Our goal is to inspire, encourage, challenge and enable you to elevate your firm’s performance. The Agency Leadership Institute –
developed in partnership between Cincinnati Insurance, Reagan Consulting and Beyond Insurance – empowers you to evaluate where you are today, where
you have the potential of going and what you can do to get there. Through small-group workshops and agency surveys, you’ll be invigorated and ready
to lead your organization to a growing and profitable future.
Establishing a sales culture impacts not only your performance, but also your customer experience, recruiting, valuation and perpetuation. Participants of the Agency Leadership Institute will understand what a high-performing culture looks like and be introduced to the 8-Step Fundamentals System™ focused on defining and ritualizing employee behaviors that drive success.
Planning for the future is important – we all agree on that. But how do you build an effective strategic plan and put it into action? Learn what great strategic planning looks like and create a clear path to build consensus around your plan in a way that motivates your entire team to put your plans into action.
Developing a perpetuation plan doesn’t happen overnight. It takes years to build a pipeline of talented and motivated agency leaders who understand your agency’s ownership and operations. Let the Agency Leadership Institute help you identify your perpetuation goals and develop a plan to achieve them.
Assessing the value of your organization means understanding the many metrics driving that value. During the Agency Leadership Institute, you’ll determine the value of your agency and learn what you can do to enhance it.
Founder and Chief Executive Officer, Beyond Insurance
Scott 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.
Scott 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. In 1993 and 1994, Scott was a Philadelphia finalist for “Entrepreneur of the Year Award,”
sponsored by Inc. magazine, Ernst & Young, and Merrill Lynch. The Philadelphia Business Journal described the award as
“the nation’s most prestigious recognition of successful business owners and the standards of excellence for the leaders
of some of this region’s hottest entrepreneurial companies.” Nominations were based upon “ingenuity, hard work, and
perseverance, which create a successful, growing business venture.”
Scott is recognized as an industry thought-leader, transformational author, and speaker. He recently wrote Summit…Reach
Your Peak and Elevate Your Customers’ Experience, a book about reaching your potential in life and at work. Scott's articles
have been published extensively in Rough Notes magazine, as well as other highly regarded industry publications throughout
the U.S., such as Forbes, Insurance magazine, CEO magazine, Sales and Service Excellence magazine, and the PIA magazine. He
has been interviewed on “The Michael Dresser Show,” KLZ-AM “Experience Pros Radio Show, Skip Prichard Learning Insights, “On
the Edge” radio show, and Kevin Price’s “The Price of Business” radio show.
Scott previously served as founder and CEO of The Addis Group, which he started in 1990 from scratch: no carriers; no revenue.
Only a $50,000 credit line and a vision of providing elite risk management services to the middle-market business segment.
Today, The Addis Group has evolved into one of the premier risk management consultants and insurance brokers in the United
In the 1980s, he was vice president and senior account manager with Johnson & Higgins in Philadelphia. While there, Scott
handled the insurance placements for many of Philadelphia’s most prestigious companies and institutions including Comcast
Corporation, Aqua Pennsylvania, the University of Pennsylvania, Temple University, Lukens Steel, and U.S. Healthcare. Scott
also played a key role in the growth of Johnson & Higgins’ middle market division.
A graduate of Princeton University, Scott is a Chartered Property & Casualty Underwriter (CPCU), a Certified Risk Architect
(CRA) and appointed to the American Institute for Chartered Property Casualty Underwriter’s Advisory Committee. Scott has
served on the boards of the Council of Insurance Agents & Brokers (Washington, DC), the National Alliance for Insurance
Education & Research (Austin, TX) and Rough Notes Magazine (Indianapolis, IN). He was also selected for the National Safety
Council’s Loss Prevention/Risk Management Committee.
Scott is active in community affairs having served as a United Way key campaigner and on the boards of The Haverford School,
GVA Smith Mack, Bryn Mawr Rehab, Camp Tecumseh, Main Line Chamber of Commerce, the Starfinder Foundation, Cabrini College,
and Lower Merion & Narberth Public Access Television. Scott is the past chairman of the Main Line Chamber of Commerce. Scott
was recognized by the Philadelphia Business Journal as one of the region’s most influential business professionals through its
Book of Leaders. Scott has also been recognized as a Distinguished Alumnus of The Haverford School and inducted into its
“Athletic Hall of Fame.”
