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The Rough Notes Company Inc.

Management

    CONTINUING EDUCATION FROM A BUSINESS PERSPECTIVE

CONTINUING EDUCATION FROM A BUSINESS PERSPECTIVE

Vistage provides executive coaching from accomplished business leaders “Don’t forget to sign in for CE credit,” the people at the door always say when you walk into an educational session at a conference. I bypass this step—I’m a journalist, not an “insurance guy”—but I still learn something when attending a class. Continuing education remains an important aspect of business and personal development. Everyone could use it—even CEOs, business owners and

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    FIVE INGREDIENTS FOR MGA SUCCESS

FIVE INGREDIENTS FOR MGA SUCCESS

TECHNOLOGY Like a sauce that activates all the other ingredients, the right blend of technologies can elevate mundane fare to Cordon Bleu status Changes in consumer expectations and shifts within the insurance value chain present opportunities for innovative participants—newcomers and those willing to think like newcomers—to develop and serve up a menu of offerings that satisfy market appetites. Such creations require thoughtful planning and execution, not unlike what’s required by

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    COACHING FOR EMPLOYEE CAREER AND BUSINESS SUCCESS

COACHING FOR EMPLOYEE CAREER AND BUSINESS SUCCESS

The Innovative Workplace Technology + employee expectations = the “why” for career planning “A good coach can change a game. A great coach can change a life.” —John Wooden One in three of your best employees may be thinking about another job, according to some of the latest surveys. Why? Business is good, you’ve got a great team, and your employment package is competitive. What’s the missing link? (Hint: It’s

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    THE SYMBIOTIC RELATIONSHIP BETWEEN AGENT AND UNDERWRITER: AN UNDERVALUED ASSET

THE SYMBIOTIC RELATIONSHIP BETWEEN AGENT AND UNDERWRITER: AN UNDERVALUED ASSET

Beyond Insurance Build your connections with underwriters and watch your revenue and retention grow Beyond Insurance provides training and coaching to hundreds of agents, underwriters, and field marketing teams each year. Our customized engagements with underwriters and field marketing specialists focus on outcomes, including aligning values, productive agency visits, relationship building, creating win-win scenarios, implementing qualification criteria filters, and expanding wallet share. Sample skill development areas include active listening, social

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    ARE YOU CONTROLLING YOUR DAY OR IS IT CONTROLLING YOU?

ARE YOU CONTROLLING YOUR DAY OR IS IT CONTROLLING YOU?

Management by Coaching Six ways you give up control and what you can do about it You know the routine. On the ride into the office, you scan your mental to-do list, figure out your priorities, and start mapping out your day. You feel organized and in control. Then, you get to the office. You’re barely through the front door, and a stressed looking colleague grabs you saying she desperately

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