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The Rough Notes Company Inc.

Management

    IT’S TIME TO INNOVATE IN PREMIUM FINANCE

IT’S TIME TO INNOVATE IN PREMIUM FINANCE

IT’S TIME TO INNOVATE IN PREMIUM FINANCE A blueprint for using tools available today to improve experiences By Russ Goldstein I’m a child of the 80s and 90s and I’ve been known to feel nostalgic while listening to the 80s channel on satellite radio or watching old movies. That said, I’m grateful for the many aspects of society that have improved since then. Innovation and technology have changed our lives

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    COMMIT TO YOUR PROFESSIONAL DEVELOPMENT: IT’S MORE THAN CE!

COMMIT TO YOUR PROFESSIONAL DEVELOPMENT: IT’S MORE THAN CE!

COMMIT TO YOUR PROFESSIONAL DEVELOPMENT: IT’S MORE THAN CE! Intentionally find opportunities to explore and expand with a curious mind and a passionate attitude By Donna Gray According to Wikipedia, “Professional Development” can be described as “learning to earn or maintain professional credentials such as academic degrees to formal coursework, attending conferences, and informal learning opportunities situated in practice.” That’s an extremely broad definition, but it certainly summarizes the many ways insurance professionals work their way

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    TRAINING AND DEVELOPMENT IN A POST-COVID WORLD

TRAINING AND DEVELOPMENT IN A POST-COVID WORLD

LEADERSHIP TRAINING AND DEVELOPMENT IN A POST-COVID WORLD Empower your employees and they’ll help your clients—and your agency—achieve success By Matt Masiello If your main takeaway from the way work changed for independent agencies during the COVID-19 pandemic was Zoom fatigue, it’s time for a reality check. Like it or not, many of the changes that shook the foundation of independent agencies in 2020 will be with us for a

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    SIX TIPS FOR CREATING A CUSTOMER SERVICE CULTURE

SIX TIPS FOR CREATING A CUSTOMER SERVICE CULTURE

Customer Service Focus By Paul Martin, CPCU SIX TIPS FOR CREATING A CUSTOMER SERVICE CULTURE Build a positive culture by paying attention to these common-sense practices Every organization has the potential to create a positive culture that customers and stakeholders value, but those that stand out for quality service don’t get there by accident. Those organizations understand that quality customer service is vital to their success. They invest in their

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    THE BAD HABIT: AVOIDING CONFLICT

THE BAD HABIT: AVOIDING CONFLICT

Management by Coaching By Kimberly Paterson, CEC THE BAD HABIT: AVOIDING CONFLICT Overcoming the destructive behavior that can end a promising career It was 5:15 on Thursday evening. Josh was still at his desk fixing a report submitted by his teammate Barb. The report was three days late and filled with typos and incorrect information. The document reflected on the entire team, and Josh was uncomfortable forwarding it to his

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