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The Rough Notes Company Inc.

Tag "independent insurance agency"

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

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THE CHANGING TIDE

    THE CHANGING TIDE

THE CHANGING TIDE Influx of younger consumers buying high-end homes creates wave of opportunity for agents By Daniel Halsey There is an emerging demographic of high-net-worth individuals—young adults. Millennials, ages

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