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The Rough Notes Company Inc.

Management

HOW TO SAY “NO!”

LEARNING HOW TO SAY “NO!” Ten steps to empower you to feel more confident and comfortable saying “no” By F. Scott Addis, CPCU, CRA, ACRA, TRA, ASA A few weeks ago, I ran into Marc, a high school friend who has worked diligently to become a distinguished cardiologist in the Philadelphia area. Marc is a humble, thoughtful person who always puts his patients first. He works long hours and has

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    GENERATIONS COMING TOGETHER

GENERATIONS COMING TOGETHER

GENERATIONS COMING TOGETHER As older owners exit, young producers are buying agencies   By Scott Freiday and Keith Mangini Every once in a while, the demographics align. Such is the case with younger producers’ desire to own agencies and older principals’ willingness to perpetuate to a new owner. The two necessary and vital forces of agency ownership—a new generation ready to take the reins and an older generation prepared to

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    WORK-FROM-HOME

WORK-FROM-HOME

MAKING WORK-FROM-HOME WORK Why it’s time for agency principals to give remote work a second look   By Dana Coates As insurance agencies continue to assess the viability of work-from-home arrangements, it’s important to keep in mind that remote work isn’t going away. As the Pew Research Center pointed out, the majority of workers with jobs that could be done from home were teleworking last year, even as offices reopened.

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    WHEN NOT IF OF CYBER RISK

WHEN NOT IF OF CYBER RISK

REBUTTING CYBER POLICY DECLINATIONS What to tell your clients when they use common excuses By Christopher W. Cook   Many moons ago, in the month of October, we ran several feature articles and columns regarding cyber insurance. Now that we’re two months down the road, I figured we could share some more insight on the topic. I mean … come on. I recently viewed a webinar hosted by Coalition, Inc.,

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    WAYS TO GIVE BACK

WAYS TO GIVE BACK

NEW WAYS TO GIVE BACK  Independent agents are finding creative ways to engage employees and increase their levels of philanthropic giving By Bill Ross If there’s one silver lining that emerged from the darkest days of the COVID-19 pandemic, it’s the way that people have come together to support those who face the greatest needs. Early on in the pandemic, the Insurance Industry Charitable Foundation (IICF) worked with the Insurance

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