Interview: F. Scott Addis

CHART spoke to Scott Addis, CEO of Beyond Insurance.


What does Beyond Insurance do?

Founded in 2007, Beyond Insurance is a coaching and consulting firm that drives top-line revenue growth of insurance organizations through a systematic process of differentiation, innovation and transformation. A unique capability of Beyond Insurance is its ability to enhance sales leadership and sales cultures. Beyond Insurance has also coined the term “The Risk Revolution” -- a mission to lessen the dominance of the insurance bid and enhance industry perception.

Core to the teaching of Beyond Insurance is its firm belief in the risk management process, a 4-step approach to identify, measure, mitigate, transfer and monitor the risks facing an organization. Supporting its risk management approach are proprietary tools including the Intelligence Quotient for Risk Management (IQRM) – a quantifiable risk assessment tool consisting of a systematic method to better understand the risks facing an organization.

“There is a great momentum in CHART. And, momentum leads to excitement, trust and confidence. And confidence leads to action. I give Glenn Clark tremendous credit for his vision and leadership. CHART is getting stronger… it is going to be a dominant organization.”

The IQRM benchmarks performance against ideal industry standards and facilitates the design of risk control and mitigation strategies. Each module has been crafted by one or more subject matter experts.

Beyond Insurance has also created the Certified Risk Architect (CRA) designation, the new breed of insurance agent -- consultative, diagnostic, results-oriented and focused on managing and mitigating risks rather than selling insurance. The CRA’s disciplined approach, planning process and service standards differ significantly from the traditional insurance agent or broker. He or she has been trained to begin each engagement with a blueprint focused on the identification, evaluation and measurement of risk – a complete enterprise, diagnostic risk management checkup.

Why are you involved with CHART?

Beyond Insurance has put together a network of enlightened agents & brokers – the Beyond Insurance Global Network (BIGN). Its members support each other in achieving market leadership, organic growth and profitability goals through advanced processes, decision support capabilities and best practices. BIGN members are involved with CHART for a number of reasons. One is differentiation. The members understand that having access to the London market is a different strategy. Number two, is the customer experience – the action and results of the Lloyds brokers and syndicates that make each BIGN member feel important, valued, understood and respected.

Tell us about the CHART trip to London?

The trip was amazing. While I had expectations about touring Lloyds, meeting the London brokers and syndicates, the experience blew me away. The innovative qualities of the London marketplace and its positive response to those of us from the US was most appreciated.

And what do you hope to accomplish this week?

I am joined in Baltimore with a handful of Beyond Insurance Global Network members. We are actively interacting with the London brokers and syndicates with goal of building mutually beneficial relationships. We love London’s broad underwriting appetite and creative flair. The participating BIGN members are confident that the experience will give them a competitive edge.

Any surprises this week in terms of things you've learned or interactions you've had?

There is a great momentum in CHART. And, momentum leads to excitement, trust and confidence. And confidence leads to action. I give Glenn Clark tremendous credit for his vision and leadership. CHART is getting stronger… it is going to be a dominant organization.

What are you hoping the future for CHART will be?

CHART is about enlightenment; letting US agents and brokers truly understand the power of the London market and vice versa. Beyond Insurance S c o t t Addis, CPCU, CRA, CBWA 2 2 0 0 Renaissance Blvd, Suite 175, King of Prussia, PA 19046 (484) 704-9501 saddis@beyondinsurance.com.

F. Scott Addis, CPCU, CRA, CBWA CEO, Beyond Insurance.
Scott, who has been recognized as one of the “25 Most Innovative Agents in America” by The National Alliance for Insurance Education and Research and also received The Franklin Award for outstanding achievement and contribution to the insurance industry in the Delaware Valley, serves as the CEO of Beyond Insurance. Founded in 2007, Beyond Insurance is a coaching and consulting firm that drives top-line revenue growth of insurance organizations through a systematic process of differentiation, innovation, and transformation. A unique capability of Beyond Insurance is its ability to enhance sales leadership and sales cultures. Beyond Insurance has also coined the term “The Risk Revolution” — a mission to lessen the dominance of the insurance bid and enhance industry perception.

Download This Article