Scott resides in Bryn Mawr, PA, with his wife, Bobbie. He has three sons, Andrew, Jeffrey, and Will. He may be reached at
Vice President - Sales, Cincinnati Insurance
Sean took the lead of the Cincinnati Sales & Marketing department in January 2016. Since joining the company in 1997, he has
held positions of increasing authority and responsibility in underwriting and field sales marketing and was appointed as an
officer of Cincinnati Insurance in 2012. During his time in the field, Sean oversaw field marketing representatives and agency
relationships in Alabama, Montana, Pennsylvania, Tennessee and Texas. Sean earned a bachelor's degree in psychology from the
University of Tennessee and a master's of business administration from the University of Phoenix.
Vice President, Growing Leaders
Holly Moore is the Vice President and Chief Operating Office
of Growing Leaders, a non-profit organization that creates
events and resources to teach leadership and career skills to
students. She is responsible for operations, marketing,
curriculum development and business growth.
Holly has worked specifically to create leader development
training programs that produce positive outcomes and are
cost-effective. During her time at Growing Leaders, the
organization has tripled in size and scope.
Holly has over 10 years of executive experience with nonprofit
organizations. She served on the board of directors for a large children’s home
serving troubled youth later served as that organization’s Director of Communications.
She was also the Vice President of Advancement for Mercy Ships, a global non-profit
organization providing free medical care in developing nations. During her tenure with
Mercy Ships, she spearheaded development efforts that helped to launch the world’s
largest privately funded hospital ship serving some of the poorest countries in the world.
Prior to her non-profit work, Holly was a health care industry executive in both
clinical and business settings. Holly’s most recent corporate position was the
Vice President of Infusion Therapy and Healthcare Products for a Fortune 500
pharmacy services company where managed multi-million dollar budgets with full
profit and loss responsibility.
Holly has a passion for developing young leaders around the world. She has
spoken to educators and emerging leaders throughout the United States as well
Egypt, Brazil, Central African Republic, and Singapore.
Holly is a Certified Practitioner for the Myers Briggs Type Indicator. She consults
with individuals and groups to present psychological types and how they apply to
relationships and team dynamics. She is also a sought-after speaker on topics
such as developing young leaders, creating a leadership culture, effective
communication, team building, and generational diversity in the workplace.
Vice President - Marketing, Cincinnati Insurance
Mark joined Cincinnati Insurance in 2012 as assistant vice president and marketing director in charge of developing and
leading the company’s strategic marketing efforts. He has more than 25 years of marketing experience with leading public
companies. Prior to joining Cincinnati, he was associate vice president of marketing for Luxottica, where he increased
brand awareness, launched digital efforts and optimized special product promotions for its business units in Sears and
Target stores. Earlier marketing management positions include director of marketing for Americas region for Nike Inc.,
assistant brand manager for Kraft Foods and distribution group manager for Procter & Gamble. Mark is a graduate of Miami
University with an MBA from Stanford Graduate School of Business.
Founder, Watermark Consulting
Jon is the founder of Watermark Consulting, a customer experience consultancy that helps companies impress their customers and inspire their
employees – creating raving fans that drive business growth. Watermark has worked with some of the world’s foremost brands, collectively
representing over 600,000 employees and $500 billion in annual revenue.
Jon is a sought-after speaker whose insights have been featured by dozens of media outlets including The Wall Street Journal, The New York
Times, NBC News and Inc. He has worked with some of the world’s foremost brands, helping organizations capitalize on the power of loyalty –
both in the marketplace and in the workplace.
Prior to founding Watermark, Jon held senior executive roles at Fortune 100 companies – leading service, technology, sales, marketing and
distribution. Early in his career, he earned the distinction of becoming the youngest senior vice president in the over 150-year history of
a leading, global financial services company.
Jon’s philosophy is simple: with every interaction, businesses win or lose share. Each touch point – be it with customers, prospects,
distributors, or even employees – presents an opportunity to either build brand loyalty or erode it.
Jon received his A.B. in Cognitive Science from Princeton University and his M.B.A. in General Management from Duke University. He may be
reached at firstname.lastname@example.org; 860-658-4381.
Chief Executive Officer, Reagan Consulting
Bobby Reagan brings more than three decades of insurance industry experience to the company that bears his name.
After graduating with high honors from the University of Tennessee, where he earned BS and MS degrees in Industrial Engineering, Bobby joined a Southeastern regional insurance brokerage firm as a commercial property and casualty producer. During his 10 years with the firm, he served in regularly ascending capacities, including COO.
Bobby received his CPCU designation in 1980. In 1984, he joined the consulting firm of Hales & Associates and, the following year, opened its Atlanta office. Two years later, in 1987, he became CEO of the firm and, in 1992, was elected Chairman and CEO.
