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The Rough Notes Company Inc.

Management

    MEETINGS THAT MATTER: AGENCY LEADERSHIP AND CUSTOMER SERVICE PERSONNEL

MEETINGS THAT MATTER: AGENCY LEADERSHIP AND CUSTOMER SERVICE PERSONNEL

Customer Service Focus Meet regularly with service staff to gain their insights into problems and opportunities If you ask an independent agent what sets his or her agency apart from competitors, the answer often will be “our customer service.” Delve deeper, and an interesting paradox will emerge: How do you know that you are exceeding your customers’ service expectations if you don’t know what those expectations are to begin with?

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    DIGITAL MARKETING TOOLS TO ENHANCE CUSTOMER EXPERIENCE

DIGITAL MARKETING TOOLS TO ENHANCE CUSTOMER EXPERIENCE

TacticalTech Finding new ways to bring value in a noisy and competitive environment Keeping up with advances in digital marketing technology can be daunting. Even if you could stay abreast of the plethora of available tools, how do you know what’s right for you? At our agency, ease of use and cost are factors that go into our decision. Of course, there are plenty of tools that are both intuitive

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    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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