Beyond Insurance

What Beyond Insurance does

Beyond Insurance, operating as the brand name of Addis Intellectual Capital, LLC (founded 2008, headquartered in Exton, Pennsylvania), runs the Beyond Insurance Global Network (BIGN), the self-described 4th largest peer-to-peer network for independent insurance agencies in the United States, comprising 60+ partner agencies nationwide. The core offering enables non-competitive collaboration among best-in-class independent agencies through the Trusted Risk Advisor methodology, anchored by a proprietary Five-Step Risk Management Process (identify, analyze, control, implement, monitor/adjust), formal Trusted Risk Advisor certification, and a portfolio of 30+ IQRM risk assessment tools that help member agencies convert from transactional policy sellers into diagnostic, consultative advisors. The product surface also includes the Organic Growth Assessment (a 20-question diagnostic across seven growth disciplines), the Sales Leadership Index (a 20-question assessment across ten sales leadership disciplines), Sales Playbook Development for member agencies, on-demand Sales Accelerators modules, a Producer Boot Camp, and Carrier Programs enabling multi-carrier representation.

Revenue is generated through a mix of recurring membership fees from agencies joining BIGN, professional services revenue from training and certification programs (Trusted Risk Advisor certification, Producer Boot Camp), and subscription revenue from paid diagnostic assessments. Pricing is not publicly disclosed; agency membership operates on a quote-based annual subscription with tiering tied to agency size and programs accessed. The stated value proposition centers on a 2.5x higher new business hit ratio for member agencies vs. non-members and access to top agents, brokers, and consultants across the network.

The go-to-market is community-led and event-driven: the company uses content marketing (an active blog covering sales skills, leadership, agency growth, and risk management), the BIGN Spring Exchange as an annual in-person convening, email newsletters, and self-serve online assessments as mid-funnel acquisition tools for insurance professionals. The named customer base spans mid-market independent insurance agencies such as The Magnolia Agency, The Mid-State Group, Three Arbor Insurance, EAB Insurance Group, The Insurance Market, and Lakeside Insurance. Leadership disclosed in source materials is limited to Carolyn Smith, Chief Training Officer, who leads strategy and execution for program development and acts as lead developer/trainer for the Trusted Risk Advisor certification and Producer Boot Camp.

Name

Beyond Insurance

Legal name

Addis Intellectual Capital, LLC

Website

https://beyondinsurance.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

Beyond Insurance operates the Beyond Insurance Global Network (BIGN), a U.S. peer-to-peer membership network connecting 60+ independent insurance agencies through proprietary Trusted Risk Advisor methodologies, certification programs, risk assessment tools, and training.

Ownership category

akta.pro rank

Product category

Insurance Agency Network Services

NAICS

Agencies, Brokerages, and Other Insurance Related Activities (5242), Other Insurance Related Activities (52429)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Embedded Insurance & Affinity Distribution Platforms (FSAGAGAL)

akta.pro secondary industry

Insurance (EDAAAPAH)

Keywords

• Insurance agency network
• Risk management training
• Trusted Risk Advisor certification
• Independent insurance agencies
• Insurance sales methodology

Headquarters

HQ city

King Of Prussia

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Membership Network Fees: Beyond Insurance operates as a membership organization for independent insurance agencies. Agencies pay membership fees to join the Beyond Insurance Global Network and access proprietary materials, training programs, assessments, and peer collaboration.
2. Training and Certification Programs: Revenue generated through Trusted Risk Advisor certification, Producer Boot Camp, and other professional development programs for insurance agents, brokers, carriers, and risk managers.
3. Assessments and Tools: Paid assessments and diagnostic tools including the Organic Growth Assessment and Sales Leadership Index used by member agencies.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels5 records

Core offering

Beyond Insurance operates a peer-to-peer network (Beyond Insurance Global Network / BIGN) for independent insurance agencies, providing training, certification, assessment tools, and proven sales and risk management methodologies. Its flagship offering is the Trusted Risk Advisor certification program, designed to elevate agency capabilities in consultative selling and risk advisory services.

