OAA is excited to introduce our two interns, Brendan Caldwell and Samantha Cassidy. Brendan Caldwell is a recent graduate of Brooks School in Massachusetts. He will be attending college at Pepperdine University in the fall to major in Business Administration. Brendan will be interning in our Agency Development department, where he will be visiting with our member agents about premium financing for their commercial insurance business. Samantha just graduated from OSU with double major in Marketing and Management. Sam is our Social Media and Graphics coordinator. Both of these promising entrepreneurial-minded individuals are registered for the Greater Oklahoma City Greater Grads Internship Program. We are so excited to welcome new perspectives and ideas to our team!
OAA celebrates being recognized as SIAA’s number one Master Agency with a riverboat cruise on the Oklahoma River. We are grateful for our company partners and our agency members who have helped make this possible.
It was just announced that OAA has been named SIAA’s Top Performer!
Tony Caldwell, CEO and Melissa Hack, Territory Manager are in Florida today, representing OAA at SIAA’s Annual Spring Conference. Thank you to our team, our company partners and each and every OAA member!
We are so excited to celebrate with you on April 12th!
OAA is gearing up for our annual Success Celebration and Conference! This year our event will be April 12th at the Embassy Suites in Oklahoma City. Our members, strategic company partners, and team members will get together for education, networking, and a celebration of a outstanding 2016! OAA members will be recognized for their achievements, we will honor our Rookie of the Year, Top Producing Agencies of the Year, Most Profitable Agent and Member of the Year. Who will it be? This is an exciting event where we will celebrate millions in profit sharing dollars only available to members of OAA through the incredible partnership with SIAA. If you want to learn more about becoming a member of OAA please contact us.
OAA hosted the first Circle of Excellence of the year at our new facility! OAA has a new training room at 1220 N. Robinson Ave in downtown OKC. We had lunch with our Elite OKC members and discussed Sales Forecasting. Each member received a sales forecasting tool developed by Tony Caldwell. We will be hosting the OKC Masters group on 3/15 and we look forward to another informative meeting. Thank you to all our Circle of Excellence members for your participation!
OAA is proud of the way our Strategic Company Partners work with OAA members to provide great products and services. Our national partnership with SIAA allows OAA members to access the best contracts with the best companies and the most profit sharing available to an independent insurance agent. Our friends at Safeco stopped by to drop off our 2016 profit sharing check last week. We immediately went to work distributing that money to our members and we will celebrate along side them at our annual Success Conference & Celebration on April 12th. Pictured left to right: Tony Caldwell, CEO at OAA, Myrna Estrada, Kennetha Caldwell, Nancy Lyons and Paul Jones of Safeco.
OAA has gone through some changes in the last few months, not just new scenery with our recent office move, but we’ve also added several new faces! Our AccessPlus team is member focused, and we’ve been working hard while stretched thin these last several weeks. After an exhaustive search for the right fit for our team and yours, we are so excited to introduce our new AccessPlus professionals. Please meet Robbie Hoffman, Sylvia Smith and Caleb Wonn. Be sure to welcome them to the team during your next AccessPlus interaction. They are here to help you and are training hard to do just that!
OAA’s newest team members are pictured left to right. Below you will see their answers to these 3 questions:
How many years of experience in this industry?
What is something you think you are good at that will lend itself well to helping our members?
What do you enjoy doing outside of work, hobbies, interests, volunteer work etc?
Knowledge about the industry; I really care about what I am doing; helping clients to the best of my ability
Spending time with my 3 grandchildren & my family; Reading; Cooking; Being outdoors
20 years plus
I enjoy helping people and it’s important to me to exceed expectations, and give the best customer service
I love to run in my spare time and I also have 2 grandchildren that I love spending time with
I love crunching the details of coverage. I think that knowledge will be beneficial to the members as a way to distinguish themselves
Fishing, camping, boating, water skiing, play piano and guitar, being a husband and dad to three girls fills a lot of my time
OAA has completed the move to Automobile Alley, you can find us at the same phone number but our front door is now 1220 N. Robinson Ave. Take a look at our new digs! We have a modern new look and have incorporated some of the history of building which was a Hudson dealership at one time. We will be excited to host our members at several events in our new space over the next few months, in the mean time, stop by and say hello if you are in the neighborhood!
Our team had a great time today at our Christmas potluck lunch. This year, we drew names for a gift exchange, BUT the twist was you had to buy a toy you thought represented the personality of the person whose name you drew. That was fun! Some really great toys were unwrapped, and lots of laughs were shared. Jesse got a nurf gun, Ashley got an Aggie Doll, Jim got a football, Kristi got a Wonder Woman Doll, Kambia got a puppy and Melissa got a Barrel of Monkeys… it was just like Christmas morning! After we had fun being kids for a few minutes, we bagged up the unwrapped toys and headed to Hope Chest OKC to donate them to kids who are going through hard times, and might not get a gift otherwise.
Thanks to everyone on the OAA team for participating with such gratitude and spirit!
Members of OAA’s Circle of Excellence attended a great workshop in Oklahoma City today, delivered by industry expert Dan Ramsey. Dan presented “The Day After – Perpetuation Planning in Action”
OAA members requested information they can use to put an action plan in place if an agency owner or agency partner principal dies, becomes disabled, disinterested, or divorced. What would your agency look like the day after something happened to you or one of your partners? Do you have a concrete plan you are ready to put into action so your business stays viable?
OAA and Dan Ramsey offered this highly interactive one day workshop to help our members prepare for the future. From facts, to finances, to family, this workshop covered valuable information, real life examples and gave our agents the information they need to plan for the unplanned.
OAA is committed to protecting the futures of independent insurance agents. If you’d like more information on this topic or on becoming an OAA member, contact us at firstname.lastname@example.org.