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The Rough Notes Company Inc.

Agency of the Month

    A PURPOSEFUL LIFE–WITH FLAMINGOS

A PURPOSEFUL LIFE–WITH FLAMINGOS

Ohio agency finds its purpose and goes from good to remarkable “The purpose of life is not to be happy—but to matter, to be productive, to be useful, to have it make some difference that you lived at all.” —Ralph Waldo Emerson Epiphanies sometimes come in small packages. In 2012, Preferred Insurance Center, Coldwater, Ohio, became a centenarian, and Partner Dan Muhlenkamp wanted to do something to celebrate the event.

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    A RELUCTANT CONVERT

A RELUCTANT CONVERT

Insurance never, now it’s forever There’s probably no better way to get someone to eschew insurance as a career than to expose that person to the “wonderful?” world of debit insurance. Quincy Branch, RHU, EHBA, still remembers his father Aubrey’s debit route in Louisiana. After seeing what that involved, he vowed he “would never go into insurance.” Today, Quincy heads up Branch Benefits Consultants in Las Vegas, Nevada, which includes

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    MAINTAINING CULTURE IN A GROWING AGENCY

MAINTAINING CULTURE IN A GROWING AGENCY

Keeping a small town feel in a big city  We all remember those mentors who helped us decide on a direction in life—a teacher, a boss, a coworker, a spouse. Well, for Brook Mahoney, it was “a great professor at the University of Iowa who lured me into this business.” And so it was that Brook graduated with a BA in Insurance and Marketing and began a career in the

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    PUTTING A NAME TO ITS DIFFERENCE

PUTTING A NAME TO ITS DIFFERENCE

Utah agency becomes risk architect for its clients’ risk management programs “We knew we were doing the right thing for our clients, but we hadn’t put a name to our difference,” says Donnette Mayer, CRA, president and chief operating officer of Universal Business Insurance(UBI), Sandy, Utah. “Our focus has always been on risk management and improving the risk profile of our commercial clients, but we didn’t always have the tools

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    BUILT FOR AGENTS

BUILT FOR AGENTS

AGENCY OF THE MONTH Florida agency becomes national powerhouse  If you build it, they will come,” apparently does not just apply to baseball. In 1988, Valli and John Ritenour started Insurance Office of America (IOA), Longwood, Florida, and built it as a place that would attract clients and employees, including top-performing agents—a place that they would never want to leave because it provided some of the best producer contracts in

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