Product overview

Beyond Insurance is a peer-to-peer network and professional development organization for independent insurance agencies. Its core offering is the Beyond Insurance Global Network (BIGN), supported by the Trusted Risk Advisor Program built around a five-step risk management process. The company also provides Carrier Programs for multi-carrier representation, two diagnostic assessment tools (Organic Growth Assessment and Sales Leadership Index), formal Trusted Risk Advisor Certification, a Producer Boot Camp, and Sales Playbook Development services for member agencies. The product portfolio is delivered as a services-and-training model rather than a software platform, focusing on consultative selling methodology, agency leadership development, and organic growth strategy for independent insurance professionals.

Differentiator

Problem solved

Functional benefit

Brands

• Beyond Insurance Global Network (BIGN): An exclusive peer-to-peer group of best-in-class independent agencies that serve their clients as diagnostic, consultative Trusted Risk Advisors.

Products and services

• Beyond Insurance Global Network (BIGN)
• Trusted Risk Advisor Certification
• Risk Assessment and Diagnostic Tools
• Sales and Risk Management Methodologies

Quantifiable outcome

• 2.5x higher new business hit ratio for member agencies
• +2 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Three partnerships are on record, tiered core.

• Addis Intellectual Capital, LLC (AIC)coreOthersAddis Intellectual Capital, LLC is the parent company of Beyond Insurance and the Beyond Insurance Global Network. AIC develops and owns the proprietary materials, methodologies, and trade secrets used within the network.
• Member Agencies of Beyond Insurance Global NetworkcoreStrategic or Co-development PartnerIndependent insurance agencies that hold active license agreements with Beyond Insurance and gain access to proprietary materials, training programs, and the peer collaboration network.
• Carrier PartnerscoreChannel Partner/ Reseller/ DistributorInsurance carriers that member agencies represent and access through their independent agency status. The network helps agencies build stronger carrier relationships through demonstrated consultative expertise.

Scale indicators7 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Bold Penguin: Bold Penguin is an insurtech that operates a commercial insurance exchange connecting small businesses with agents and carriers — an emerging player targeting the same independent-agency distribution channel as Beyond Insurance, though with a technology-platform approach.

Direct peers

• MarshBerry: MarshBerry is a consultancy that helps insurance agencies grow organically, structure ownership transitions, and complete M&A — operating in the same insurance-agency-services space as Beyond Insurance and addressing the same mid-market agency principals.
• Trusted Choice: Trusted Choice is the consumer-brand and marketing program of IIABA that connects independent insurance agents nationwide with shared marketing, technology, and peer resources — directly comparable to Beyond Insurance's BIGN peer-network model for independent agencies.
• Reagan Consulting: Reagan Consulting is an insurance distribution consultancy specializing in organic growth benchmarking, perpetuation planning, and producer development for P&C agencies — closely aligned with Beyond Insurance's diagnostic-assessment and growth-coaching offerings.

Broad incumbents

• Council of Insurance Agents & Brokers (CIAB): CIAB is the principal trade association for commercial insurance brokers and agents in the U.S., offering advocacy, education, and networking — an adjacent broad incumbent that overlaps with Beyond Insurance's professional-development and peer-networking focus.
• Applied Systems: Applied Systems is a leading provider of cloud-based agency management software (Applied Epic, Applied TAM) used by the majority of mid-market independent agencies — a broad incumbent that serves the same agencies as Beyond Insurance, though with technology rather than peer-network offerings.
• Hub International: Hub International is a large global insurance brokerage that has aggressively consolidated independent agencies, making it both a competitor for the same agencies Beyond Insurance serves and a structural force in the agency-consolidation trend that pressures the independent-agency TAM.
• Vertafore: Vertafore is a major insurance technology provider offering agency management systems (AMS360, Sagitta) and the NetVU user community for independent agencies — comparable as a broad incumbent serving the same independent-agency ecosystem with technology and peer engagement.
• Independent Insurance Agents & Brokers of America (Big I / IIABA): IIABA is the largest U.S. trade association for independent insurance agents, providing advocacy, education, and shared resources — a broad incumbent in the same independent-agency enablement category that Beyond Insurance serves at a more curated, mid-market level.

Others

• Insurance Journal: Insurance Journal is a leading trade publication covering the independent insurance industry, serving as an adjacent media and content ecosystem that overlaps with Beyond Insurance's content marketing, sales skills, and agency-growth educational content.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/beyondinsurance
• LinkedInlinkedin.com/company/beyondinsurance

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Beyond Insurance