Dave Willis

Insurtech Insight For Agents Rough Notes, BrokerTech Ventures look at practical, front-line innovations in benefits and more Agents and brokers know how quickly the industry is changing. Insurtech innovation is driving much of that change. And a growing percentage of that insurtech work is supporting the independent agency channel. By Dave Willis, CPIA This summer, Rough Notes launched a new column, BrokerTech Spotlight, in conjunction with BrokerTech Ventures (BTV).

Celebrating Community, Education, And Diversity “We’ve been very involved in the community for a long time, so it just seemed natural that our advertising and marketing should be funneled directly to nonprofits.” —Ben Rathbun President Michigan agency finds success as an education company that sells insurance By Dave Willis, CPIA Photography by Arturo Paulino Many people working in the insurance industry—perhaps most of us—did not have designs on a career in the business. Ben Rathbun did.

2022 Agency of the Year By Dave Willis, CPIA If it’s February, it must be time for the big reveal. Yes, just as we’ve done for 30-plus years, we at Rough Notes magazine again proudly announce our Agency of the Year. Since the late 1980s, we’ve been honored to have the nation’s most remarkable independent insurance agencies grace our covers. We are continually impressed with the creativity and determination agencies exhibit as they find ways to better serve and build up their communities.