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The Rough Notes Company Inc.

Management

    AVOIDING ROADBLOCKS TO AGENCY SUCCESS

AVOIDING ROADBLOCKS TO AGENCY SUCCESS

Eight actions to get your agency back on track The Rough Notes Company is headquartered in Carmel, Indiana, nicknamed the “roundabout capital of the country”—having opened its 100th toward the end of 2016. I’m sure there are more by now. While I find roundabouts safe and beneficial for traffic flow—when everyone knows how they work—the frequent construction of these circular intersections causes numerous roadblocks and requires months of finding another

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    WINNERS HAVE A PLAN—AND THEY’RE HUNGRY

WINNERS HAVE A PLAN—AND THEY’RE HUNGRY

Acquisition Acumen Acquiring agencies requires a strategy, starting with an appetite In December 2016 I laid out the housekeeping that an agency owner should consider doing to prepare to acquire smaller firms. We discussed cleaning up the financial picture, strengthening the leadership team, and focusing on the cultural fit. Now what: just start making offers? Hardly. Acquiring agencies is a lot like any competitive game, process, or endeavor. In sports,

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    WHY YOUR CLIENTS NEED EMPLOYEE HANDBOOKS

WHY YOUR CLIENTS NEED EMPLOYEE HANDBOOKS

The Innovative Workplace  Help them understand the need for this vital communication tool  Why are employee handbooks important? Does each of your clients really need one? Does your agency need one? We think so. Providing your clients the ability to create legally compliant employee handbooks gives them the additional assurance that, as their trusted advisor, you are looking out for the best interests of their businesses. Here are five reasons

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    Stuck? Is Your Agency in Need of Business Process Reengineering?

Stuck? Is Your Agency in Need of Business Process Reengineering?

Beyond Insurance Dunkin’ Donuts model offers valuable guidance After successfully operating the Industrial Luncheon Service, which served factory workers during World War II from mobile carts, William Rosenberg opened the first Dunkin’ Donuts store 10 miles outside Boston in 1950. From the beginning, the organization’s image reflected that of its founder … a hustler and street fighter. Of interest, Rosenberg had little use for formal education, dropping out of school

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    YOUR SECRET WEAPON: BIG DATA

YOUR SECRET WEAPON: BIG DATA

Agency Financial Management Put this trend to work and build volume and profits  Only a handful of today’s independent agents have been around long enough to remember how dramatically computers transformed the industry. These days, customers expect you to produce quotes within seconds—and computers make it easy to deliver. They’ve also eliminated a lot of paperwork that used to consume a significant amount of time and file cabinet space. In

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