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2015 Oklahoma City Recipient Metro 50
Represent the most competitive insurance companies.
Increase agency income and value.
Receive Bonuses & Profit Sharing with no minimum volume requirements.
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Develop or increase commercial lines success with The Business Insurance Advantage™ Program.

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OAA

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Increase Your Agency Value

  • Become “Instantly Big” no matter the size of your agency.
  • Double your income AND increase the value of your agency by at least 50%.
  • Sell to people others can’t.
  • Decide for yourself who you’ll sell your business to.
  • Ensure your income doesn’t suddenly stop.
  • Earn highest commissions in industry AND get profit sharing and bonuses you’re entitled to.

Tools to GROW, Diversify and Market your Agency

WHO IS OAA?

We are a growing network of independent insurance agencies in Oklahoma, Kansas, and Arkansas. We offer growth opportunities to insurance agencies wanting to remain independent, while being able to compete with larger local and regional agencies and clusters. OAA is a member of SIAA, a national organization that writes in excess of $6 billion in combined premium value.

New Agencies Are Successful Faster

OAA Agents Earn More With 5 Layers Of Increased Income

  1. Top Tier Base Commissions, typically between 15-20%
  2. OAA Profit Sharing Agreement or Fixed Value Based, with the added advantage of being at higher tiers. No required min. premium levels.
  3. OAA exclusive regional bonuses, often with no loss ratio requirement, negotiated locally and based on new or total WP ranging from 5-10%
  4. SIAA exclusive PMSF bonuses, often with no loss ratio requirement (unique in industry), based on new or total WP ranging from 1.5-3%
  5. SIAA exclusive national profitability bonuses ranging from 0-8%
      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
Smaller Agency

Standard Commissions

Regional Aggregator/Cluster

Top Tier Commissions

National Aggregator

Top Tier Commissions

OAA Regional

Top Tier Commissions

1
Good Better Best  
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Top 5 SIAA Master Agency

Top 5 SIAA Master Agency

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Our People

Warren “Tony” Caldwell : Co-Founder & CEO

Warren “Tony” Caldwell

Co-Founder & CEO

Mitchell Brown : Chief Operations Officer

Mitchell Brown

Chief Operations Officer

Cindy Wheatley : Senior Vice President, Accounting & Administration

Cindy Wheatley

Senior Vice President, Accounting & Administration

LeAnn Sanderson : Vice President, Marketing

LeAnn Sanderson

Vice President, Marketing

Ron Hanna : Chief Revenue Officer

Ron Hanna

Chief Revenue Officer

Karen Youngblood : Chief Learning Officer

Karen Youngblood

Chief Learning Officer

Steve Meridith : Vice President, Alternative Distribution

Steve Meridith

Vice President, Alternative Distribution

Marsha Dewart : Director of Agency Development

Marsha Dewart

Director of Agency Development

Alexa Deghand : Corporate Communications & Marketing Manager

Alexa Deghand

Corporate Communications & Marketing Manager

Ashley Andrews : Executive Assistant

Ashley Andrews

Executive Assistant

Ramae Morga : Director of First Impressions

Ramae Morga

Director of First Impressions

Felicia Taylor : Contract and Code Management / APFCO Consultant

Felicia Taylor

Contract and Code Management / APFCO Consultant

Tara West : Senior Accountant

Tara West

Senior Accountant

Rositta Dilbeck : Staff Accountant

Rositta Dilbeck

Staff Accountant

Ryan McLaughlin : Agency Development Field Specialist

Ryan McLaughlin

Agency Development Field Specialist

Stephen Silver : Agency Development Field Specialist

Stephen Silver

Agency Development Field Specialist

Melissa Hack : Western Oklahoma Territory Manager / Recruiter 

Melissa Hack

Western Oklahoma Territory Manager / Recruiter 

LaDonna Mitchell : Northwest Arkansas, Territory Manager / Recruiter

LaDonna Mitchell

Northwest Arkansas, Territory Manager / Recruiter

John Curbo : Territory Manager

John Curbo

Territory Manager

Rachel Atkinson : Access Plus Personal Lines Account Manager

Rachel Atkinson

Access Plus Personal Lines Account Manager

Liliana Perez : Access Plus Specialist

Liliana Perez

Access Plus Specialist

Chelsea Smith : Access Plus Administration Assistant

Chelsea Smith

Access Plus Administration Assistant

Ryan Mobley : Videographer

Ryan Mobley

Videographer

Heather Fox : Synergy Insurance Account Manager

Heather Fox

Synergy Insurance Account Manager

Ariel Szczepanski : Synergy Insurance Customer Service Representative

Ariel Szczepanski

Synergy Insurance Customer Service Representative


Join Our Team!

Be a part of our growing company that is OAA. Learn more about future opportunities here.

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What Our Members Are Saying

“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.

“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.

“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

Video Production

Retention

Predicting Performance – Culture Index

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OAA Has the Answer

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OAA – Best Place To Work

OAA was recently recognized as one of the Best Places to Work in Oklahoma by the Journal Record! This distinction is a great testament to one of our core values, “committed to excellence.”  The Best…

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SIAA Boot Camp

A few members of our leadership team at OAA recently attended the SIAA Boot Camp, our Chief Learning Officer Karen Youngblood shares her experience at the conference. “Attending the SIAA ADFS (Agency Development Field Specialist)…

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C’mon let’s get Connected!

Starting on September 26 and ending on October 15, 2019, the OAA team traveled to four cities to visit most of the organization’s membership during the OAA Connect Tour. Tulsa, OK was the first stop…

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OAA Awarded Metro 50

For the fourth year out of five, Metro 50 acknowledged OAA as one of Oklahoma’s fastest growing companies in 2019. The Metro 50 Award allows both emerging companies, as well as companies that have exhibited…

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Strategies for Growth in 2020

We’re entering the final stretch of 2019, and I hope you’ve had an incredible year. Regardless of how 2019 has turned out, 2020 and the results you, your business, your associates, and your family will…

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The Road Less Stupid

I find that most entrepreneurs are doers, not thinkers. I know in my business career that I am often busy just trying to keep up. Finding time to stop and think about what I am…

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Learning from Failure

I had the opportunity to speak to a very successful entrepreneur recently about an incredibly painful and public experience that he had. Things had not gone the way he had hoped, despite the incredible commitment…

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Teamwork

I’d like to talk about the importance of teamwork in an insurance agency. I just returned from a fantastic pheasant hunting trip to South Dakota. As I watched the walkers, the blockers and the bird…

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Our Partners

Strategic Partners

  • Allstate
  • American Modern
  • Associates Premium Finance
  • Berkshire Hathaway
  • Burns & Wilcox
  • Chubb
  • CNA
  • Compsource Mutual
  • Dairyland
  • Encompass Insurance
  • Foremost
  • Hagerty
  • Liberty Mutual


  • Mainstreet America Group
  • Mercury Insurance
  • MetLife
  • National General
  • Nationwide
  • One General Agency
  • RLI
  • RPS
  • Safeco Insurance
  • State Auto
  • Statewide
  • Swett & Crawford
  • Tapco


  • The Hartford
  • Travelers Insurance

Agency Automation Strategic Partners

  • Alicor Solutions
  • EZ Lynx
  • QQ Solutions
  • Red Head Mobil Aps
  • Vertafore