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The Rough Notes Company Inc.

Management

We Need To Talk

WE NEED TO TALK Successfully managing that conversation you’ve been avoiding A VitalSmarts poll shows that 40% of people put off their scary                                                                                     conversation for six months, and

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It’s Okay To Think Differently About Delegation

THE D WORD: IT’S OKAY TO THINK DIFFERENTLY ABOUT DELEGATION A powerful leadership tool, but a challenging one to leverage effectively As a leader, when you delegate, you’re demonstrating a deep trust in your team and providing opportunities to expand their knowledge and their contributions in new ways … . By Meg McKeen, CIC As you’re reading this, we’re collectively navigating tricky insurance market conditions with fewer resources available—and those

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    hard market growth

hard market growth

TIPS FOR AGENCY GROWTH DURING A HARD MARKET Educate yourself and understand your clients’ needs The hard market is not going away anytime soon, but that doesn’t mean you cannot leverage it now to grow your long-term business strategy. By Nicole Farley There seems to be news each week that a carrier is adjusting its appetite and offerings. We are currently in a hard market cycle, which means insurance might

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Three Types Of Producers

THE THREE TYPES OF PRODUCERS All can be “successful” in a way Although they may receive a handful of referrals from a few clients,                                                                                           [general

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About Your Agency’s Value

WHY SHOULD YOU CARE ABOUT YOUR AGENCY’S VALUE? Understanding its value leads to better-informed actions to running the business If you think you know the value of your firm because you received an offer from a buyer, or you heard what a friend’s agency sold for, you are misinformed. By James Graham, CVA It is surprising how many insurance agency owners do not know the value of their firm—or the

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