Succeed Management Solutions, LLC Partners with Scott Addis to Educate Commercial Insurance Producers on How to be Effective Risk Advisors

Succeed and The Addis Group introduce a new class, “Dare to be Different…The Customer Experience Journey,” which demonstrates effective strategies for producers to differentiate themselves within their market by adopting a consultative and diagnostic risk management approach.

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Portland, OR (PRWEB) March 14, 2014

In today’s increasingly competitive and commoditized commercial insurance marketplace, agency producers need to find new and effective methods to stand out and differentiate themselves. Winning new business, and securing the continued loyalty of existing clients, requires more than just providing the right insurance coverage at a competitive price. The broker must genuinely understand the needs and desires of the client – the customer’s experience, perceptions, and expectations – in order to deliver a level of service that generates tangible client loyalty.

“Dare to be Different…The Customer Experience Journey,” is a new seminar created by Scott Addis to help commercial insurance producers understand and fulfill the needs of their prospects and build a sustainable business practice. Succeed Management Solutions, the leader in web-based Enterprise Risk Management software solutions, is pleased to partner with The Addis Group to present this innovative approach to producers across the country in a series of webinar programs.

In “Dare to be Different…,” producers will have the opportunity to analyze the customer experience journey with a keen eye on value proposition, customer loyalty, the lifetime value of the customer relationship, and logic vs. emotion in the consumer's purchasing decision. The customer experience journey represents the sum of all experiences that the customer has with the broker, and the actions and results that make the customer feel important, understood, heard, and respected.

This workshop also highlights six essential steps for differentiating a producer’s brand. These are critical elements for building the optimal customer experience. Addis will also discuss how the Succeed Risk Management Center can assist producers in these efforts. In short, the Risk Management Center can help create more valuable, sustainable relationships with clients.

Scott Addis, recognized as one of the “25 Most Innovative Agents in America,” began The Addis Group in 1990. The company quickly grew to be a very large and successful insurance company. Addis’ success can be attributed to his passion for risk management and risk mitigation. He realized that being a trusted risk advisor to the client is the key to making the sale. Producers who understand the importance of risk management can use that as an essential part of their sales strategy.

Curt Shaw, President and CEO of Succeed Management Solutions, LLC, started his career as a consultant and EHS manager for several Fortune 500 companies. He is a nationally recognized leader in risk management. Mr. Shaw started Succeed Management Solutions as a way to offer organizations enhanced risk management solutions, and created the Risk Management Center, a software platform that is proven to reduce the severity and frequency of incidents.

Shaw and Addis joined forces in 2008 and have partnered on projects ever since. They work together to help educate producers on how to “un-commoditize” the insurance policy and be able to advise their clients on the subject of risk management.

About Succeed Management Solutions

Succeed is the recognized leader in providing web-based Enterprise Risk Management solutions. Thousands of organizations use the Succeed Risk Management Center as a holistic solution to improve their risk management programs, implement web-accessible employee safety training programs, increase efficiencies, and lower the frequency and severity of claims and associated costs.

The Succeed Risk Management Center contains a suite of software applications that help manage claims and OSHA reporting (Incident Track™), behavior-based safety programs (BBS Track ™), hazard communication and Safety Data Sheets (SDS Track™), Return to Work programs (Job Description Track™), employee training (Training Track™), and third party insurance compliance (COI Track®). Succeed also offers other support services, such as managing Safety Data Sheets and creating custom training courses.

About The Addis Group
Founded in 1990, The Addis Group has evolved into one of the premier risk management consultants and insurance brokers in the United States.
The Addis Group oversees the risk management, workforce and insurance needs of more than 1,500 commercial and individual clients throughout the United States and abroad representing over $190 million in premium or premium equivalents. We are recognized as the industry leader as measured by client retention, quality and integrity of staff, community involvement, carrier relations, marketplace reputation as well as recognition and awards.


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risk exposure, risk management process, risk reduction, risk mitigation Succeed Management Solutions, LLC

Risk management and loss control solutions to mitigate risk, ensure employee health and safety, and deliver an OSHA compliance program