Virtual Learning

Goodbye Agent & Broker, Hello Risk Manager

Commoditization.  Industry perception. The consumer’s addiction to the bid.  Everyday challenges for agents and brokers.  Learn how to shift your client’s mindset with an Enterprise Risk Management (ERM) experience that goes far beyond product and price.

April 13 - 17, 2020

A powerful enterprise risk management approach that transformed the way I do business.

Virtual Learning Plan

The award-winning CorpU platform is a collaborative learning system. You will master the methods to thinking like a risk manager in just 30 minutes a day over one week.

  • Participate anywhere, anytime on any device—on your desktop computer or laptop, tablet or mobile phone. 
  • Interact online with your designated peer group and a community of experts.
  • Actively engage through industry expert videos, case studies, articles, and thought-provoking exercises with robust online discussion groups.

Course Outline

Topics to be covered during the program include:

  • Developing your unique message
  • Mastering the 5-Step Risk Management Method
  • Applying the Risk Decision Matrix
  • Implementing key takeaways, tools and tactics

Who should participate? 

Seasoned, successful agents and brokers who want to step up their game!

Key Benefits

Formal training in consultative, diagnostic and risk advisory skills will give you a distinguished brand and competitive advantage in the marketplace.

  • ERM Model
  • Shift in consumers' mindset
  • Risk diagnostics 
  • Underwriting concessions
  • Differentiation
  • Escaping commoditization
  • Credibility leading to trust
  • Elevating your perception
  • Risk Decision Matrix
  • Improving your performance

Meet the Experts

Performance Coaches



Scott Addis
Chief Executive Officer
Beyond Insurance

Matt O'Neill
Chief Experience Officer
Beyond Insurance


Carolyn Smith

Carolyn Smith
Director of Marketing & Curriculum Development
Beyond Insurance

Register Now for April 13 - 17, 2020 Course

Register Now

Private Groups


Exclusive private groups are also available for agencies and teams.  Contact us to find out more.

Contact Us