Beyond Insurance

Beyond Insurance to Higher Performance

"You have always put your money where your mouth is and led by example. A lot of agents claim to do a lot of things that they wish they could do. You just do it. You have created the agency of the millennium."
Don Brown, President and CEO Compliance Check, St. Petersburg, FL

16 Stimulators to Accelerate Agency Value

The 16 Beyond Insurance® stimulators are aimed at elevating and differentiating the consumers' perception of you and your agency. As you embrace the stimulators, you move from transactional and commodity focused to a consultative, diagnostic trusted advisor, much like that of a CPA, attorney, or physician.

  • 1. Build a Powerful Relationship Network
  • 2. Benchmark Customer Intimacy, Appreciation and loyalty
  • 3. Move to a Referral Based Consultative Sales Process
  • 4. Increase the Profitability of your Book of Business
  • 5. Improve Prospect Research & Qualification
  • 6. Implement a Results-Oriented Cross-Sell System
  • 7. Increase the Profitability of your Book of Business
  • 8. Gain a Sense of Clarity, Simplicity, Purpose & Passion
  • 9. Enhance Carrier Relations Including Leveragability
  • 10. Stimulate Employee Enthusiasm for Your Agency's Business Model
  • 11. Develop a Differentiated Reputation and Brand in Your Community
  • 12. Improve Your New Business Hit Ratio
  • 13. Significantly Improve Compensation
  • 14. Enhance Agency Operating Ratios Including Per Employee Revenue
  • 15. Fuel Organic Growth
  • 16. Accelerate Agency Value