Please set up your API key!

The Rough Notes Company Inc.

Management

    ENGAGE YOUR EMPLOYEES; KEEP YOUR CLIENTS

ENGAGE YOUR EMPLOYEES; KEEP YOUR CLIENTS

The Innovative Workplace Use client retention techniques to reward and retain your good employees You understand the importance of client retention. You invest heavily in your service operations and provide other value-added tools and services to keep your clients. Key accounts get white-glove service, and you typically put your best and brightest employees on those accounts. Your clients love these employees, and you wouldn’t want to tell them one day

Read Full Article
    The Power of Process

The Power of Process

Beyond Insurance An effective process consistently produces the right results The Process. These two words represent the core of Nick Saban’s coaching philosophy at the University of Alabama. Arguably the greatest college football coach ever, Saban credits The Process with being the guiding force in enabling him to win five national college football titles. What is The Process, and how does it relate to you and your business? The Process

Read Full Article
    THE NET PROMOTER SCORE (NPS)—HOW ONE AGENCY ENERGIZES EMPLOYEES AND INSPIRES WORD OF MOUTH AT THE FLIP OF A SWITCH

THE NET PROMOTER SCORE (NPS)—HOW ONE AGENCY ENERGIZES EMPLOYEES AND INSPIRES WORD OF MOUTH AT THE FLIP OF A SWITCH

Blasted Myths Receive a wealth of constructive feedback by implementing the NPS correctly Successful insurance agents will tell you that healthy client relationships are vital to their business. It’s what separates them from their competitors. But ask the same agents how they track customer loyalty and you’ll likely be met with a blank stare. Although monitoring the pulse of their agency is important, they’ve probably found that persuading people to provide

Read Full Article
    IS YOUR AGENCY TOO COMFORTABLE?

IS YOUR AGENCY TOO COMFORTABLE?

Great growth requires letting go of complacency  It dawned on me recently that too many agencies and their teams are too comfortable (or complacent) to really grow. What they have are “lifestyle agencies,” which is absolutely okay if that’s what they want. Gary Holgate, my mentor in the business and the first-ever true independent agency consultant, always said that what happens at so many agencies is that the owners start

Read Full Article
    MANAGING THE ANXIOUS GENERATION

MANAGING THE ANXIOUS GENERATION

Management By Coaching Tips for when job performance begins to suffer  Krista was 27 and the most recent hire in the agency’s rapidly expanding sales department. She was smart, energetic, and determined to succeed. The agency’s management team was convinced she had a brilliant future in sales. Six months into the job, Krista was falling short of expectations. She wasn’t meeting her goal for weekly prospecting calls. Her desk and

Read Full Article

Subscribe To Rough Notes

rn-subscribe-sidebar-cta_magazine rn-subscribe-sidebar-cta_blog

Trending Tweets