Please set up your API key!

The Rough Notes Company Inc.

Agency of the Month

    CREATING A FRIENDLY DIGITAL AGENCY

CREATING A FRIENDLY DIGITAL AGENCY

CREATING A FRIENDLY DIGITAL AGENCY Ohio agency utilizes technology to enhance their personal touch rather than to replace it By Barley Dennison Hertvik Insurance Group, Medina, Ohio, traces its origin back to 1946 when “my grandfather started a life insurance agency out of his house,” says Jack Hertvik, president. Other lines of business were added slowly until the early 1980s when “my father joined and turned it into a primarily

Read Full Article
    PROTECTING FAMILIES CREATING LEGACIES

PROTECTING FAMILIES CREATING LEGACIES

PROTECTING FAMILIES AND CREATING LEGACIES D.C.-area agency measures success by its impact on the community By Dennis H. Pillsbury “Insurance is our way of helping people, so we need to provide as many products, lines and financial education offerings as possible to accomplish that,” says Eboné Granger, who, along with her husband Jeff, serves as managing partner of Granger Financial, Sterling, Virginia. “I realize that makes us different from a

Read Full Article
    CUSTOMER IS THE MISSION

CUSTOMER IS THE MISSION

THE CUSTOMER IS THE MISSION Nashville agency focuses on helping people, and all the rest follows By Dennis H. Pillsbury In 2020, three months before COVID-19 was declared a pandemic, Martin & Zerfoss, Nashville, Tennessee, implemented an internal perpetuation plan that saw three new owners purchase the shares of founder Tee Zerfoss. This was in keeping with the long-term philosophy of the agency that treating its own people as part

Read Full Article
    72-YEAR-OLD START-UP

72-YEAR-OLD START-UP

A 72-YEAR-OLD START-UP Twin Cities agency focuses on its four C’s: customers, culture, carriers and community By Dennis H. Pillsbury Cox Insurance, St. Paul, Minnesota, is an entrepreneurial start-up that was founded by Frank Cox in 1950. Now represented by third gener ation leadership, the agency is surprisingly young in spirit, passion and actual age. “The average employee is just under 40 years old,” notes Ryan Wagenman, CAPI, partner and

Read Full Article
    SUCCESS IN THE ROCKY MOUNTAIN

SUCCESS IN THE ROCKY MOUNTAIN

SUCCESS IN THE ROCKY   MOUNTAIN REGION Top 100 agency celebrates attainments in business … and caring By Barley Dennison On May first of this year, the Moody Insurance Agency of Denver, Colorado, celebrated 50 years of developing trusted relationships with people and businesses looking to protect themselves against the risk of loss. The agency was started by Evan Moody in 1972, who today serves as chief executive officer. In its

Read Full Article