About
OAA
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
- Top Tier Base Commissions, typically between 15-20%
- OAA Profit Sharing Agreement or Fixed Value Based, with the added advantage of being at higher tiers. No required min. premium levels.
- OAA exclusive regional bonuses, often with no loss ratio requirement, negotiated locally and based on new or total WP ranging from 5-10%
- SIAA exclusive PMSF bonuses, often with no loss ratio requirement (unique in industry), based on new or total WP ranging from 1.5-3%
- 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 | ||
Top 5 SIAA Master Agency
Our People
Warren “Tony” Caldwell
Co-Founder & CEO
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.
Mitchell Brown
Chief Operations Officer
Ron Hanna
Chief Revenue Officer
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.
LeAnn Sanderson
Vice President, Marketing
I am passionate about making people feel welcome, valued and informed. I am always working to make sure OAA is engaging and innovative. I want our vision, goals, and value to be consistent.
Karen Youngblood
Chief Learning Officer
Steve Meridith
Vice President, Alternative Distribution
Marsha Dewart
Director of Agency Development
Alexa Deghand
Corporate Communications & Marketing Manager
I am responsible for developing and executing all marketing and brand strategies for OAA. I also create and oversee all corporate communications, member education series and company events. With marketing and communication as my focus, I work daily on brand recognition and creating awareness of OAA’s mission, values and services while also distributing information both internally and externally to our members and staff. This position allows my creative juices to flow, which is where I truly thrive.
Ashley Andrews
Executive Assistant
I have the privilege of working solely with Tony on a daily basis from keeping him sane, organized and prepared for his day, to managing his calendar and getting him where he needs to be. To be successful in this role, you must have patience and the ability to adapt quickly to changes in priorities and scheduling.
Marty Cagle
Director of First Impressions
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.
Felicia Taylor
Contract and Code Management / APFCO Consultant
I oversee contracts and amendments for our new members, as well as assist with the onboarding process. I am help our members receive direct codes with our Strategic Partner Carriers and ensure they are paid properly for the business they write, which increases their overall agency income. I also assist members with OAA's Premium Finance Co., APFCO.
Tara West
Senior Accountant
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.
Rositta Dilbeck
Staff Accountant
I am a member of our detail-oriented and number-focused accounting team. I ensure that the OAA staff receives proper payment for their service to the company, so they may continue to serve our members well, and that all stays in compliance.
Ryan McLaughlin
Agency Development Field Specialist
Jeana Courtois
Agency Development Specialist
Stephen Silver
Agency Development Field Specialist
Melissa Hack
Western Oklahoma Territory Manager / Recruiter
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.
LaDonna Mitchell
Northwest Arkansas, Territory Manager / Recruiter
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.
Rachel Atkinson
Access Plus Personal Lines Account Manager
I work with new agencies that onboard to work under OAA. I firm up the quotes they send in and bind coverage and process all paper work. My bilingual ability has played a big role over the years, being fluent in Spanish has made me a great help to members.
Liliana Perez
Access Plus Specialist
Chelsea Smith
Access Plus Administration Assistant
I take on our service correspondence, offering administrative assistance to all of our members, as well as the Access Plus, Accounting and Agency Development depts. It is my initial responsibility to assist our members with precision and consistency, and I work to maintain those standards.
D’Ann Berrong
APFCO Business Development Manager
Ryan Mobley
Videographer
Taylor Hanska
Social Media & Marketing Coordinator
Heather Fox
Synergy Insurance Account Manager
I work as a liaison between the insured and the insurance company. I service existing policies, round accounts and sell new policies, by helping to translate our insureds' needs into the appropriate coverages. I strive to find cost effective solutions for our insureds' needs, while facilitating a collaborative relationship with the Underwriters of the Insurance Companies.
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.
Membership
Benefits of Membership
Membership Form
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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.
“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.”
Mick Cottom
“I made $22,430 in profit sharing this year with a company I only write a couple hundred thousand in volume with!”
Phil Eitzen
“I made 24% total income on every one of the $81,000 dollars of premium I wrote with Safeco Insurance Company this year!”
Keith McBride
AccessPlus Intro – Stephen Silver
Member Highlight – Making the Most of Your Membership
Loss Runs
Video Production
Jeana Courtois
Ryan McLaughlin
Culture Index
Workers Comp
Balance
Retention
Predicting Performance – Culture Index
Insite, OAA’s Digital Brand Consulting Program Introduction
WHO DO I CALL IF I AM HAVING PROBLEMS WITH MY EZ-LYNX RATER?
HOW TO FIND INFO ABOUT OUR PARTNER CARRIERS.
WHEN SHOULD YOU REACH OUT TO AGENCY DEVELOPMENT?
WHAT DOES AGENCY DEVELOPMENT DO?
SIAA 2017 Year In Review
Work at OAA
Become an Independent Business Owner
Hear it from OAA Members
OAA Has the Answer
Hear it from OAA Members
Become an Independent Business Owner
Associates Premium Finance Company
News
On May 1, 2019 at OAA’s IGNITE Success Celebration the first OAA Humanitarian Awards were presented to two members who have selflessly served their community and the people around them. Along with their award the…
Over the last few months OAA has welcomed a few new members into the OAA family! With their membership, these agencies represent the most competitive insurance companies in the industry, increase their income and receive…
OAA has recently welcomed to the team Marsha Dewart as the new Director of Agency Development. Marsha brings a diverse background in insurance, public relations, sales and marketing. After watching her father run his insurance…
SIAA recently held their annual Spring conference in Kissimmee, Florida and OAA was named the #1 SIAA master agency for the fourth year in a row! In addition, Territory Managers, Melissa Hack and LaDonna Mitchell…
Blog
Growth Agent Insight
The founder of Patagonia sportswear, a $750 million-dollar company started from scratch in 1973, has an interesting take on what it means to be an entrepreneur. He says, “if you want to understand the entrepreneur,…
My business coach, Dan Sullivan, wrote a little book entitled, “WhoNotHow,” which describes a powerful means of getting unstuck and making additional rapid progress in your business. The idea, which I have written about before,…
For years I’ve written and spoken about the damage the comparative rater has done to the independent agency business model. In my opinion, raters have served to destroy agent capability as “trusted advisors,” commoditizing personal…
Have you ever thought about how important the name of your company is? Does your name attract business, or does it repel potential customers? One of my first businesses was called, “Real Estate Control Corporation.”…
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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