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The Rough Notes Company Inc.

Commercial Lines

LEVERAGING CUSTOMER DATA

LEVERAGING CUSTOMER DATA More than a buzzword, info in your existing system can be used to drive easy growth External data can help you and your agency “fill in the blanks” of information about clients and prospects to help you better understand their needs. Tactical Tech By Chris Paradiso Most insurance agencies have at least 25% growth opportunities sitting within the current book of business data contained in their management

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ORGANIC AGENCY GROWTH … SEVEN PROVEN DISCIPLINES

  ORGANIC AGENCY GROWTH … SEVEN PROVEN DISCIPLINES Master these areas to see your agency growth skyrocket [C]ompanies with the highest customer loyalty grow at more than double the rate of their competitors. Loyalty is not a choice any longer. It is the only way to build a sustainable competitive advantage.   Beyond Insurance By F. Scott Addis, CPCU, CRA, ACRA, ASA For the past 15 years, Beyond Insurance has

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AT THE MARGIN

AT THE MARGIN Blanket insurance and the impact of margin clause endorsements When insured on a blanket basis, if a building is destroyed in a covered claim, the limit would allow for the complete reconstruction of that building, even if its initial replacement cost estimate was too low.   Risk Managers’ Forum By Paul Martin, CPCU, and Cat Ferris, CIC, CRM, CPCU, CLCS, AU Mastering commercial property insurance is one

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    GATEWAY TO SMALL COMMERCIAL LINES

GATEWAY TO SMALL COMMERCIAL LINES

GATEWAY TO SMALL COMMERCIAL LINES Agent network offers virtual course to affiliates   By Elisabeth Boone, CPCU “It gave me great tools to feel confident, look professional, and be prepared to meet with clients.” “The course was well laid out to give agents a broad perspective on the commercial industry and the questions agents must ask their clients.” “This is a great tool because you may find coverages that the

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EDUCATION AS CUSTOMER SERVICE

Great customer service involves helping clients to understand how their insurance works. This helps to protect the client and the insurance agency.         Customer Service Focus By Catherine Trischan, CPCU, CIC, CRM, ARM, AU, AAI, CRIS, MLIS, TRIP EDUCATION AS CUSTOMER SERVICE What your commercial clients don’t understand about their insurance can hurt them and you There are many areas where commercial clients’ understanding of their insurance

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