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The Rough Notes Company Inc.

Agency of the Month

    DOING THE RIGHT THING

DOING THE RIGHT THING

Top photo caption: The Shaw Insurance team. Front row, from left: Jennifer Waganer, Agent and CSR; Howard Shaw, Owner; Jean Irby, Previous Owner; Susan Shaw, Owner; Aaron Carter, Account Manager. Back row, from left: Sally Martin, Commercial Account Manager; Ginger Sebastian, Account Manager; Joyce Rainey, Receptionist. AGENCY OF THE MONTH DOING THE RIGHT THING Texas agency uses the Golden Rule as its corporate philosophy By Dennis Pillsbury Shaw Insurance Agency,

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    A SURPLUS OF LONGEVITY

A SURPLUS OF LONGEVITY

MGA Focus A SURPLUS OF LONGEVITY Quaker Special Risk boasts a rich history of surplus success, familial ties, and smart evolution By Lori Widmer Employees tend to stick around at Quaker Special Risk. At the Eatontown, New Jersey, commercial and personal lines wholesaler, the average employee has been with the company for 10 to 15 years, and in the industry even longer. The longevity, says Michael Walsh, president of Quaker Special Risk

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    AGENCY OF THE MONTH STARTING FROM SCRATCH

AGENCY OF THE MONTH STARTING FROM SCRATCH

AGENCY OF THE MONTH STARTING FROM SCRATCH Amid double-digit growth, North Carolina agency zeroes in on retention and employee development By Dennis Pillsbury     Christopher Cook was following in his mother’s footsteps when he started working as a life insurance agent. She was a successful career life insurance agent. But after two years of hearing “Can you help me with my auto insurance?” from friends who were thinking more

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    AGENCY OF THE MONTH THE TEAM APPROACH

AGENCY OF THE MONTH THE TEAM APPROACH

Pennsylvania agency stresses P.S.-Personal Service-since I928 By Dennis Pillsbury One of the things that I’ve learned over the years of writing articles about successful agencies is that every agency has its own unique personality. And like people, that personality can be one that we like and want to spend more time with or one that we don’t. Invariably, each agency’s person-ality reflects the person or people in charge-along with the

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    ACHIEVING WORK/LIFE BALANCE

ACHIEVING WORK/LIFE BALANCE

AGENCY OF THE MONTH ACHIEVING WORK/LIFE BALANCE Wisconsin-based agency extends family environment across 26 offices in two states By Dennis Pillsbury “The primary reason that we are one of the 100 largest insurance agencies in the country is our people,” David Fritz, CIC, CPCU, president and CEO of TRICOR Insurance, Lancaster, Wisconsin, says proudly. “We have very little turnover because we allow our people to put their family first. They

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