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The Rough Notes Company Inc.

Tag "Technology"

TRAINING TO LEVERAGE TECHNOLOGY

TRAINING AGENCY AND BROKERAGE STAFF TO LEVERAGE TECHNOLOGY Unlock your firm’s full potential By Ruth E. Phillips, CPCU, CIC, CISR, AAI Agency and brokerage staff need technology training to unlock

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CLIENT COMMUNICATIONS IN A DISASTER

    CLIENT COMMUNICATIONS IN A DISASTER

EQUIPPING AGENTS TO HANDLE CLIENT COMMUNICATIONS IN A DISASTER Automation tools and pre-prepared messaging will help agents serve clients and reduce stress By Joel Zwicker Staring at disaster, insurance agents

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VIRTUAL MEETING FATIGUE

    VIRTUAL MEETING FATIGUE

BATTLING VIRTUAL MEETING FATIGUE Tips for more effective and engaged online meetings By Christopher W. Cook As COVID case numbers

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ROOTS OF THIS BUSINESS

THE REAL “ROOTS” OF THIS BUSINESS Faltering insurtechs embrace agents   Apps can do many things, but … only humans

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DATA GROW YOUR BUSINESS

  USING DATA TO GROW YOUR BUSINESS Boosting retention, driving new business, and holding staff accountable [O]ur agency management system

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