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The Rough Notes Company Inc.

Management

    CUSTOMER SERVICE IN A VIRTUAL ENVIRONMENT

CUSTOMER SERVICE IN A VIRTUAL ENVIRONMENT

Customer Service Focus By Bruce McCreadie, CCI, AAI, CPIA CUSTOMER SERVICE IN A VIRTUAL ENVIRONMENT What your agency needs to operate a non-brick-and-mortar setting Quality customer service is a basic operational fundamental for the successful insurance agency. Since an agency’s financial success is dependent upon the recurring commissions derived from our clients’ ongoing renewing insurance policies, we must provide solid nonwavering customer service and support to our clients. Some of

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    CREATING A CULTURE OF ACCOUNTABILITY: HOW TO KNOW THE SCORE

CREATING A CULTURE OF ACCOUNTABILITY: HOW TO KNOW THE SCORE

Beyond Insurance By F. Scott Addis, CPCU, CRA, CBWA, TRA, ASA CREATING A CULTURE OF ACCOUNTABILITY: HOW TO KNOW THE SCORE A basketball legend embodies this core principle John Wooden, nicknamed the “Wizard of Westwood,” was arguably the greatest basketball coach in history. According to his biography on Wikipedia, in a 12-year period as the coach of the UCLA Bruins, Wooden won ten NCAA Championships, including a record-setting seven in

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    WHICH ZONE ARE YOUR PRODUCERS IN?

WHICH ZONE ARE YOUR PRODUCERS IN?

Winning Strategies By Roger Sitkins WHICH ZONE ARE YOUR PRODUCERS IN? Go for the green! In most independent agencies, producers typically operate in one of two zones. They’re either in a Red Zone or a Green Zone. As the name suggests, the Green Zone is all about earning more green (a.k.a. money!). Those in this zone participate in activities and execute strategies that create and retain revenue. It all comes

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    INSURANCE PODCASTS

INSURANCE PODCASTS

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

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    DIVE INTO DIGITAL

DIVE INTO DIGITAL

Tactical Tech By Chris Paradiso DIVE INTO DIGITAL Whether for growth or retention, digital marketing is a powerful tool Digital marketing is still one of the best ways to promote, nurture and grow your agency. However, a focus on growth (new business) can be very expensive. Because of this, you want to pay attention to and invest in retaining the clients whose trust you have already earned. This strategy is

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