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The Rough Notes Company Inc.

Organizational Profiles

    Looking Back, Looking Ahead

Looking Back, Looking Ahead

LIMESTONE AGENCY, LLC Kentucky agency marks 175 years in business   J. Miller Hoffman III, CIC Hoffman’s Insurance Agency was founded in 1847 in Mount Sterling, Kentucky, by William Hoffman, my great-great-grandfather. He was the cashier of a local bank and sold insurance as a sideline. The oldest policy we have in our archives was countersigned by him on April 10, 1869. The contract insured a barn for $800 and

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    CONGRATULATIONS  STEWARDSHIP

CONGRATULATIONS  STEWARDSHIP

CONGRATULATIONS STEWARDSHIP 2021 Agency of the Year By Dave Willis, CPIA As we’ve done for more than 30 years, we at Rough Notes magazine again are naming our Agency of the Year. Since the late 1980s, we’ve featured some of the nation’s most extraordinary independent insurance agencies on our covers. We continue to be amazed at the new and better ways agencies find to serve and build up their communities,

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    METZWOOD INSURANCE: GROWING STRONGER EVERY DAY

METZWOOD INSURANCE: GROWING STRONGER EVERY DAY

Looking Back, Looking Ahead METZWOOD INSURANCE: GROWING STRONGER EVERY DAY Fourth generation of agency builds volume in high-net-worth personal lines By Matthew Wood, CPCU, CIC, CPRM, AAI Founded in 1913 in Ghent, New York, as the George C. Metz Agency, MetzWood Insurance is now in its fourth generation of family ownership under the leadership of its president, Matthew Wood, CPCU, CIC, CPRM. The Metz agency originally shared space with a

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    A SURPLUS OF LONGEVITY

A SURPLUS OF LONGEVITY

MGA Focus A SURPLUS OF LONGEVITY Quaker Special Risk boasts a rich history of surplus success, familial ties, and smart evolution By Lori Widmer Employees tend to stick around at Quaker Special Risk. At the Eatontown, New Jersey, commercial and personal lines wholesaler, the average employee has been with the company for 10 to 15 years, and in the industry even longer. The longevity, says Michael Walsh, president of Quaker Special Risk

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INSURANCE PROVIDER GROUP, LLC

Looking Back, Looking Ahead INSURANCE PROVIDER GROUP, LLC Appointed by Travelers in I865 by horse and buggy, this agency is thriving today By Elisabeth Boone, CPCU   What until recently was known as Penny-Hanley & Howley was founded by Enos Penny in 1865 as Penny-Hanley Company. An engraved silver bowl commemorates the appointment of the agency in 1865 by Travelers Insurance Companies. In the 1930s, Penny sold his interest in

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