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The Rough Notes Company Inc.

Management

    ACCOUNT SERVICING AND THE DOUBLE-EDGED SWORD OF AUTOMATION

ACCOUNT SERVICING AND THE DOUBLE-EDGED SWORD OF AUTOMATION

CUSTOMER SERVICE FOCUS What, when, and how to use it As a 40-year veteran of the insurance industry, it sometimes amuses me to reflect upon the “good old days,” when agency automation involved highly technical terms like typewriter, correction tape, and carbon paper. However, while automation has consumed our drive toward paperless processing, it has become a double-edged sword. Automation can certainly increase productivity; it also can consume enormous amounts

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    IS YOUR TEAM READY TO GROW?

IS YOUR TEAM READY TO GROW?

Agency Financial Management A developed plan and the right people are just a few of the key elements Making the decision to grow your business is a big step that takes a great deal of thinking, a willingness to commit resources, and more than a little courage. It also takes the cooperation and involvement of your management team.Whether your agency is small or large, the people who help you run

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    IS YOUR AGENCY BUILT TO LAST?

IS YOUR AGENCY BUILT TO LAST?

Winning Strategies The seven building blocks of a solid agency foundation You don’t have to be an architectural engineer to know that a building is only as good as its foundation. Just try building a large structure or house on a flimsy foundation and sooner or later, it’s going to collapse! Good construction always starts with a solid foundation. The same applies to agencies. You must begin with a solid

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    BIG DATA IS A BIG DEAL

BIG DATA IS A BIG DEAL

How agents can leverage big data and artificial intelligence to meet client expectations Big data and artificial intelligence are creating buzz today, with their promise to help insurers and other sales organizations leverage the numbers to increase market share, customer retention, and profits. As an independent agent or broker, you’re facing intense competition from some powerful aggregators of big data such as GEICO, Progressive, eSurance, newcomer Lemonade, and other players

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    THE POWER OF  PURPOSE

THE POWER OF PURPOSE

Inspire and energize employees to work with passion By Dave Willis, CPIA July 21, 1969. The day Neil Armstrong became the first person to set foot on the moon. And the day when NASA fulfilled the first part of the challenge that President Kennedy shared with a joint session of Congress in May 1961: “I believe that this nation should commit itself to achieving the goal, before this decade is

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