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The Rough Notes Company Inc.

Management

    USING YOUR TEAM TO PREPARE FOR TOMORROW

USING YOUR TEAM TO PREPARE FOR TOMORROW

Agency Financial Management  SWOT analysis is a powerful tool for identifying and resolving problems  As product specialists, managing general agents, and underwriters contemplate the future, they face more uncertainty than ever. Technology continues to transform every aspect of the insurance business. Turmoil in Washington has us all wondering where everything from regulatory oversight to taxes to interest rates will stand in a year. Even those in the industry who embrace

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    CREATING ORGANIC GROWTH THROUGH NON-OPTIONAL BEHAVIORS

CREATING ORGANIC GROWTH THROUGH NON-OPTIONAL BEHAVIORS

Winning Strategies Take these steps and watch your agency grow Are you an effective leader? Turn around and see if everyone—or anyone—is following you. If no one is there, you have your answer: You’re not an effective leader! Not surprisingly, the best leaders in our CEO programs are the ones who achieve the greatest results. They’re the ones who identify the behaviors and strategies that become non-optional within their agency.

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    EASE THE ANNUAL BENEFIT ENROLLMENT UNCERTAINTY THIS YEAR

EASE THE ANNUAL BENEFIT ENROLLMENT UNCERTAINTY THIS YEAR

THE INNOVATIVE WORKPLACE Work with your clients early to design the best products and communications program Annual benefits enrollment—admittedly, from my perspective as a human resources practitioner—comes with a mixture of dread and anticipation every year. Dread for the expected price increases, and anticipation for newer, less expensive and better plans that may be easier to administer and more valued by employees. I suspect that these feelings could well be

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    OBJECTIONS: A CATALYST TO WIN MORE BUSINESS

OBJECTIONS: A CATALYST TO WIN MORE BUSINESS

BEYOND INSURANCE Tips for moving past challenges, reluctance, and doubt Knowing how to handle objections is a critical element of sales success. In this article, I will describe a step-by-step process to use objections as a catalyst to win more business. What is an objection? By definition, it is the “action of challenging or disagreeing with something … an expression of disapproval or opposition.” Objections are a fact of life.

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    WHEN AGENTS AND RISK MANAGERS INTERSECT

WHEN AGENTS AND RISK MANAGERS INTERSECT

RISK MANAGERS’ FORUM Working together to enhance solutions, boost satisfaction, and increase retention When we purchase gasoline, how many of us ask about “particulars,” such as the presence of MTBE? Do we ask about the sulfur content of home heating oil before we arrange for a delivery? What about the fat content of that fast-food double cheeseburger? Do you consider that before you place an order? More important, you may

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