Cheryl Koch

Sep 29, 2023 | roughnotes.com | Cheryl Koch |Mary M. Belka |Sam Berman

Lightning In A Bottle Identifying “that certain something” that predicts success Creating a strategy and environment for seeking out and then nurturing and developing the best account managers will ensure that you maintain a competitive advantage for many years to come. By Cheryl L. Koch, CPCU, ARM, AAI, ACSR, AFIS, and Mary M. Belka, CPCU, ARM, ARe, RPLU, CIC We have the privilege of presenting our Ultimate Account Manager School© in various venues throughout the country each year. Meeting...

Sep 1, 2023 | roughnotes.com | Cheryl Koch |Mary M. Belka |Sam Berman

Breaking Free From Unnecessary Remarketing Anticipate and educate[Renewal] isn’t a time to react; it’s a time to get ahead of the situation by communicating with clients constantly, especially as market conditions continue to change.

Jul 31, 2023 | roughnotes.com | Cheryl Koch |Mary M. Belka |Sam Berman

Unnecessary Remarketing Remarketing judiciously rather than automatically[E]xperiencing the first hard market in decades … the number one drain on agency personal lines profits … has shifted from billing-related issues to that of automatically remarketing renewals.

Jul 5, 2023 | roughnotes.com | Cheryl Koch |Sam Berman

Understanding policies is an important value-added service for clients[E]very insurance contract needs to be reviewed in its totality each and every year. Surely, there are some parts that are more important than others?

Apr 28, 2023 | roughnotes.com | Mary M. Belka |Cheryl Koch |Jim Brooks

I CAN’T USE CAUGHTUP Tips for overcoming chronic backlog By Mary Belka, CPCU, ARM, ARe, RPLU, CIC, and Cheryl Koch, CPCU, ARM, AAI, ACSR, AFIS It’s become a familiar lament from harried, overwrought account managers: “How in the world can I learn to work in a different way when I’m already so far behind?” And yet, as the saying goes, if you always do what you’ve always done, you’ll always get what you’ve always gotten—which is further and further behind. Backlog elements Chronic backlog has...