Empowering Insurance Carriers, Agents, and Brokers to Reach Their Greatest Potential

For Agency Leaders

The Organic Growth Assessment benchmarks your organization’s brand, processes and customer experience to identify strengths and opportunities. Find out how you can positively impact your agency's organic growth. 

For Producers

The Producer Growth Assessment is a survey designed to measure your current performance relative to your potential. Take the assessment to identify your unrealized growth potential.

A network of leading independent agencies

The Beyond Insurance Global Network

Partners Nationwide
Higher new business hit ratio
IQRM Risk assessment tools
Largest insurance network in the U.S.

Case Study

Process Improvement: RiskSOURCE (BIGN Partner in West Chester, OH)

In 2009, Jonathan Theders felt frustrated and stuck in the commodity trap. "It was the realization of what we didn't like about the business that made us realize we needed to reinvent ourselves. So in January 2010, we drew a line in the sand and committed to hold ourselves to a higher standard... to institute a process, not product-oriented approach to client acquisition and retention. As a result, the past 9 years have been transformational!" 

New Business Hit Ratio
Discovery of Uninsured Risk during audit process
Average uninsured risk during audit process
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The Benchmarking Process

RWR Insurance (BIGN Partner in Bedford, PA)

RWR had a number of high quality, technically proficient producers and account managers, yet lacked a consistent customer experience supported by a benchmarking process. Now, RWR has established a performance review process for account managers that utilizes the results of a customer loyalty and engagement benchmarking survey. 

Client Rentention
Organic Growth Rate
Net Promoter Score
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Workshop Impact Analysis

Beyond Insurance Workshops

The Beyond Insurance workshops help individuals and organizations gain a competitive edge through a variety of proven strategies, tools and tactics.  Each program requires participants to enter with a growth mindset supported by a passion to move to the next level of success.

Number of Workshops
Number of Workshop Participants
Would Recommend the Workshop
Performance Improvement
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workshop impact

The Network

BIGN Members

The Beyond Insurance Global Network (BIGN) is a select group of independent agencies who serve their clients as valued trusted advisors with a focus on risk profile improvement. Members empower their clients to reduce risk, improve their bottom line, and maximize their insurance investment. BIGN members act as partners to the entire Network, supporting each other in achieving market leadership, organic growth, and profitability goals through advanced processes, decision-support capabilities, and best practices.

New Business Hit Ratio
Higher Per Employee Revenue Compared to Best Practice Agencies
Client Retention
Higher Organic Growth Rate Compared to Best Practice Agencies
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Voices of those we serve

Beyond Insurance continues to receive rave reviews from participants who attend our programs. We measure our success based upon our ability to move insurance and risk management professionals to the next level.




John F. Piazza

HUB International NE

The Beyond Insurance workshop empowered me to formulate a diagnostic process that has turned into an empire consisting of $6.2 of revenue.  Today, I only work on broker of record letters and have a 100% hit ratio.


Karl Henley

Seibert Keck Insurance Partners

Since adhering to the fundamentals learned in the Beyond Insurance Great Escape workshop, I consistently have a new business hit ratio of 75 to 80%.  And, I do not chase anymore.


Kevin Ude

Beatty Insurance

I am a producer in a rural area.  What I really like about the Beyond Insurance concepts is that they fit not only for large accounts but also for small owner/operated businesses. I took more away from this 1 & 1/2 day program than I have in my first year of insurance training.

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