Rough Notes
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 The post
Posted: Dec 30, 2021
Thirty-Third Annual Rough Notes Agency of the Year Who will be the 2021 Agency of the year?   One of the agencies featured in a Rough Notes cover story during The post
Posted: Dec 30, 2021
  DIGITIZING THE APPLICATION AND RENEWAL PROCESS: THE AGENT AND CLIENT PERSPECTIVE To remain competitive, agents must modernize their client experience strategies and technology By Dan Post Customer expectations are The post
Posted: Dec 29, 2021
THE CHANGING TIDE Influx of younger consumers buying high-end homes creates wave of opportunity for agents By Daniel Halsey There is an emerging demographic of high-net-worth individuals—young adults. Millennials, ages The post
Posted: Dec 29, 2021
THE IMPORTANCE OF QUALITY EDUCATION Jamaican-born young pro starts nonprofit to honor grandmother By Christopher W. Cook In the insurance industry, certain dedicated young professionals stand out among their peers The post
Posted: Dec 29, 2021
THE PRIVATE FLOOD MARKET FINDS ITS FOOTING Advancements in technology and flood modeling pave the way for better understanding the risks By Lori Widmer In September 2021, the National Flood The post
Posted: Dec 29, 2021
MENTAL HEALTH SUPPORT IN THE WORKPLACE The need becomes more obvious; how will benefit plans respond? By Thomas A. McCoy, CLU One lasting effect of the pandemic, a positive one, The post
Posted: Dec 29, 2021
TOP FIVE STEPS TO BETTER MENTORING Whether you’re on the giving or receiving end, these tips can lead to a more productive mentor relationship [I]f a tree has strong roots, The post
Posted: Dec 23, 2021
THE MISSING MANDATE THAT MAY NOT BE MISSED The demise of the individual mandate has not disrupted health insurance markets (at least not yet) QUOTE: Whatever its value as a The post
Posted: Dec 22, 2021
ARE YOUR NONPROFIT CLIENTS READY TO REOPEN THEIR OFFICES? Practical guidance for evaluating insurance implications of possible alternatives “The pandemic affected each nonprofit differently, an important factor to keep in The post
Posted: Dec 09, 2021
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS   UIM limits challenged Kenneth Bogue was driving on a county road in Decatur, Indiana, followed by Terry Robinson and The post
Posted: Dec 01, 2021
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS   Burning down the house In September 2014, the Boles Fire damaged and destroyed numerous homes in the town of The post
Posted: Dec 01, 2021
INSURANCE-RELATED COURT CASES Digested from case reports published online COURT DECISIONS   Did insurer act in bad faith? On July 2, 2011, Trevor Olson was driving northbound in a 2005 Hyundai The post
Posted: Dec 01, 2021
  [T]he NAIC CMB Special Report requires a very close reading. Financial types pride themselves in soft-pedaling even the most savage events and Hellbroth conditions.   Public Policy Analysis & The post
Posted: Dec 01, 2021
[89%] of workers admit to experiencing burnout … . [While] burnout is not the only reason people are leaving their jobs … it’s a factor that businesses can’t afford to The post T...
Posted: Dec 01, 2021
Great customer service involves helping clients to understand how their insurance works. This helps to protect the client and the insurance agency.         Customer Service Focus By The post
Posted: Dec 01, 2021
[I]t can be assumed that by focusing on building and running a best-in-class insurance brokerage, owners can command their own destiny and be shareholders in a resilient and rewarding asset The post
Posted: Dec 01, 2021
The main differentiating factor … for success is proactive, intentional leadership. Agencies cannot run themselves; employees, regardless of how motivated they might be, need clear structure and purpose.   Inside The post
Posted: Nov 30, 2021
[S]omething we see way too often in agencies [is] the lack of alignment between the various departments. Think of these departments as wheels on a car … . To achieve The post
Posted: Nov 30, 2021
AGENT FOR THE FUTURE The J. Morey Company takes top national honor By Dave Willis, CPIA For the past four decades, The J. Morey Company, Inc., has maintained a clear The post
Posted: Nov 30, 2021
COMMERCIAL AUTO INSURANCE Is the road finally clearing for this long-distressed line of coverage? By Joseph S. Harrington, CPCU Is commercial auto insurance, a severely distressed line of business over The post
Posted: Nov 30, 2021
CONGRATULATIONS AND CHEERS! Five tips to conquer the wine list at your next business function By Chris McQueen   Congratulations! You’ve finally land-ed your first big account after spending years The post
Posted: Nov 30, 2021
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 The post
Posted: Nov 30, 2021
AGENCY OF THE MONTH STARTING FROM SCRATCH Amid double-digit growth, North Carolina agency zeroes in on retention and employee development By Dennis Pillsbury     Christopher Cook was following in The post
Posted: Nov 24, 2021
Young Professionals (INSERT INTERESTING TITLE HERE) Seven tips for creating compelling content     By Christopher W. Cook Writing for an insurance publication that’s been around for over 140 years The post
Posted: Nov 24, 2021