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The Rough Notes Company Inc.

Organizational Profiles

Employee Benefits Connection

THE EMPLOYEE BENEFITS CONNECTION Giving employees, employers, and brokers the power to demystify and deliver health and wellness benefits using AI   “Nearly 60% of employees delay or avoid treatment because they’re not sure if they’re covered, making benefits anything but.” —Guy Benjamin Co-founder and CEO By Lori Widmer To Guy Benjamin, health and wellness benefits should not be a mystery to those who use them. Yet, for the U.S.

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Solving For Certs

CONTRACTOR MATH: SOLVING FOR CERTS Using AI and machine learning to automate certificates of insurance management processes By Lori Widmer “I would encourage others in our industry to really embrace the changes brought on by emerging technologies. … Get engaged.”  —Mark Ware Executive Vice President IMA Financial Group On any construction project, all contractors and subcontractors must provide a certificate of insurance (COI). No matter what size the project is,

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    Service, Support and Standards

Service, Support and Standards

SERVICE, SUPPORT AND STANDARDS A solution-based approach to reducing risk and insurance costs is driving success at a growing brokerage By Michael Dollar Our industry is increasingly opting for automation and convenience as acceptable ways to manage risk and serve clients. The ease of automated estimates, bot-generated customer interaction, policy creation via artificial intelligence, and online premium payments and claims processing have numbered both the policyholder and the insurance agent.

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    POSITION IN INSURANCE

POSITION IN INSURANCE

A UNIQUE POSITION IN INSURANCE Gamma Iota Sigma serves as an access point for recruiting and understanding next-gen talent By Christopher W. Cook How have things been going the past month or two with your summer intern(s)? Are they learning the ropes and the day-to-day at your agency? Everyone currently has a summer intern, right? For some, it might be a challenge to find students interested in insurance. For those

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    Surety’s Evolution

Surety’s Evolution

SURETY’S EVOLUTION Not taking the surety bond market seriously is a costly mistake many agents and brokers make By Lori Widmer “Surety is a very hot place to be right now,” says Aaron Steffey. His enthusiasm for the market is understandable: Steffey is co-founder and co-CEO of Propeller Bonds, a Philadelphia-based insurtech company operating as an MGA. Launched in June 2020, the firm provides an online platform for instant underwriting

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