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The Rough Notes Company Inc.

Management

FIVE LESSONS I’VE LEARNED

FIVE LESSONS I’VE LEARNED IN MY INSURANCE CAREER Insights from almost two decades in the industry By Jeremiah Gonzales I started my insurance career by accident at the tender age of 20. I never really considered a career in insurance or in any field for that matter at that point in my life. In fact, my first position with an insurance company wasn’t even insurance related. I was a temporary

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SINGLE SIGN-ON SECURITY

SECURE YOUR SYSTEMS AND NETWORKS WITH SINGLE SIGN-ON Streamlining the number of passwords and resets is a secondary bonus  By Collin Passman Phishing and ransomware are just some of the strategies used by the perpetrators of cyberattacks. Insurance agencies and brokerages are prime targets, as they hold key customer information that can be used and sold. Insurance agents and brokers must update their cyber security strategies and practices not only

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Tactical Tech

TECHNOLOGY’S ROLE IN YOUR AGENCY’S VALUE Making use of insurtech offerings that drive value and efficiency By Chris Paradiso Technology is changing the insurance industry. In 2021, insurtech firms raised in excess of $15 billion in funding; over 560 deals were completed. Those are staggering numbers and we’ve seen no signs of a slow down until the second half of 2022. We have seen many new companies enter the insurance

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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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