In April 1995, Hales & Associates underwent reorganization, and Reagan Consulting was formed as a result.
Bobby’s expertise and integrity have ensured his reputation as a true authority within the insurance industry. He has consulted with many of the country’s most successful insurance agents and brokers, and worked with many leading financial institutions on their insurance initiatives.
He is also in consistent demand as a speaker and author, with speeches delivered to more than 150 insurance industry groups and associations, and articles published in the majority of the industry's trade publications.
Executive Vice President and Chief Insurance Officer, Cincinnati Insurance
J. F. Scherer is chief insurance officer and executive vice president of The Cincinnati Insurance Company.
J.F. has executive oversight responsibility for property casualty insurance operations, including commercial
lines, excess and surplus lines, personal lines, marketing and reinsurance.
He began his insurance career as an independent agent with B.F. Scherer Insurance Agency in Ironton, Ohio, and
joined Cincinnati Insurance in 1984. J.F.’s experience as an agent helped him to succeed as the company’s first
field marketing representative in Iowa. He quickly advanced through the management ranks and took the reins of
Cincinnati’s sales department in 1993.
A 1974 graduate of Eastern Illinois University, J.F. is also an alumnus of Pi Kappa Alpha fraternity and the EIU basketball team.
Senior Vice President - Commercial Lines, Cincinnati Insurance
Steve serves as senior vice president of The Cincinnati Insurance Companies. He is responsible for Cincinnati’s commercial
property casualty insurance underwriting and operations, including oversight of management liability and surety insurance;
machinery and equipment insurance; loss control and premium audit. Steve joined Cincinnati in 1991 and has held various positions
with the company, each increasing in scope and responsibilities. He was instrumental in the formation of The Cincinnati Specialty
Underwriters Insurance Company in 2007 and Cincinnati’s Target Markets department in 2010. He was responsible for sales and marketing,
including management of field underwriters and independent agency relationships from 2011 until he began his current position in 2016.
President, Reagan Consulting
Kevin Stipe has been with Reagan since 1991, and became a partner in 1995. He offers our clientele expertise in financial consulting in Mergers & Acquisitions (representing both buyers and sellers), agency valuation, value enhancement strategies, ownership perpetuation planning, and strategic planning.
An avid student of the insurance distribution system, Kevin is a regular contributor to Reagan Consulting’s extensive knowledge resources, helping maintain our position as the industry leader in research.
Kevin holds an economics degree from Auburn University. Prior to joining Reagan, he worked as a currency trader for Citicorp's North American Investment Bank in New York, and for Wachovia Bank in Atlanta.
A 1995 CPCU designee, Kevin frequently contributes to various insurance industry publications and speaks to industry trade groups and associations. He also authored the widely used Best Practices publication, The Agency Self-Diagnostic Tool, for the Independent Insurance Agents & Brokers of America (IIABA).
The program includes two separate, three-day sessions held in Cincinnati. Click on the days below to review the detailed agenda for each session or find it here.
Holiday Inn West Chester
5800 Muhlhauser Rd, West Chester Township, OH 45069
Tuition & Travel
Tuition for the program is $5,000. However, you’ll have opportunities to earn a reimbursement up to the full amount as you complete certain stages of the
Agency Leadership Institute.
While you’ll pay for your own travel costs, Cincinnati covers your lodging and meals during the workshops. Please do not make
travel arrangements until you have received an enrollment confirmation letter.
Tuition reimbursement happens in two stages:
You’ll receive a 40 percent refund ($2,000) after establishing and implementing an action plan to elevate the performance of your agency following
the program. Submit your action plan to Scott Addis or Bobby Reagan to ensure your plan meets program guidelines. Successful plans:
Identify a specific issue (or issues) that will meaningfully impact your ability to grow revenues, improve profitability or create a perpetuation plan for the agency
Include a timeline for implementation
Offer measurable targets for improvement
Establish responsibilities within the agency
Provide written commitment from your agency to act on the plan
You’ll receive up to the final 60 percent of your tuition costs based on reaching elevated performance metrics as a result of your action plan:
Provide periodic progress reports to Scott Addis or Bobby Reagan
Demonstrate the successful completion of your plan based on your measurable targets. You’ll be reimbursed for your remaining tuition based on the percent of targets met.
(Accomplish 50 percent of targeted objectives for 50 percent (or $1,500) reimbursement; accomplish 100 percent of targeted objectives for 100 percent reimbursement (or $3,000).)
Beginning Session March 4 – 6, 2019
Concluding Session June 3 – 5, 2019