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The Rough Notes Company Inc.

Agency of the Month

    72-YEAR-OLD START-UP

72-YEAR-OLD START-UP

A 72-YEAR-OLD START-UP Twin Cities agency focuses on its four C’s: customers, culture, carriers and community By Dennis H. Pillsbury Cox Insurance, St. Paul, Minnesota, is an entrepreneurial start-up that was founded by Frank Cox in 1950. Now represented by third gener ation leadership, the agency is surprisingly young in spirit, passion and actual age. “The average employee is just under 40 years old,” notes Ryan Wagenman, CAPI, partner and

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    SUCCESS IN THE ROCKY MOUNTAIN

SUCCESS IN THE ROCKY MOUNTAIN

SUCCESS IN THE ROCKY   MOUNTAIN REGION Top 100 agency celebrates attainments in business … and caring By Barley Dennison On May first of this year, the Moody Insurance Agency of Denver, Colorado, celebrated 50 years of developing trusted relationships with people and businesses looking to protect themselves against the risk of loss. The agency was started by Evan Moody in 1972, who today serves as chief executive officer. In its

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    HASSLE-FREE RISK MANAGEMENT

HASSLE-FREE RISK MANAGEMENT

HASSLE-FREE RISK MANAGEMENT California agency helps clients navigate the E&S world with ease By Dennis Pillsbury For many businesses that specialize in areas deemed high hazard by the traditional insurance industry, the only way to obtain insurance coverage is through the excess and surplus (E&S) lines market or, as one business owner called it: the exotic and strange market—with manuscript forms that make comparison shopping almost impossible. Fusco Orsini &

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    SERVING OTHERS

SERVING OTHERS

SERVING OTHERS Indiana agency becomes national in scope as caring culture takes center stage By Dennis Pillsbury Insurance Management Group, Marion, Indiana, traces its roots back to 1875 when J.A. Searles started a small farm agency to serve the local area. The firm changed with the times and with new ownership, as it transformed itself from farm agency to generalist to fit the needs of its community. The latest permutations

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    DREAM BIG, Make it happen

DREAM BIG, Make it happen

DREAM BIG, Make it happen Florida agency follows this mantra with AWE (attitude and work ethic) By Dennis Pillsbury Before he started Clearwater, Florida-based Strategic Insurance Services in 2006, Doug Levi had worked with State Farm, and he had little idea what all was involved in starting an independent agency. What he did have is what he calls AWE—(positive) attitude and work ethic. He approached his new independent agency venture

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