Rough Notes

10/17/2026

In our current issue, learn about managing risks and exposures associated with modular construction from Mark Wooditch with Hub International.
https://roughnotes.com/resilience-by-design/

10/16/2026

Clients are not looking for another insurance presentation. They are looking for someone who understands the business behind the risk.
Learn more in this month's "Beyond Insurance" column.
https://roughnotes.com/people-buy-with-emotion-risk-advisors-win-with-empathy/

10/15/2026

Learn a better approach to accountability in this month's "Management by Coaching" column from Kimberly Paterson with CIM, Inc.
https://roughnotes.com/choosing-ownership/

10/14/2026

In this month's BrokerTech Spotlight feature, learn how Loss Run Pro is bringing speed, accuracy, and automation to loss runs.
https://roughnotes.com/breaking-the-paper-chain/

10/13/2026

A retirement plan’s success depends on more than money. Learn more in this month's Benefits Focus feature.
https://roughnotes.com/a-retirement-plans-success-depends-on-more-than-money/

10/10/2026

When it comes to the decision of perpetuation: Before deciding how ownership should evolve, define what you want your organization to become.
https://roughnotes.com/the-great-pause-understanding-the-decision-behind-perpetuation/

10/08/2026

Have you met your inner critic? Be aware of the inner voice that talks you out of taking risks.
Learn more from Meg McKeen in this month's "Let's Lead" column.
https://roughnotes.com/have-you-met-your-inner-critic/

10/07/2026

Remember, holding steady on price doesn’t mean holding steady on risk.
Learn more about the current market in this month's Focus on Personal Lines feature from Ryan Byrd with B.F. Saul Insurance.
https://roughnotes.com/personal-lines-stabilized-but-the-work-isnt-done/

10/06/2026

Congratulations, McClone Insurance!

We did it. 🎉 McClone is officially a 2026 Applied Pinnacle Award winner!

The Pinnacle Award is Applied Systems’ highest customer honor, recognizing innovation, partnership, and the way organizations are using technology to improve how they work and serve clients.

This recognition reflects a lot of work across McClone over the years. Our team has tested new ideas, challenged old processes, shared feedback, and kept pushing for better ways to support our clients and each other.

For our clients, this means we’re staying close to the technology shaping our industry and looking for practical ways to make their experience better.

That work has also opened the door to some unique opportunities. McClone was recently the only agency selected to participate in early testing of new agentic workflows within Applied Epic, including an in-person working session at our Madison office with members of Applied’s product team from across the United States and Israel.

Congratulations, Team McClone! 💙 We’re incredibly proud of our team and everything that went into earning this recognition.

Read more here ➡️ https://hubs.ly/Q04zbDJn0

10/06/2026

When leaders project confidence grounded in clarity and purpose, the organization … begins to believe in the direction, the mission, and ultimately themselves.
Learn more in this month's "Winning Strategies" column from the Sitkins Group, Inc.
https://roughnotes.com/confidence-is-contagious/