The Rough Notes Company
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The Rough Notes Company proudly serves the independent insurance agent market. It responds to the evolving needs of agents as they work to meet the ever-changing need of today's insurance buyers. TThe Rough Notes Company is committed to developing innovative technical and educational insurance solutions that promote growth and success for the insurance professionals and the communities..
The Rough Notes Company
6d ago
Accessory dwelling units will test agents’ ingenuity As “dwellings within dwellings” or “households within households, ” ADU arrangements produce countless complexities that agents and brokers must be prepared to address … . By Joseph S. Harrington, CPCU Young people, priced out of rental housing, are returning home after college. Joining them are retirees for whom ..read more
The Rough Notes Company
3w ago
Providing context and feedback is critical [Real-time feedback] facilitates learning and enables one to improve and adjust one’s performance in the moment, rather than having to address problems after the fact. By Kari Glennon Personally and professionally, I have found accountability to be a good thing. Defined as “an obligation or willingness to accept responsibility ..read more
The Rough Notes Company
3w ago
Is there such a thing as too high a level of growth and retention? It is important to define acceptable levels of growth and retention … . Metrics matter; be sure to define your goals, and how each staff member will contribute. By Cheryl Koch, CPCU, ARM, AAI, ACSR, AFIS, and Mary Belka, CPCU, ARM ..read more
The Rough Notes Company
3w ago
Creating a profile and posting a few times per week is no longer enough By Jacklyn Lavoie Social media is a great way for independent insurance agents and brokers to connect with people and generate new business leads. Perhaps it should come as no surprise, then, that 73% of young U.S. insurance agents use LinkedIn ..read more
The Rough Notes Company
3w ago
MākuSafe has taken safety programs out of reactionary mode and into proactive, data-rich prevention and planning “If you and I are on a jobsite, … what we’ve experienced, even though we were just ten feet apart from each other, is completely unique from each other.” —Gabriel Glynn, COSS Chief Executive Officer, Co-Founder MākuSafe By Lori ..read more
The Rough Notes Company
3w ago
Is it a great idea or a pitfall? While promoting the top producer to a leadership position might seem obvious, it is essential to consider the broader skills required for successful management. By Carolyn Smith, APR, TRA In many agencies, a common practice is to promote the top producer from within to a managerial role ..read more
The Rough Notes Company
3w ago
Strategies to safeguard a business from submerged threats [T]he key to success is not just weathering the storm but avoiding it altogether. By Randy Boss, CRM, MWCA, SHRM-SCP A business managing risks can be compared to navigating treacherous waters on a Navy ship. Just as sea captains must guide their vessels from one point to ..read more
The Rough Notes Company
3w ago
Get below the surface and find people’s real potential A landmark study of 20,000 new hires conducted by Leadership IQ revealed that 46% of newly hired employees fail within 18 months, while only 19% will achieve unequivocal success. By Kimberly Paterson, CEC No matter how experienced you are, it’s easy to make a bad hire. You ..read more
The Rough Notes Company
3w ago
Skilled insurance producers and risk managers need to understand the different factors when educating their clients Armed with the facts … skilled adjusters and attorneys look at their position in the liability claim and ask themselves a sobering question: “How bad could this go for our insured?” By Paul Martin, CIC, CPCU When producers sell ..read more
The Rough Notes Company
3w ago
WHEN LEADERSHIP ISN’T IN YOUR JOB DESCRIPTION Shifting your mindset from one of an individual contributor to one of a leader is an important one … but you don’t have to wait for the title to start making this shift. By Meg McKeen, CIC Feeling both eager and frustrated, aspiring leaders often approach me for support ..read more