Rough Notes

ON THE MOVE

ON THE MOVE  New ISO homeowners forms update coverage for conveyances It would be useful if ISO could define a logic for liability coverage that would apply equally to air, The post

Posted: May 18, 2022

INTELLIGENCE PODCAST SHOWS

AGENCY INTELLIGENCE PODCAST NETWORK SHOWS—PART TWO Podcast series wraps with a look at five programs By Christopher W. Cook It’s time to wrap up our hat trick of articles about The post

Posted: Apr 29, 2022

Five criteria employers use to evaluate advisors

MEASURING UP Five common criteria employers use to evaluate advisors By Brian Freeman With more than a million insurance agents, brokers and service employees in the United States, businesses often The post

Posted: Apr 29, 2022

Five criteria evaluate advisors

MEASURING UP Five common criteria employers use to evaluate advisors By Brian Freeman With more than a million insurance agents, brokers and service employees in the United States, businesses often The post

Posted: Apr 29, 2022

Winning Strategies-BUILDING TRUE SALES LEADERSHIP

BUILDING TRUE SALES LEADERSHIP Holding producers accountable and changing counter-productive behaviors  It’s not enough to tell producers they need to make more sales any more than it’s enough for a The post

Posted: Apr 29, 2022

BUILDING TRUE SALES LEADERSHIP

BUILDING TRUE SALES LEADERSHIP Holding producers accountable and changing counter-productive behaviors  It’s not enough to tell producers they need to make more sales any more than it’s enough for a The post

Posted: Apr 29, 2022

PEOPLE The most powerful, important, expensive, destructive and fragile business asset

PEOPLE The most powerful, important, expensive, destructive and fragile business asset   In business, we have attempted to become much more attuned to “people” issues. We have established personnel or The post

Posted: Apr 29, 2022

PEOPLE important, business asset

PEOPLE The most powerful, important, expensive, destructive and fragile business asset   In business, we have attempted to become much more attuned to “people” issues. We have established personnel or The post

Posted: Apr 29, 2022

DISABILITY INSURANCE

DISABILITY INSURANCE Protecting income never goes out of style   By Thomas A. McCoy, CLU “The more things change, the more they stay the same.” Benefits menus will always evolve, The post

Posted: Apr 29, 2022

RISK MANAGEMENT: SAVING THE FAMILY BUSINESS

SAVING THE FAMILY BUSINESS Tips for when a business owner decides to exit We need to help the organizations we work with think of succession as a process, not an The post

Posted: Apr 29, 2022

SAVING THE FAMILY BUSINESS

SAVING THE FAMILY BUSINESS Tips for when a business owner decides to exit Succession We need to help the organizations we work with think of succession as a process, not The post

Posted: Apr 29, 2022

CUSTOMER SERVICE FOCUS: SERVICE THAT STARTS WITH THE EMPLOYEE EXPERIENCE

SERVICE THAT STARTS WITH THE EMPLOYEE EXPERIENCE Eight characteristics of great service teams If an organization wants to improve the customer experience, perhaps they should first consider the employee experience. The post

Posted: Apr 29, 2022

the EMPLOYEE EXPERIENCE

SERVICE THAT STARTS WITH THE EMPLOYEE EXPERIENCE Eight characteristics of great service teams If an organization wants to improve the customer experience, perhaps they should first consider the employee experience. The post

Posted: Apr 29, 2022

TO THE POINT: THE REAL “ROOTS” OF THIS BUSINESS

THE REAL “ROOTS” OF THIS BUSINESS Faltering insurtechs embrace agents   Apps can do many things, but … only humans can be invested with trust. Sustainable growth comes from building The post

Posted: Apr 29, 2022

ROOTS OF THIS BUSINESS

THE REAL “ROOTS” OF THIS BUSINESS Faltering insurtechs embrace agents   Apps can do many things, but … only humans can be invested with trust. Sustainable growth comes from building The post

Posted: Apr 29, 2022

TIKTOK: short-form, online video platform

TIKTOK Does the short-form, online video platform fit in your marketing program?   Your agency’s story and the content you have available for your marketing campaign is what’s important. Can The post

Posted: Apr 29, 2022

TIKTOK online video platform

TIKTOK Does the short-form, online video platform fit in your marketing program?   Your agency’s story and the content you have available for your marketing campaign is what’s important. Can The post

Posted: Apr 29, 2022

INSIDE MATTERS: NAVIGATING THE HYBRID WORKPLACE

NAVIGATING THE HYBRID WORKPLACE Six components to help increase your chances of overall success Many agencies did not have operational consistency pre-COVID; this can be exacerbated by throwing remote employees The post

Posted: Apr 29, 2022

NAVIGATING HYBRID WORKPLACE

NAVIGATING THE HYBRID WORKPLACE Six components to help increase your chances of overall success Many agencies did not have operational consistency pre-COVID; this can be exacerbated by throwing remote employees The post

Posted: Apr 29, 2022

TechKnowFile_USING DATA TO GROW YOUR BUSINESS

  USING DATA TO GROW YOUR BUSINESS Boosting retention, driving new business, and holding staff accountable [O]ur agency management system … updates feeds with renewals, new business and production goals The post

Posted: Apr 29, 2022

DATA GROW YOUR BUSINESS

  USING DATA TO GROW YOUR BUSINESS Boosting retention, driving new business, and holding staff accountable [O]ur agency management system … updates feeds with renewals, new business and production goals The post

Posted: Apr 29, 2022

TOP FIVE WAYS TO MAKE YOUR EMAILS MORE APPEALING

TOP FIVE WAYS TO MAKE YOUR EMAILS MORE APPEALING  Make them concise, clear, and not something recipients dread receiving When it comes to a call to action, or CTA, do The post

Posted: Apr 21, 2022

TOTAL EXCLUSIONS IN LIMITED WAR

TOTAL EXCLUSIONS IN LIMITED WAR Will 21st century conflict call for 18th century insurance practices? By Joseph S. Harrington, CPCU Any Ukrainian currently suffering hardship or exile under Russian bombardment The post

Posted: Apr 21, 2022

SMALL DOESN’T MEAN SMALL TO CYBER RISK

SMALL DOESN’T MEAN SMALL WHEN IT COMES TO CYBER RISK Five ways that agents can sell more cyber coverage and protect small business clients By Robert Holt Some believe that The post

Posted: Mar 30, 2022

TAKING AIM AT CYBER THREATS

TAKING AIM AT CYBER THREATS With cybercrime–and cyber insurance rates–on the rise, insurers are demanding more risk management efforts from organizations By Jeremy Gittler An automobile manufacturer. A pipeline company. The post

Posted: Mar 30, 2022