AGENCY OF THE MONTH FINANCIAL HELP WITH WISDOM AND LOVE Arizona agency offers new way to serve clients financial products By Dennis H. Pillsbury Grant Botma had an idea about the way financial products should be made available to people. It involved providing completely open communication about the financial services being offered, as well as educating people about finances. In short, he wanted to promote financial literacy—something that has been
From The Latest Issue
Professional Development INSURANCE PODCASTS Opening installment of new article series may get awkward By Christopher W. Cook In one of my January articles, I referenced a series I wrote about designations. Shortly after I finished that series, I started another, which provided beginner’s information regarding errors and omissions (E&O) insurance. The Misadventures of Ernie and Oliver was a saga of two inexperienced gentlemen who purchase and attempt to run an
Technology WHAT’S IN STORE FOR THE DIGITAL INSURANCE FIRM IN 2021 Considerations for refining and enhancing digital strategies By Christine Horne The year 2020 will be remembered as the year that insurance agencies and brokerages tackled their digital strategies at a moment’s notice thanks to the COVID-19 pandemic. This year, agencies and brokerages will want to shore up their existing strategies and look to the future … beyond the pandemic.
Young Professionals BUILDING A BUSINESS SOCIAL MEDIA PRESENCE With a number of platforms to choose from—some tips on where to begin By Christopher W. Cook In the October 2020 issue of Rough Notes, I wrote an article about evaluating one’s online presence and company social media policies. With 79% of the United States population having at least one social media profile, as reported by Statista in 2019, marketing on social
RISING STAR IMCA award recipient demonstrates marketing leadership By Peter van Aartrijk Jennifer Edwards, 27, brand and community program manager with Argo Group’s San Antonio office, was honored recently as the 2020 recipient of the prestigious Rising Star Award from the Insurance Marketing & Communications Association (IMCA). The award recognizes outstanding young marketing talent and future leaders in the insurance industry. In the award nomination, Jennifer’s manager at Argo, David
