Rough Notes
Many companies will survive and will transform themselves into leaner, different-looking animals from an operational standpoint. They’ll also face new exposures. How can you help them manage their emerging risks? The post
Posted: Apr 29, 2020
MGA FOCUS COMMITTED TO EXCELLENCE Strong partners, family focus drive MGA success By Dennis H. Pillsbury In less than a quarter century, Risk Placement Services has grown to become one The post
Posted: Apr 29, 2020
Crisis Management Preparation and communication are key factors in weathering any storm By Len Strazewski The COVID-19 pandemic is just the latest and perhaps deadliest. But history chronicles natural disasters The post
Posted: Apr 29, 2020
Leadership REMOTE WORK: EXTREME EDITION WSIA webinar shares tips for leading a remote team as more employees are required to work from home By Christopher W. Cook In 2017, a The post
Posted: Apr 29, 2020
COVID-19: E&O BACKLASH With employees working from home, exposures abound … here’s what agency owners need to know By Mary LaPorte, CPCU, AINS, CIC, CPIA, LIC Pandemic. Who knew? Until The post
Posted: Apr 29, 2020
Young Professionals A POLICY FOR FIDO AND MITTENS An introduction to pet insurance By Christopher W. Cook One of your clients has moved into a new house and you meet The post
Posted: Apr 29, 2020
Specialty Lines Markets FOCUS ON SOCIAL SERVICES AND NONPROFITS How retailers can navigate a hardening market By Lori Widmer In February 2020, the Boy Scouts of America filed for Chapter The post
Posted: Apr 28, 2020
SELF-FUNDED MEDICAL PLANS AND STOP LOSS Innovation on the front lines of cost containment By Thomas A. McCoy, CLU A self-funded medical plan represents the epitome of a partnership effort The post
Posted: Apr 28, 2020
Technology API INTEGRATIONS Finding the point where agency tech success comes together By Todd Sorrel Application programming interface integration. It sounds like something an IT wizard would dream up, doesn’t The post
Posted: Apr 27, 2020
OUTBREAK:PROGRAM PROS ON COVID-19 Target Markets panel tackles issues, shares insight, offers solutions By Elisabeth Boone, CPCU As the COVID-19 pandemic continues its deadly march, life as we knew it The post
Posted: Apr 27, 2020
FINGERS IN THE PIE Hometown entrepreneur wins Rough Notes Community Service Award By Alice Ashby Roettger In the early ‘80s, Waterville, Maine, was dying, as were other small towns in The post
Posted: Apr 27, 2020
Agency Partners CHART 2.0 London-focused organization continues to evolve to meet program specialists’ needs By Dave Willis, CPIA For nearly a third of a millennium—yes, for more than 330 years—Lloyd’s The post
Posted: Apr 27, 2020
Salute to SERVICE A WELL-DESERVED STANDING OVATION Two Sunshine State veterans share their journeys from the military to insurance By Christopher W. Cook In Indianapolis, Indiana, Memorial Day weekend holds The post
Posted: Apr 27, 2020
INVESTING IN AGENCIES’ FUTURES Invest celebrates 50 years of insurance education and launches an agent apprenticeship program By Elisabeth Boone, CPCU For some of us, it’s hard to believe that The post
Posted: Apr 27, 2020
AGENTS E&O Bracing for impact as hardening markets inother lines bring renewed scrutiny By Joseph S. Harrington, CPCU When it comes to errors and omissions (E&O) coverage for insurance agents The post
Posted: Apr 27, 2020
Public Policy Analysis & Opinion By Kevin P. Hennosy OWNERSHIP AND CONTROL AND RISK Another spike in securities class action suits demonstrates the need to restore SEC power In1932, Adolf The post
Posted: Apr 27, 2020
Mind the Gap By Marc McNulty, CIC, CRM DIRECTORS AND OFFICERS LIABILITY: A PRIMER Guidelines for placing a client’s first D&O policy As a producer who’s still relatively new to The post
Posted: Apr 27, 2020
Beyond Insurance By F. Scott Addis, CPCU, CRA, CBWA, TRA ACCOUNTABILITY SCORECARD Tracking progress toward goal actualization Cecil is a seasoned risk consultant with a reputable insurance agency. Founded in The post
Posted: Apr 27, 2020
Customer Service Focus By Nicci Keck, CIC, CISR WHEN TIMES ARE TOUGH The importance of staying calm when everything is changing around you Who would’ve thought that, within a matter The post
Posted: Apr 27, 2020
ISO Emerging Issues Perspective By Jason Polayes PURSUING ONE RATE CALL FOR FIRST-RATE AGENT SERVICE Build trust with your clients by eliminating second rate calls The imperative to deliver a The post
Posted: Apr 27, 2020
Winning Strategies By Roger Sitkins THE GATEWAY TO THE NEXT LEVEL Go shallow and be average or go deep and be great My experience with agency owners, producers, and other The post
Posted: Apr 27, 2020
Does collector car policy cover motorcycle fatality? Michael Lentini was operating his motorcycle when he was involved in a fatal accident. Lentini’s estate sought uninsured motorist benefits under his American The post
Posted: Apr 27, 2020
The case of the “ghost driver” In July 2017, Charles Franks filed suit against Liberty County Mutual Insurance Company seeking benefits under his automobile policy. The petition alleged: A collision The post
Posted: Apr 27, 2020
A case of aggravation On August 3, 2015, while stopped in traffic on I-10 in East Baton Rouge Parish, Dunwoodie McDuffie’s Ford F-150 was rear-ended by a Nissan Xterra SUV The post
Posted: Apr 27, 2020
Parsing a three-letter word Paul Buchanan and Egbert Wilkinson were friends and co-workers. On August 18, 2015, Buchanan purchased a 1994 Ford F-350. Egbert asked Buchanan if he could “look The post
Posted: Apr 27, 2020