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The Rough Notes Company Inc.

Technology

    DOING THE RIGHT THING

DOING THE RIGHT THING

Automation vendor listens to agents, delivers rating and management solutions Perhaps you remember the 1980s, when the agency automation landscape was chock-a-block with vendors, systems, and user groups. The years since then have witnessed a dramatic shift in that landscape, with some vendors consolidating and others exiting the scene. (What ever happened to Redshaw and its Wang-based system? For that matter, what ever happened to Wang?) Vendors that failed to

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    INSURANCE AND THE BLOCKCHAIN

INSURANCE AND THE BLOCKCHAIN

What agents and brokers need to know Until recently, the blockchain and bitcoin were virtually indistinguishable in the press. To most people, the innovative technology and the most popular cryptocurrency application powered by it were one and the same. Now that’s changing. Bitcoin remains the most popular blockchain application to date, but it’s not the only cryptocurrency, and new blockchains are being developed all the time. In fact, nearly 1,000

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    TAKING YOUR AGENCY’S MARKETING TO THE NEXT LEVEL, PART 2

TAKING YOUR AGENCY’S MARKETING TO THE NEXT LEVEL, PART 2

Tactical Tech Consistency of visual elements helps drive brand recognition to your community – online and off IF your brand isn’t well defined, you’ll be lost behind the hundreds of other agencies trying to sell the same services you do. You can have an amazing, hardworking staff. You can have loyal customers and a supportive community. But without a clear brand, your agency will lack focus and direction. Large companies

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    TO CHAT OR NOT TO CHAT?

TO CHAT OR NOT TO CHAT?

Industry professionals share their experiences with using online chat for business—and not just with customers and prospects I remember during my latter years    of high school—yes, I’ll date myself here—when my family first got dial-up Internet in our house, and I discovered the concept of online chat, I thought it was amazing to be able to talk in real time with someone on the other side of the country on

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    FIVE INGREDIENTS FOR MGA SUCCESS

FIVE INGREDIENTS FOR MGA SUCCESS

TECHNOLOGY Like a sauce that activates all the other ingredients, the right blend of technologies can elevate mundane fare to Cordon Bleu status Changes in consumer expectations and shifts within the insurance value chain present opportunities for innovative participants—newcomers and those willing to think like newcomers—to develop and serve up a menu of offerings that satisfy market appetites. Such creations require thoughtful planning and execution, not unlike what’s required by

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