Our Solutions

Results-oriented programs that make distinctive, lasting, and measurable improvements in mindset, performance, and customer engagement.

The core business of Beyond Insurance is helping individuals and organizations develop so they may capture unrealized potential.

Training Programs

Personalized sessions that boost performance

Our diagnostic, consultative sales training programs are available for state associations and carriers.

Carrier Training

Agent Training

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Trusted Risk Advisor Program

Diagnostic, Consultative, Process-Oriented

Offered through many state associations, the Trusted Risk Advisor certification differentiates you with clients, prospects, carriers, centers of influence, and in your community through the utilization of an enterprise risk management framework supported by skills, tools and tactics.

Certification Sessions

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Beyond Insurance Toolkit

Assessments for Every Role

For Agency Leaders

Learn how you can empower your agency to go to the next level with an increase in organic growth supported by six best practice disciplines.

Take Assessment

For Sales Leaders

Find out if you have what it takes to positively impact the sales culture within your organization to shape, guide and mold business development success.

Take Assessment

For Producers

Take the Producer Growth Assessment and discover how you can capture your Unrealized Growth Potential (UGP) through 10 proven disciplines.

Take Assessment

Training Program Testimonials

Robert Truckor

First Insurance Group

The Great Escape was the first seminar that I ever attended that helped me differentiate myself from other producers. In the month following the program, I closed 100% of my accounts and produced nearly $25,000 in agency commissions.

Ralph Whitehurst

Triangle Risk Advisors

As a result of the Trusted Risk Advisor (TRA) program, I performed confidential employee interviews with an existing account who was experiencing a rash of injuries. I learned more in two 1 hour sessions from the four employees than I had over the last 15 years working with them.

Don Mitchell

Horn & France Insurance Agency

Using the Beyond Insurance approach, I am confident that there will be vast improvement and growth in my book of business.