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The Rough Notes Company Inc.

Management

    THE AGENT/CARRIER LOVE AFFAIR

THE AGENT/CARRIER LOVE AFFAIR

Beyond Insurance By F. Scott Addis, CPCU, CRA, CBWA, TRA, ASA THE AGENT/CARRIER LOVE AFFAIR Your appreciation is recognized, valued, and rewarded Are you having love affairs with your insurance carrier underwriters, field marketing specialists, and claims and risk control consultants? Do you demonstrate appreciation and gratitude for the efforts they put forth on your behalf? If so, you are wise. If not, this article is for you. William James,

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    THE CASE FOR CURIOSITY

THE CASE FOR CURIOSITY

Management by Coaching By Kimberly Paterson, CEC THE CASE FOR CURIOSITY Curiosity may have killed the cat, but it could breathe new life into your business Almost every discovery mankind has ever made came about through curiosity. Take the Polaroid camera. The inspiration for Edwin Land’s instant developing camera came from his three-year-old daughter. While he was taking her picture one day, the little girl turned to him and innocently

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    FLIPPING THE PYRAMID

FLIPPING THE PYRAMID

Risk Management By Randy Boss, CRA, CRM, MWCA, SHRM-SCP FLIPPING THE PYRAMID Containment first … insurance last “The definition of genius is taking the complex and making it simple.”                 —Albert Einstein Our world has changed a lot since I started my insurance career in 1977. That was the year that Apple shipped its first Apple II computer. There were no cell phones or fax machines. Correspondence was by landline

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    OVERCROWDED BUYER MARKETPLACE: HOW CAN A BUYER SUCCEED?

OVERCROWDED BUYER MARKETPLACE: HOW CAN A BUYER SUCCEED?

Acquisition Acumen By James Graham OVERCROWDED BUYER MARKETPLACE: HOW CAN A BUYER SUCCEED? Seven attributes required for purchasing in today’s insurance distribution space Despite a pandemic and a global recession, the number of well-capitalized buyers of insurance distributors continues to grow. At MarshBerry, we estimate the market consists of at least 50 such buyers, with new ones forming regularly. Thriving through events as cataclysmic as the 2008 financial crisis and

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    HOW GREAT ARE YOUR EXPECTATIONS?

HOW GREAT ARE YOUR EXPECTATIONS?

Winning Strategies By Roger Sitkins HOW GREAT ARE YOUR EXPECTATIONS? Clearly define and document the outcomes you expect I’ll never forget the day an agency owner walked into one of our producer training programs wearing what appeared to be a brand-new golf shirt embroidered with his agency’s logo. Prominently displayed below it was the slogan: Exceeding Your Expectations! It was very impressive. As I complimented him on the shirt and

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