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.

OAA’s Circle of Excellence met this Wednesday for lunch and to discuss headlining industry topics. The group reviewed the outcomes of the discussions we had with all our carriers at our quarterly reviews.

Together, we discussed the Conning Report “Property-Casualty Insurance Distribution”, and what is to come in the future of the industry. In our industry today, the typical insurance customer is evolving – attitudes and behaviors are changing. This requires not revolution for insurance agents, but evolution to meet the needs of the modern consumer. What changes in buyer trends have you noticed in the insurance business?

Finally, the book, Rocket Fuel: The One Essential Combination That Will Get You More of What You Want from Your Business, by Gino Wickman and Mark Winters, led to a great conversation about visionaries and integrators, and how this powerful partnership has led to some of the greatest businesses in the world, including Disney, Ford, and McDonald’s. Visionaries bring groundbreaking ideas, while integrators get the job done. Without one or the other, each is not capable of reaching the pinnacle of their success – they give one another rocket fuel.

We recommend this read for all members. Are you an integrator or a visionary? How do you, in your business, combine forces with others to reach new heights?

We can’t believe summer is nearing an end, and it’s already time for BACK TO SCHOOL!

Our team has been collecting school supplies for Cheyenne Middle School in Edmond, OK throughout the summer in our office drive. From wearing jeans on Fridays (our crowd-favorite fundraiser), our school supply drive in the breakroom, Cookies 4 Kids (bring a school item in exchange for team member Nick James’s delicious donated cookies), to Donna Eaton buying ten backpacks for us all to fill, the whole team came together for this cause! We are so appreciative of our team for continuing to support the community around us (and not all are shown in the photos above and below). We hope the kids and teachers who need it at Cheyenne Middle School can make use of these markers, notebooks, binders and all sorts of items, to have an incredible 2017-2018 school year!

How have you and your agency been getting involved in your communities? Let us know in the comments. We would love to be a part of it.

And to all of our members who have children headed back to school in the next week or two, we wish them all the best, and exhale a deep sigh of relief with you!…

At OAA, we often talk about what we do that goes beyond carrier access. We want to give you the tools you need to start, grow, and make your agency as successful as it can be. Are you making the most of your membership?

Darrel Alcorn, Owner and Principal of MTJT Agency, has been incredibly involved in taking advantage of OAA’s many services for his new agency in Yukon, OK. Darrell and his team have consistently used many of the benefits OAA has to offer. Just some of these include regularly attending OAA Academy; signing up for the Insite: OAA’ s Digital Brand Consulting Program; actively learning in Agency Development meetings; filming in OAA’s free Video Studio Room; reaching out to the OAA team to answer questions; and using the SIAA store. These services, along with many more, are offered to all members, included to you exclusively through your membership.

The OAA team is dedicated to your success. View the list of team members below whom you can always reach out to, if you have questions or OAA service requests in their specialties!

Rachel Atkinson – Personal Lines

Donna Eaton – Commercial Lines

Chelsea Smith – AccessPlus Services

Ron Hanna – Agency Acquisitions, Selling/Buying an Agency

Samantha Cassidy – Creative Marketing, Graphic Design

Ryan MClaughlin – Agency Development, Commercial Insurance, OAA Member Tools

Jeana Courtois – Agency Development, Growing Your Agency, OAA Member Tools

Jennifer Fabian – Director of Agency Development, OAA Member Tools

LeAnn Sanderson – OAA Webinars/Seminars, OAA Events, Communications

Robert Wallar – Accounting, Billing


~ Taking steps to make someday today ~

Today, Sara and Sammye from the
Leukemia & Lymphoma Society – Oklahoma Chapter came to share the story behind the LLS, and their annual event, The Light the Night Walk.

This event pays tribute to and brings hope to people battling cancer, as supporters, survivors, friends, and families march together with colorful lanterns in the night. A red lantern stands for supporters of those battling cancer, white for survivors, and gold for those walking in memory of a loved one.

This year, OAA is participating in this event, and you can help our team! If you would like to join us in supporting the cause, visit the link below.


Any donation makes an impact – these funds go toward research, patient services, education, and advocacy. Let’s work together to make a difference!

“What would it look like if everyone left things better than they found them, as a way of life?” This is the question we asked ourselves as the OAA team read “The Sink” by Walter Nusbaum and Daren Martin.  The Sink is the story of the small moments that make the biggest impact in our lives and our business, if only we pay attention. All it takes is one moment to transform and shift our perspective.

The OAA team read this short but powerful book and discussed ways that we can create radical change by being more intentional with our simple actions throughout the day. From supporting and reaching out to team members you may not often interact with, to cleaning up someone else’s spill in the break room, we shared the daily small efforts that can make a world of difference.

S- See the need
I- Invest yourself
N- Nullify the need
K- Keep it going

Here at the OAA office, we are working toward being more aware of others’ needs, cleaning up our own messes, and living every day with true intention. We recommend this book for you, your coworkers, your employees, and your business! We would love to hear what you think after reading, and what little changes you hope to make in your life!

Today, the OAA team had a delicious lunch together under the red umbrellas at Yucatan Taco Stand in Downtown, Oklahoma City, to celebrate reaching 150 members.

In OAA’s 18 years as a company, it was only 3 years ago that OAA reached the 100 member mark. We continue to grow at a faster pace year after year, and our team works very hard to maintain this growth. Consistently ranking #1 in SIAA’s Top Performing Master Agencies, a 3 time recipient of the Metro50 Award, and serving three states (Oklahoma, Arkansas, and Kansas), OAA has become a powerful force in the industry.

One of OAA’s 8 Core Values and Beliefs is Commitment: We strive to be our very best, and organizationally, to consistently deliver quality results. The OAA team strives to leave things better than they were before, and it is with every small action by every team member, every day, that, combined, equals this great advancement of our company. There are many parts to this body that is OAA, and we want to express our gratitude to all those who play a role in supporting our organization and helping it be what it is today. We look forward to seeing record-breaking numbers by the end of 2018 and hope you all will join us for the ride!

Congratulations to all!

OAA has invested in a new video studio, stocked with equipment, sound proofing, and backdrops for our agent needs! This room is open, free for use to all members.

Words from OAA’s CEO, Tony: “While there is a lot of written material that can be used to promote your agency, statistics indicate that video content receives much more engagement online. The fastest growing content sector is podcasting. While both of these can be compelling and effective in driving your individual brand, prospect engagement and sales most small business efforts miss the mark in terms of what consumers are interested in by a wide margin. Most videos are too long, have poor production values (poor lighting, audio, editing, etc.), or are boring.

Typical studio rental for production is several hundred dollars an hour, and post production editing costs can run several hundred additional dollars for a 30 to 60 second video. We wanted to be able to help you produce great content for your marketing without the eye watering expense. So, we have recently made an investment in our own production studio in order to have the ability for ourselves, and for you, to be able to create video and audio web content with high production values, inexpensively. Interesting and not boring are still up to you!

I’d like to invite you to take a look at our modest facilities, whenever you would like. Sam, Creative Marketer here at OAA, is also available at any time to discuss producing a video(s) or podcast with you. There is no charge for this, unless you decide to actually record something, and then it will only be at our actual cost which is about 10% of using an independent studio. If you would only like to use our facilities for recording, and do your own video shooting and post processing, the use of the studio is free!

Having a website that is mobile friendly is no longer enough to attract customers and merely writing content on Facebook isn’t either. Video and audio are where the game is today. ”

If you would like to stop in and film a video for your agency, contact Samantha Cassidy, at Let us help you with your online presence!