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The Rough Notes Company Inc.

Organizational Profiles

    WORKING HER MAGIC

WORKING HER MAGIC

WORKING HER MAGIC A young refugee builds an all-virtual, 100%-remote agency and wins raves from her clients By Elisabeth Boone, CPCU “This girl is magical!” exclaims long-time Majdas Touch Insurance client Bob Ligget, a consultant based in Salt Lake City. “I delight in referring others to her. I tell them they won’t find a more committed and responsive agent. She radiates passion for what she does.” “I refer everyone I

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    BUILDING ON EIGHT GENERATIONS OF RELATIONSHIPS

BUILDING ON EIGHT GENERATIONS OF RELATIONSHIPS

Looking Back, Looking Ahead BUILDING ON EIGHT GENERATIONS OF RELATIONSHIPS Hickok & Boardman celebrates 200 years of serving Vermont communities By Scott Boardman, CPCU As our U.S. president was writing the Monroe Doctrine in 1821, two gentlemen named Griswold and Follet were establishing an insurance agency in Burlington, Vermont, that eventually would become known as Hickok & Boardman Insurance Group. In the late 1880s, after the agency had had numerous

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    REACHING THE NEXT LEVEL

REACHING THE NEXT LEVEL

LOOKING BACK, LOOKING AHEAD REACHING THE NEXT LEVEL Bogle Agency Insurance pursues new ideas and segments as it enters its second century in business By Philip R. Bogle, CPIA Then … Bogle Agency Insurance was founded in January 1919 by my grandfather, Horace R. Bogle. The original office was on the first floor of an apartment building at 300 Stuyvesant Avenue in Lyndhurst, New Jersey. The agency remained at that

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    150 YEARS AND COUNTING

150 YEARS AND COUNTING

Looking Back, Looking Ahead 150 YEARS AND COUNTING Roanoke agency’s founder delivered policies on horseback By Robin Deatherage, CIC In 1870, Charles Lunsford  founded the first insurance business in what was to become the city of Roanoke, Virginia. He began by selling liability insurance for horses, buggies, and wagons. Delivering policies on horseback, he considered his saddlebags his office. Four generations of Lunsfords have guided the agency through the years,

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    FROM MEDICARE TO MULTILINES

FROM MEDICARE TO MULTILINES

CAPITALIZING ON BENEFITS FROM MEDICARE TO MULTILINES High Desert agency builds on health and benefits business to meet overall customer needs By Len Strazewski HMOs, PPOs, ACA, HDHPs. Agents and brokers who specialize in employee benefits navigate a sea of complex terms and concepts every day, but their customers often struggle to understand what works best for them. At Armstrong-Fairway Insurance in Victorville, California, education is an important part of

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