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

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