade Insurance showed their support for the community they serve. In this instance, the barbecue was the brainchild

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    FROM PITCHER TO PARTNER

FROM PITCHER TO PARTNER

Wisconsin agent wins PIA National Young Insurance Professional of the Year award When your grandfather starts an independent agency in 1953 and your mother takes it over for 40 years before retiring, it appears that fate will bring you to the insurance industry as well. We might tack on the fact that your father has been the executive vice president of the Professional Insurance Agents (PIA) of Wisconsin since 1994

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    INSURANCE DIGITAL REVOLUTION BUILDING ROADMAP FOR AGENTS

INSURANCE DIGITAL REVOLUTION BUILDING ROADMAP FOR AGENTS

Survey results reveal opportunities for industry to advance  Earlier this year, more than 4,300 agents, brokers and managing general agents shared insight on technologies available to help them grow their business and serve their customers. They also revealed which they’re using—and which they’re not. The online Insurance Digital Transformation Survey was conducted by the Insurance Digital Revolution (IDR), an industry initiative formed last year to accelerate adoption of technologies that

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    MATCHING PRODUCTS WITH NEEDS–ONE EMPLOYEE AT A TIME

MATCHING PRODUCTS WITH NEEDS–ONE EMPLOYEE AT A TIME

MetLife study points to value of one-on-one benefits education, especially for Millennials We’re more than halfway through the decade that will end in 2020—the year in which it is predicted that Millennials will represent almost half of the workforce. Even today, Millennials (ages 21-34) are the largest demographic group of employees. To sustain a loyal workforce, employers know that they must shape their benefits menu with a strong Millennial perspective.

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    CONDO ASSOCIATIONS: GROWTH ALL AROUND

CONDO ASSOCIATIONS: GROWTH ALL AROUND

Know the risks your clients face and educate them The community association marketplace is experiencing growth in a number of areas. First is in the number of community associations. According to the Community Associations Institute’s (CAI) National and State Statistical Review for 2014, the number of community associations in the United States grew from 10,000 in 1970 to 222,500 in 2000 to 333,600 in 2014. Between 42% and 45% of

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