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The Rough Notes Company Inc.

Management

    THE EMPLOYEE INTERVIEW: A STRATEGY TO POSITION YOU AS THE UNDERCOVER BOSS

THE EMPLOYEE INTERVIEW: A STRATEGY TO POSITION YOU AS THE UNDERCOVER BOSS

Beyond Insurance Use employee interviews to get in touch with the realities of your client’s organization As an agent or broker, you understand the critical importance of risk identification, assessment, mitigation, and transfer. Today you likely employ an array of strategies to evaluate risk, including an analysis of claims, policies, employee manuals, business income worksheets, safety committee minutes, and policies and procedures, as well as training and orientation materials. These

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    CULTURE: THE “X-FACTOR” IN YOUR ABILITY TO GROW YOUR BUSINESS

CULTURE: THE “X-FACTOR” IN YOUR ABILITY TO GROW YOUR BUSINESS

Management By Coaching Creating a solid corporate culture can work for—and not against—your agency and its performance Frustrated with the constraints of corporate life and anxious to build a business of their own, Rob and Trey purchased a small agency in the southwest and said good-bye to their promising careers with a major property/casualty insurer. In their first five years of business, the agency, which we’ll call West Lake Insurance

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    THE P-C RISK MANAGEMENT PROCESS … THE SOLUTION FOR THE HEALTHCARE CRISIS?

THE P-C RISK MANAGEMENT PROCESS … THE SOLUTION FOR THE HEALTHCARE CRISIS?

Beyond Insurance Use the five-step approach to improve the health and wellness of your employees As you know, the current U.S. healthcare system and the role of the benefits advisor are under fire. Consumers, frustrated with year after year of double-digit rate increases, see themselves feeding a self-serving medical care system that waits for people to get sick and then profits from that illness. From 2005 to 2015, employee contribution

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    TACKLING TOUGH EMPLOYEE TALKS WITH CONFIDENCE

TACKLING TOUGH EMPLOYEE TALKS WITH CONFIDENCE

The Innovative Workplace Use these strategies to foster loyalty and improve performance We all get cold feet when it comes to addressing difficult issues in the workplace. It’s stressful, and you can’t help thinking about all of the ways that a well-meaning conversation could go sideways. You worry about the longer-lasting effects of a damaged work relationship, but know that you must correct problematic work performance or behaviors before they

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    TAKE A GOOD LONG LOOK IN THE MIRROR

TAKE A GOOD LONG LOOK IN THE MIRROR

Advice for independent agencies interested in acquisitions Acquiring another agency may seem easy once you’ve done it five or ten times. You find a great candidate that fits your culture, check the financials, make an offer, complete due diligence, negotiate a contract, and close. See, it’s simple—I just described the basic process in one sentence. Of course, we all know it’s not that simple. There are hundreds of pitfalls—or easy

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