Beyond Insurance
Beyond Insurance to Higher Performance
"I cannot begin to tell you how much we all have appreciated your time and help. The feedback has been all positive and enthusiastic. Your time and thoughtfulness is amazing."
Frank W. Swingle, President & CEO Swingle, Collins & Associates, Dallas, TX
Beyond Insurance
Beyond Insurance to Higher Performance
Beyond Insurance is a coaching and training process designed to take you and other members of your firm Beyond Insurance to perform at a level not seen before. The Beyond Insurance process provides innovative systems, strategies, services and tools aimed at elevating and differentiating the consumers' perception of you and your agency. You will gain a sense of clarity, simplicity, purpose and passion as you move from transactional and commodity focused to a consultative, diagnostic trusted advisor, much like that of a CPA, attorney, or physician. Importantly, the process will protect you from the "commodity trap."
What is so unique about the Beyond Insurance process is that the developer of the program, Scott Addis, has already put these systems to work to create a hugely successful agency, which is still thriving today. His proven approach has been “game tested” in over 1,500 engagements covering over 50 industries.
Beyond Insurance consists of six distinguished systems
This isn't theory; this is reality. Beyond Insurance is not “sales motivation.” It is a process of redefining and enhancing your agency’s business performance. The success of Scott’s Beyond Insurance process is shown in the performance measurements below:
| Beyond Insurance Process | Normal Agency Process | |
| New business "hit ratio" | 90% | 25% |
| Customer rentention | 99% | 90% |
| Per employee revenue | $250,000 | $110,000 |
| Carrier loss ratio | 27% | 57% |
| Outside Competition on Key Accounts | 2% | 20% |
| Referrals per week | 5 | 1 |