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January 2012

Marketing Agency of the Month:
23rd annual Rough Notes Marketing Agency of the Year candidates
Who will be the 2011 Agency of the Year?

Specialty Lines:
Is the road getting less bumpy?
Motor carrier business experiencing modest shifts.

Touch points—The voice of the customer
New national survey of insurance customers reveals areas of opportunities for agents.

Productive production
Vertafore's Pipeline Manager enables agencies to run professional sales organizations.

Benefits Agency:
Taking control of health risks pays off
New health care law not viewed as a deterrent to growth.

Other Feature Stories:  
New CPCU president looks ahead
Encouraging international membership is on the docket.

Workers compensation: Finding the way forward
System faces some unknowns, but some of the things we DO know about must change.

Partee Insurance Associates named the
Astonish Results 2011 e-Marketing Agency of the Year

A digital agency reinvention.

Cover agents say hard market will be delayed
. . . As industry repeats history once again.

Commercial auto begins a recovery
The line provides $23 billion in premium, affecting virtually all sectors of the economy.


Agency Financial Management—Examining an agency ownership transition
By Tom Sukay and Paul

Customer Service Focus—Conversations vs. inquisitions
By Linda M. Faulker, CIC

Winning Strategies—Is your agency at risk?
By Roger Sitkins

Agents E&O Loss Prevention—Quality file documentation
By Curtis M. Pearsall, CPCU, CPIA

Enterprise Risk Management—No one right way
By Michael J. Moody, MBA, ARM

The Innovative Workplace—Seven common EPL questions and answers
By Don Phin

Public Policy Analysis & Opinion—MLR—Repeal or not—that is the question
By Kevin P. Hennosy

Social Media Forum—A tipping point in 2012
By Tom Wetzel

Lessons in Leadership—Is there another life after insurance?
By Robert L. Bailey

Internet Marketing—Building your local brand
By John Boudreau

Digital Marketing—Your social media strategy—quantity vs. quality
By Heather Lockwood

Simply Tech—Building your agency's must-have mobile app
By Angelyn Treutel

Benefits Products & Services—Offering something permanent
By Thomas A. McCoy, CLU

Benefits Growth Strategies—Competing for talent
By Kevin Trokey


Court Decisions
Centuries of Rough Notes (Flip Book)
Rough Notes Staff




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