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The Rough Notes Company Inc.

Management

    BRACING YOUR TEAM FOR BAD WEATHER

BRACING YOUR TEAM FOR BAD WEATHER

The Innovative Workplace Shelter your employees and business with a well-thought-out inclement weather plan This year has already had its share of bad weather, including heavy rains, floods, strong winds and fires.  Winter is coming, and for many parts of the country it means harsher weather is heading our way. Bad weather conditions impact employee productivity in so many ways, from commuting hazard, and school closures creating childcare issues to

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    ENSURE THE FUTURE OF YOUR AGENCY

ENSURE THE FUTURE OF YOUR AGENCY

Agency Financial Management Are you ready for the next step? What is your exit strategy? Have you given some thought to what comes next regarding your business plans? Insurance agents advise their customers about planning for the future and ensuring their property and health, and that loved ones are adequately protected. You should do the same. Your book of business won’t disappear the day you walk out of the office

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    DON’T OUTGROW FAMILY AND FRIENDS—A SHIFT TO RELATIONSHIP MARKETING

DON’T OUTGROW FAMILY AND FRIENDS—A SHIFT TO RELATIONSHIP MARKETING

Blasted Myths Make the most of existing clients rather than targeting prospects outside your network Take a step back in time to your first year as an insurance agent. Where did you turn when looking for quality leads to build the foundation of your agency? Chances are you went straight to your Rolodex and searched for friends and family. People you trust. Those who would vouch for you and introduce

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    THE WRONG WAY IS NEVER THE RIGHT WAY

THE WRONG WAY IS NEVER THE RIGHT WAY

Winning Strategies Replace the wrong things you’re doing with the right things you should be doing Left to our own devices, most of us often end up doing the wrong things. Otherwise, we’d all be super successful, healthy, happy and wise, right? These wrong things prevent us from getting optimum results, so why do we do them? Perhaps it’s because we don’t have to do the right things. After all,

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    KEY LEGAL AND FINANCIAL COMPONENTS FOR AGENCY PERPETUATION

KEY LEGAL AND FINANCIAL COMPONENTS FOR AGENCY PERPETUATION

Maximize the value of your agency by treating it like a business In the June issue of Rough Notes, we discussed the key operational components to consider during the agency perpetuation process to maximize value. Operations are key to value, but there are also several financial  and legal items to consider. All agencies will eventually perpetuate. As an owner, do you acknowledge this reality and do you operate your business

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