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The Rough Notes Company Inc.

From The Latest Issue

    CLAIMS DOWNLOAD MATURES

CLAIMS DOWNLOAD MATURES

Claims download—and other forms of download, for that matter—must continue to grow if the agency system is to respond efficiently to customer needs. When Lori Heemstra, CIC, joined Michigan-based Berends Hendricks Stuit Insurance as commercial lines division manager a number of years ago, the agency wasn’t using commercial lines real-time or download functionality. “We weren’t really active in that,” she recalls. But Heemstra, who chairs the Applied Client Network Member

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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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    YOU GET WHAT YOU GIVE

YOU GET WHAT YOU GIVE

Butler University alumnae and director of RMI program share benefits of giving back The late-90s alternative rock band The New Radicals said it best in the title of their debut single: “You Get What You Give.” Rough Notes has decided to take a look at a few young professionals who exemplify this statement by giving back to the organizations that helped them in their careers. Jill Paris, director of agency

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    BIG DATA IS A BIG DEAL

BIG DATA IS A BIG DEAL

How agents can leverage big data and artificial intelligence to meet client expectations Big data and artificial intelligence are creating buzz today, with their promise to help insurers and other sales organizations leverage the numbers to increase market share, customer retention, and profits. As an independent agent or broker, you’re facing intense competition from some powerful aggregators of big data such as GEICO, Progressive, eSurance, newcomer Lemonade, and other players

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    MARYLAND AGENT WINS 2017 ROUGH NOTES COMMUNITY SERVICE AWARD

MARYLAND AGENT WINS 2017 ROUGH NOTES COMMUNITY SERVICE AWARD

Reliving painful childhood experiences helps others avoid—or emerge from—the darkness of childhood sexual abuse When Walt Gdowski, owner and CEO of The Rough Notes Company, and Bob Kretzmer, executive director of The Rough Notes Company Community Service Award, conceived the idea of the award in 2000, they probably did not envision the variety of charitable services for which independent agents would be honored throughout the 17 years of its existence.

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