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The Rough Notes Company Inc.

Management

Breaking Free From Unnecessary Remarketing

BREAKING FREE FROM UNNECESSARY REMARKETING—CHAPTER TWO: COMMERCIAL LINES Anticipate and educate   [Renewal] isn’t a time to react; it’s a time to get ahead of the situation by communicating with clients constantly, especially as market conditions continue to change. By Cheryl Koch, CPCU, ARM, AAI, ACSR, AFIS, and Mary Belka, CPCU, ARM, ARe, RPLU, CIC In our most recent column, we discussed the issue of remarketing personal lines accounts, which

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    (RE) Learning The Brand

(RE) Learning The Brand

(RE) Learning The Brand Rebranding and growth can deliver humility along with a stronger organization By Lori Widmer Matt Masiello says that the insurance industry perception of the previous iteration of SIAA, Inc., could be summed up in three words: “Big, old and bold.” For an organization that boasts over $12.5 billion in total written premium and a strong network of strategic master agencies, insurance carrier partners and 5,000 independent

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    Making Customer Service Your Competitive Advantage

Making Customer Service Your Competitive Advantage

MAKING CUSTOMER SERVICE YOUR COMPETITIVE ADVANTAGE Turn technology into a benefit that catapults your agency ahead of others in the market By TJ Whelan Today’s insurance marketplace is saturated with options. To be competitive, you need to stand out. Perhaps the most obvious—but most difficult—way to do that is through pricing. You can’t set your prices too high unless you have the quality service to back them up, but if

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Unnecessary Remarketing

BREAKING FREE FROM UNNECESSARY REMARKETING—CHAPTER ONE: PERSONAL LINES Remarketing judiciously rather than automatically   [E]xperiencing the first hard market in decades … the number one drain on agency personal lines profits … has shifted from billing-related issues to that of automatically remarketing renewals. By Cheryl Koch, CPCU, ARM, AAI, ACSR, AFIS, and Mary Belka, CPCU, ARM, ARe, RPLU, CIC We have long recognized the benefits of learning to remarket renewals

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Performance Killers

Seven things you need to stop doing if you want to strengthen your team Peak performance is idiosyncratic. Each person’s version of it is uniquely formed and is an expression of their traits and life experience. Everyone’s path to success is somewhat different. By Kimberly Paterson, CEC Effective leaders know you’re only as good as the people you have around you. That reliance is a powerful motivation for supporting your

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