|SIAA National Profitability Bonus||5|
|SIAA National (PMSF) Portfolio Mgmt Service Fee||4|
|Incentives & Overrides?||Incentives & Overrides?||Incentives & Overrides?||3|
|Profit Sharing?||Profit Sharing?||Profit Sharing?||Profit Sharing/FVB||2|
Top Tier Commissions
Top Tier Commissions
Top Tier Commissions
|TOTAL MEMBER DISTRIBUTION||2014
I am passionate about the development and growth of the independent insurance agent. My team and I facilitate the onboarding, training and coaching of our agents to increase their revenue, grow their agency value and impact the overall lives of the agent and their families.
I’m part of something that has the ability to dramatically improve and grow an agent’s independent business. I’m motivated by the fact I’ll be able to impact those results at a local level. I visit members to review their goals and business plans, and offer SIAA and OAA resources to help them succeed.
I oversee contracts and amendments for our new members as well as assist with the onboarding process. I am honored to help our members receive direct codes with our Strategic Partner Carriers (SPC) and ensure they are paid properly for the business they write, which increases their overall agency income.
I get to work with our members every day. When an agent joins OAA they have access to so many companies, but that means lots of learning. I work as a mentor to train them so they can write profitable business and, I help our more experienced members place hard-to-write business.
I help our ISM’s by making sure they understand how to accurately complete an application with the information necessary to get a quote. I enjoy talking to them and helping them learn efficient ways to increase their business.
It’s my goal to be of service to every agent that calls AccessPlus. I bring my industry experience and every resource OAA has to offer. I do my best to make sure every agent has the opportunity to take full advantage of those benefits and place the right business with the right carrier the right way.
I oversee finances at OAA. I keep an eye on all incoming and outgoing cash, calculate incentives, and help members stay compliant and up to date on monthly reporting. I enjoy seeing our members make more money and change their future.
I love spreadsheets and numbers. I take care in preparing monthly payments to members in a timely manner. I want our members to make the most money and take the least risk, so I work with them to stay in compliance.
I am the first face of OAA in the field. I find and help agents with an entrepreneurial spirit cross the bridge of fear to the independent agency side of the insurance industry. I help them through the entire process to realize their dreams.
I work with prospective and current members to discover their dreams and goals and identify how OAA can help. I introduce them to the support of OAA and show them how they can gain access to the best companies, achieve compensation on a level they couldn’t reach before, and navigate into the future.
I have the best job at OAA ̶ showing our future Members how to build their legacy. I have the honor of introducing OAA to agents that may not know there is a company ready and willing to walk beside them as they grow.
I started OAA to give local agents more opportunities to grow their business. What I’ve realized along the way, is the more we help others achieve their dreams, we realize more of our dreams too. This company exists to fulfill, inspire and dream.
I have the honor and privilege to work directly with each department at OAA that interfaces with our members; Accounting and Compliance, Agency Development, Access Plus, and Sales. I find it very inspiring to work with such passionate and dedicated team members and see the impact they make on our members lives.
I am passionate about making people feel welcome, valued and informed. I am always working to make sure OAA is engaging and innovative. Whether online, in print, or at our events, I want our vision, goals, and value to be consistent.
I am the first face you see at the OAA office. I enjoy greeting our visitors and team members as they walk in the door. I phone our members each month to see if they have any questions, comments or needs. My main focus is representing OAA and its amazing members.
Complete the form below and we will respond to your inquiry as soon as possible.
“OAA gave me the opportunity to build a valuable business that will help me live a comfortable life and pass that on to the next generation.”
Mike McPeak, McPeak and Associates, Inc.
“I became a member to obtain appointments from the carriers. Since then, I have realized the strength of OAA. I was a captive agent for 17 years and eclipsed the size of my captive book with in the first two years. And that is why I am a member.”
Paul Steiner, Steiner Insurance Group
“We signed up with OAA originally for carrier access. There was no way we could get good carrier contracts as a startup independent agency. I do feel good about the way OAA/SIAA negotiates with various carriers to help our agency make the most money possible. We looked at several other options before going with OAA and you were the best option.”
Randy Webb, Webb Insurance Agency
“It made financial sense so our agency had access to more companies to write with and for discounts and possible benefits.”
Rebecca Ferguson, Perimeter Insurance Agency
“We like having the expert advice from someone we can trust. We really feel like OAA is in our corner & giving us the tools we need to succeed!”
Bryan Chouinard, Centennial Insurance Group, Inc.
“OAA allows access to carriers I would otherwise not be able to obtain immediately. It is also very nice to have people who have been in my position assist me with the issues of starting and running my own agency.”
Tracey Talley, Wall Street Insurance, LLC
“We obviously enjoy the bonuses we receive by being an OAA/SIAA member. However, we also place a high value on the fact OAA “has our back.” In other words, we believe companies deal with us more carefully as an OAA member than they would if we weren’t affiliated with OAA. “
Von Nix, Statewide Insurance Agency
“We wanted to be part of an organization that helps agents grow professionally, maximize our income potential & gives us access to markets to be successful business owners.”
Bryan Chouinard, Centennial Insurance Group, Inc.
“After leaving Farmers Insurance, it was difficult to find markets. OAA was able to help get me all the personal lines and commercial lines appointments, so I could be successful in the insurance business. The bonus structure helps me concentrate on writing business, while they take care of all the negotiations. “
Chris LeBlanc, LeBlanc Family Insurance
“We were worried about the possibility of losing a couple of markets, due to poor loss ratios. Companies kept ‘raising the bar’ on qualifying for profit sharing. We are very happy we joined OAA to help offset those concerns.”
Russell Dull, Omega Insurance Agency
“SIAA’s Master Agencies offer attractive benefits to member firms during current market conditions”
Rough Notes Magazine
“The system SIAA devised helps agents acquire the products and services of top insurance carriers, which on their own would have been elusive, at best.”
Roger Jean – CEO, Liberty Mutual Regional Agency Markets
“OAA showed me how to add $70,000 to my bottom line by becoming a member.”
“I made $22,430 in profit sharing this year with a company I only write a couple hundred thousand in volume with!”
“I made 24% total income on every one of the $81,000 dollars of premium I wrote with Safeco Insurance Company this year!”
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