On Thursday, February 28, 2019 My Insurance Agent was welcomed as OAA’s newest member! We are kicking off 2019 with great momentum as this agency is our fourth new member of the year. LeAnn Sanderson, Territory Manager organized a contract signing with agency principals, Daniel Kines, Scott Low, Trey Angstadt and Jeff Stark at the OAA office. We celebrated with a quick reception where Ron Hanna, CRO, delivered a toast to the new partnership. The rest of the team got a chance to introduce themselves and explain their role as a resource to the members over sparkling juice and pretzels.

OAA looks forward to working alongside My Insurance Agent as they grow their independent insurance agncy.

  • My Insurance Agent signing their OAA contract.

  • LeAnn Sanderson, Territory Manger and My Insurance Agent signing their OAA contract.

  • Staff celebrating My Insurance Agent becoming a new member of OAA!

  • LeAnn Sanderson, Territory Manager toasting to My Insurance Agent becoming a new member of OAA!

This Monday, the OAA office was packed with festivities and team bonding! First, we had our December Team Huddle, recapping the year and refocusing our goals for the days ahead. Next, we had the great fun of holding our Annual Toy Exchange and Potluck lunch. Our office draws names and then purchases a toy based off the personality or interests of the employee. We get to have a good time playing this game, sharing the reason why we chose each toy, and we then gather them in the center for a donation. This year, we chose to give these toys and the gatherings of our non-perishable food drive to the Elks Lodge of Midwest City.

We love a time when our whole team can get together and celebrate the people we are grateful for, while sharing our blessings, too. Happy Holidays!

Just a bit of our non-perishable food drive for the Elks Lodge.

Christmas Sweater Contest Competitors!

Bianca loves to travel – she was gifted a travel Barbie to donate 🙂

Our AMAZING team.

Our newest recruiters, LeAnn Sanderson and Tony Leddy, traveled to Boston, Massachusetts last week to attend SIAA Recruiter Boot Camp. Our OAA territory managers joined other professionals from across the nation – TX, Al, OK, WI, WV, VA, and OH in a week of learning. Once they returned, both said they were full of new industry knowledge and ways to describe the many values OAA brings to agents in the insurance industry. See some photos from the week below!


From SIAA LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:6466052247267663872

The Leukemia and Lymphoma’s Annual Fundraising event, Light the Night was on October 26th in the Boathouse District, and the OAA Team had the opportunity to join in on the fun!

Our team has been raising funds for LLS for the past few months leading up to the event, and it was a blast to see it all coming together on this night. LLS of Oklahoma raised over $260,000 to go towards the fight against blood cancer. At Light the Night, our team had the chance to see survivors, supporters,  family members, friends, and more all come together to walk for a worthy cause. We celebrated, honored, and remembered all those touched by cancer.

The lanterns were so beautiful to see against the night sky, and it ended with an amazing fireworks show! If you’d like to learn more about the Leukemia & Lymphoma Society, visit  https://www.lls.org/oklahoma.

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 to your Agency Development Field Specialist today!

Jenn Fabian – jennifer@oaaonline.net

Ryan McLaughlin – ryan@oaaonline.net

Jeana Courtois – jeana@oaaonline.net

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 a chance to represent OAA at the event.

Overall, OAA was able to witness firsthand that carriers value the relationship between them and SIAA members and look to us to be their flagship partner. Secondly, OAA is on the cutting edge of all the alliance members in the US.

Tony Caldwell had the chance to tour Liberty Mutual’s Solaria Labs and WeWork. SIAA is Liberty Mutual’s first $1 Billion dollar partner. Liberty Mutual Innovation is the “innovation hub of Liberty Mutual Insurance, integrating several initiatives and business teams, including Consumer Markets, Information Technology, and Strategic Ventures”.

This space allows LM team members to think like a start-up instead of a century-year old company (read more), testing new products and services. Caldwell mentioned in an OAA team huddle that he was impressed with LM’s commitment to creating an atmosphere that celebrates trial and error. A few of the photos are below!

Friday night was the Awards and Presentation Dinner. To put a cherry on top a great event, OAA’s Creative team was surprised by accepting the National Newsletter Contest 1st place prize. The creative team of Samantha Cassidy and LeAnn Sanderson have worked hard to ensure that OAA’s newsletter is always packed with engaging content. Congratulations!

Thank you SIAA for an amazing time. Heading toward the end of the year and planning for 2019, the OAA Team is feeling full of gratitude, and also very invigorated for what’s up ahead. Check in on the OAA News page at http://oaaonline.net/news/ to keep updated with the latest on what’s happening at OAA.


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, unfocused, tongue-tied and flat-out embarrassing to make the cut!

When filming for your first time, there may be some extra footage to work, but connecting to your audience personally through video is worth it once you get it right! We are sure there are more bloopers to come, but in the meantime, keep creating, keep trying!

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 predictable challenges to growth, and we know how to help.

This time, special guest Dan Ramsey spoke to our group of agents, sharing his wisdom gained over the course of his professional career. Dan spent much of his career committed to serving his country in the United States Navy.  He was the former owner/manager, of an independent insurance agency in Chickasha, OK.  Served on Oklahoma State House of Representatives, the President/CEO Independent Insurance Agents of Oklahoma.  He is now retired and uses his servant heart and enthusiasm for the independent agent as a part time Agency Mentor for OAA.

A few tips from Dan:

  1. Make sure your agency is aligned with what you say it is, establish a guiding set of values, and then base every decision off of those.
  2. Create Core Values – A principle that guides an organizations internal conduct as well as its relationship with the external world.
  3. Utilize these Core Values to create your business’s Company Culture. A Company Culture is beliefs and behaviors that determine how a company’s employees and management interact and handle outside business transactions.
  4. Have a Mission statement and Vision Statement. Then live it.
  5. …and much more (be sure to join us next time!)

If you were joining us by webinar, it came to our attention that there were sound issues in the first 20 minutes of the session. Apologies for this, this session will be rescheduled for another time soon to attend.

Join us next time & let’s keep building momentum!

On Wednesday August 22, Nationwide agents from Arkansas joined OAA in Oklahoma City, to learn more about a possible relationship with our organization. Nationwide Insurance plans to transition to an independent agency model. The company has said the plan is to shift entirely to an independent agency distribution model by July 1, 2020.

The Nationwide agents arrived in the evening, and joined members of the OAA team for dinner at Vast. Vast sits atop the Devon Tower, fifty floors up. The next morning, the group joined once more for breakfast at the OAA offices, where the agents interacted with team leaders and learned more about the SIAA/OAA model and advantages OAA can specifically offer.

LaDonna Mitchell, OAA’s Arkansas Territorial Manager, has worked for many years with these Nationwide agents to prepare them for this transition to independence. Our team loved getting to know these agents. We hope they enjoyed their visit to Oklahoma City, too. We look forward to seeing them again soon!

The Agency Development Department continues to make strides to form the best possible team of experts for our members! Tony Caldwell, OAA CEO, has some exciting announcements to share about a couple new faces on the AD team.

Jeana Courtois has officially made a transition in our company to Agency Development. Her specialty in operational management could be a great help to your insurance agency.

Another new member of the Agency Development team is Ryan McLaughlin. He is an Agency Development Field Specialist and is an expert in commercial business.

And don’t miss out on the new, exciting ways to be more involved in the OAA community. Get to know your fellow OAA members and connect on a personal level with your agency development team on OAA’s new Facebook group, “Our Alliance”. Jeana tells you more about this below. If you are interested in joining, request to join here. This group is exclusive to OAA members.