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The Rough Notes Company Inc.

Technology

Tactical Tech

SOCIAL MEDIA—WHERE ARE THE BIGGEST OPPORTUNITIES? Your clients and prospects are active on many social platforms, and you should be, too Facebook is a great place to start, but … it’s only the tip of the iceberg when it comes to social media strategy for insurance agents and brokers.   By Chris Paradiso Social media management firm Denim Social put out a great 2020 Benchmark Report that showed that 82% of

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Inside Matters

TECH STACK—OR LEANING TOWER OF PISA? Evolving area requires frequent analysis of “insurtech” components   Too often, agencies layer insurtechs one ontop of the other without stopping to analyze how they might work together and without determining which might be better employed or not employed at all.   By Mary M. Belka, CPCU, ARM, ARe, RPLU, CIC, CPIW “Tech stack” is a relatively new term that has already evolved in

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MAKING THE MOST OF A HYBRID AGENCY ENVIRONMENT

MAKING THE MOST OF A HYBRID AGENCY ENVIROMENT Learn how to optimize your software to profitably run your agency Rocking the boat now may slow some people down, but what if changes could make them more effective in the weeks and months ahead? TechKnowFile By Jennifer Raymond Today’s agencies and brokerages are a far cry from the paper-based firms of the past, and many of them now rely on software

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RISK OF COMPLACENCY

THE RISK OF COMPLACENCY Addressing the enemy of excellence and the most significant threat to any business   Checklists … ensure that the essential tasks get done. Even if a step is very simple, it can still be forgotten. Risk Management By Randy Boss, CRM, MWCA, SHRM-SCP “Complacency is the last hurdle standing between any team and its potential greatness.” —Pat Riley former NBA Coach and Player Complacency can be

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    DIGITIZING THE APPLICATION AND RENEWAL PROCESS

DIGITIZING THE APPLICATION AND RENEWAL PROCESS

  DIGITIZING THE APPLICATION AND RENEWAL PROCESS: THE AGENT AND CLIENT PERSPECTIVE To remain competitive, agents must modernize their client experience strategies and technology By Dan Post Customer expectations are changing in every industry, prompting businesses to find new and innovative avenues to sell their products and services. For example, you can now order groceries online, restaurant delivery apps are thriving, and you can even use your smartphone to find

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