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.
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.
Robert Wallar
Controller
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.
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.
Stephen Silver
Access Plus Manager | Director, Synergy Insurance Services
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.
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.
Paul Campbell
Staff Accountant
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.
Samantha Cassidy
Creative Marketer/Consultant
I create engaging content and design for OAA and its agencies. I am passionate about creating beautiful experiences for others, connecting communities, and ensuring OAA's mission for its entrepreneurs is well-communicated. I lead Insite, OAA's Digital Brand Consulting Program for members.
Jennifer Fabian
Director of Agency Development
I get the opportunity to help our members build their agency. It is my goal to help them be successful with our partner carriers, as well as successful in their agency. I am a liaison between our partner carriers and our members, helping in any way I can.
Ryan McLaughlin
Agency Development Field Specialist
Jeana Courtois
Agency Development Specialist
Donna Eaton
Commercial Lines Account Placement Specialist
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.
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.
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.
Jim Jennings
Eastern Oklahoma Territory Manager / Recruiter
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.
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.
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.
LeAnn Sanderson
Vice President of Corporate Communications
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.
Tony Leddy
Territory Manager
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.
Nick James
Synergy Insurance Agent
I'm a licensed insurance agent in personal products like Auto, Home, Commercial and Life Insurance for OAA's in-house agency. My goal is to help all of our customers get the best insurance available and to ensure that their coverage meets their family's needs. I pride myself on communication and providing the best customer service in the industry.
Jacob Wenneker
Insurance Agent
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
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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
Agency Development Drop-Ins from OAA Online. Jennifer Fabian, the Director of Agency Development, reminds you to schedule a drop-in for your agency to learn about the new tools and services offered to you. Reach out…
October 3rd- 5th was SIAA’s semiannual event in Boston at the Boston Marriott Copley Place. The event brought in SIAA members from across the nation. Team members Tony Caldwell, Jenn Fabian, and LeAnn Sanderson, all had…
The first take is all it takes… maybe for someone in the world, but not us! Video isn’t perfect. This blooper reel contains just some of the outtakes that are TOO bright, fuzzy sounding, unclear,…
Wednesday September 20th, was the first Momentum Builders class put on by the Agency Development team. Momentum Builders is agency coaching aimed primarily at principals in business 2-7 years. OAA has seen many agents hit…
Blog
Growth Agent Insight
In the insurance business, agents sell a lot of things. Distressingly, many sell a cheap price and others sell things like, “service” or “relationship.” Regardless of how you close deals, and what convinced your prospect…
Tony Caldwell used to specialize in Workers Comp. Let him tell you a little about the most profitable line of business in an insurance company.
Insurance companies have made agents’ work easier, by establishing claim hotlines and other services to assist when their customers have a claim. This reduces the agent’s workload, and usually improves the customer’s experience, with speed…
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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