THE THIRTY-SECOND ANNUAL ROUGH NOTES AGENCY OF THE YEAR CANDIDATES WHO WILL BE THE 2020 AGENCY OF THE YEAR? One of the agencies featured in a Rough Notes cover story during 2020 will be named Agency of the Year. The winner will be selected from votes by the previous 3I years of Rough Notes cover agents (from the years I989-20I9). The principals of the winning firm will be presented with
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AGENT FOR THE FUTURE RiskSOURCE Clark-Theders nabs national honor for innovation and forward-thinking strategies, tactics By Dave Willis, CPIA Now in its second generation of family ownership, Cincinnati-based RiskSOURCE Clark-Theders has what agency leaders describe as “an award-winning work culture centered around empowering our team.” Key elements of that culture are deep client relationships, effective use of digital tools—internally and externally, and a laser focus on the future. Successful deployment
Broken Glass BUILDING A POWERHOUSE WITH PASSION Miami agent grows her benefits business from the ground up, partners with P-C agency By Elisabeth Boone, CPCU “Passion” is defined in the Merriam-Webster Dictionary as an “intense, driving, or overmastering feeling or conviction.” That definition could have been conceived with Rachel Sapoznik in mind. Since 1987, she has harnessed her passion to focus on building her agency from a startup to one
Public Policy Analysis & Opinion By Kevin P. Hennosy WHAT IF WE SPREAD THE RISK OF FINANCIAL LOSS? A federal reinsurance backstop is a centrist approach that could address several coverage problems About 115 years ago, the United States constructed a central banking function that we know today as the Federal Reserve System, or “The Fed.” Policymakers with responsibility for the insurance sector could learn from the history that led
NEW MEXICO ACCOUNT MANAGER WINS NATIONAL ALLIANCE 2020 CSR AWARD It’s all in the attitude By Alice Ashby Roettger Consider a personality elixir of flexibility, optimism and a love of people, then translate it into the workaday world and you have Judi Vaughn CIC, CISR, the National Alliance for Insurance Education & Research 2020 Outstanding Customer Service Representative of the Year. During her 15-year tenure at Kysar Millennium Leavitt Insurance
