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The Rough Notes Company Inc.

Management

    PANDEMIC, AGENCY GROWTH AND THE NEW YEAR

PANDEMIC, AGENCY GROWTH AND THE NEW YEAR

LOOKING AHEAD PANDEMIC, AGENCY GROWTH AND THE NEW YEAR Why smart agents will prosper in the coming year By David Tralka and Robert Pettinicchi Barring an unforeseen event as disruptive as COVID-19 was this past spring, and being optimistic that a winter wave of the pandemic is contained, 2021 looks to be a hopeful year for independent insurance agencies. Agencies have weathered the pandemic storm remarkably well thus far and

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    SUPPORTIVE, INCLUSIVE AND REWARDING

SUPPORTIVE, INCLUSIVE AND REWARDING

SUPPORTIVE, INCLUSIVE AND REWARDING A blueprint for creating a “Great Place to Work” for all employees By Bill Cunningham Peter Kellogg, owner of IAT Insurance Group, frequently says: “Take care of your employees and they will take care of your business.” Those of us in leadership roles at IAT know that this is not just a saying, but something we have put into practice with concrete actions. The importance of

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    GAIN$HARING

GAIN$HARING

LEADERSHIP GAIN$HARING A simple way to change your agency culture through a bonus program By Diane T. Keil-Hipp, CPRM Is it true? Can you really change the culture of your agency through a bonus program? It probably sounds too simple to really work. But I am living proof that it does, and over my twenty or so years of running a bonus program, I’ve learned a thing or two about

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    CYBER BEST PRACTICES AT HOME

CYBER BEST PRACTICES AT HOME

CYBER BEST PRACTICES AT HOME Tips to make your clients less-desirable targets for cybercriminals By Christopher W. Cook For risk managers, now more than ever is a good time to talk to your clients about cyber best practices in the home, especially with more individuals working remotely because of the pandemic. Although I was born in 1980—that Gen X/Gen Y borderline—I can’t say that I’m a very “techy” person. I’m

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    THE ELEMENTS OF GREAT CUSTOMER SERVICE IN PERSONAL LINES

THE ELEMENTS OF GREAT CUSTOMER SERVICE IN PERSONAL LINES

Customer Service Focus By Paul Z. Martin, CPCU THE ELEMENTS OF GREAT CUSTOMER SERVICE IN PERSONAL LINES Use emotional intelligence to build trust with your customers When an agency sells insurance to an individual or family, it is not just meeting a need; it is interacting with them in an intimate way. It’s more than a transaction; it’s a relationship. The agency gathers details that are unique to that family

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