To celebrate reaching $1 Billion in total premium, Travelers provided a pizza lunch for OAA on Tuesday, August 6th. To keep the momentum going, Travelers returned on August 14th to train Access Plus. Agency Development and Synergy employees on their new system, Quantum Home 2.0. This program will allow agents to quickly customize the client’s coverage in just three steps. Quantum 2.0 comes with new discounts, flexible coverage, and competitive pricing. Thank you, Travelers, for the celebratory lunch and for being such a great advocate for OAA agents and a valued partner!

Since 2015, SIAA recruiters have been working hard to build relationships with independent Nationwide Exclusive Agents. Through their consistency and perseverance, SIAA has signed many nationwide agents through the last few years.

Beginning in 2016, fifteen new agents were signed. This progress continued through 2017, signing 24 new agents and at the end of 2018, SIAA recruiters signed 30 new Nationwide agents. So far in 2019, nineteen new agents have been recruited. To date, SIAA recruiters from 48 Master agencies across the country have signed a total of 102 Nationwide Agents.

On the Top SMA’s recruiting Nationwide Agents, OAA was ranked third with twelve agents signed, following Mountain State Agency Alliance with nineteen and Midwest Insurance Agency Alliance with fourteen agents signed.

Congratulations recruiters keep up the excellent work!

SIAA, the largest national alliance of independent insurance agents in the U.S. will host the first-of-its kind, IA Evolve virtual conference for independent agencies. The conference will be held on September 17th from 11:00 a.m. to 4:30 p.m. eastern time. It is designed to help independent agencies on innovation and insurtech.

SIAA states, “IA Evolve will look and feel like a traditional conference — providing an interactive experience with keynote speakers, a panel of digitally focused independent agents, eight interactive workshops, live chats, a networking lounge and exhibitors in a virtual tradeshow.”

The conference is designed to provide agents with a variety of tools and information through interactive presentations and workshops. The two keynote speakers are Matt Masiello and Tyler Asher. Masiello is the Chief Executive Officer of SIAA and he will be presenting over “Insurance Distribution- The Future has Arrived.” Asher is the President of Independent Agent Distribution, Liberty Mutual Business Lines and Safeco Insurance and he will be presenting over “Transforming our Industry Together.”

“SIAA continues to make technology and adoption of innovative strategies by independent agencies a priority,” said Masiello. “We expect thousands of agents to attend and leave with key takeaways from leading experts about the digital tools they need to succeed in the years ahead. I believe now is one of the most exciting times to be an independent insurance agent as long as we continue to evolve and integrate digital capabilities to increase efficiencies and meet consumer demands.”

There will be presentations and workshops over a variety of topics that run throughout the day.

“The agenda is packed! There is something there of value for every agency and every person working in our industry. I believe there is much there to be learned for people in the captive and exclusive agent industry as well,” states OAA CEO Tony Caldwell.

Registration is now open to any insurance industry professional and there is no charge to attend the event. For more information or to register, visit the website iaevolve.com.

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 recipients also received a $500-dollar donation to the cause of their choice. The funds came from a kitty which OAA employees donate to every Friday to wear jeans.

The award was inspired by a recent employee of AccessPlus who retired this year, Donna Eaton. Donna was recognized at the event for not only her impeccable service to OAA’s members, but also her astounding kindness and caring nature toward her fellow employees.

Michael Sohn, Owner/Agent of Metro OKC Insurance, was the first recipient of the Humanitarian Award. Peppers Ranch is a mentorship program for foster children and their foster parents. Their goal is to provide the necessary resources and services to foster parents and create long lasting relationships with foster children. Michael also purchases clothing and gifts each Christmas for every child currently enrolled in their program.

Kay Moore, Agent at The Insurance Place was also presented with the OAA Humanitarian Award. She and her employees, along with many other dedicated community members have been able to build a community center that provides meals to individuals in need. For the last few years they have also raised money to buy school supplies for every student for grades kindergarten through sixth grade at Ringling School.

Congratulations again, Michael Sohn and Kay Moore!

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 bonuses and profit sharing with no minimum volume requirements and have access to a countless number of other mentoring and coaching resources and opportunities!

Welcome to OAA Chester Insurance Group, Inc., Berryville, AR, Boomer Financial Group, Oklahoma City, OK and Thielen Independent Insurance Agency, Bentonville, AR!

We can’t wait to see your agencies grow and prosper!

Thielen Independent Insurance Agency

Boomer Financial Group

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 agency all her life, she decided to pursue a career in other industries. After spending time doing jobs like radio DJ, journalist and staffing manager, to name a few, she ended up going back to her family’s roots. Marsha now comes to OAA with 17 years of insurance experience after holding titles such as Producer, Training and Education Coordinator, Operations Manager and many more.

Since on boarding, Marsha has already grabbed hold of the reigns and has been actively working to join the efforts of both the Agency Development and AccessPlus departments. This will increase OAA’s ability to serve our members in the most effective and efficient way as well as ensure consistency across all communication. Her list of goals for both departments accurately represents her enthusiasm, passion and commitment to OAA, our members and her team.

Marsha is looking forward to working with our members and her experience, knowledge and upbeat personality makes her a great addition to the organization!

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 were recognized in the top 5 out of over 140 recruiters in 48 total master agencies. Congratulations ladies!

  • OAA Recognized as #1 SIAA Master Agency

  • Tony Caldwell, CEO accepting the #1 Master Agency plaque at SIAA annual spring conference

  • Tony Caldwell, CEO accepting the #1 Master Agency plaque at SIAA annual spring conference

  • OAA Recognized as #1 SIAA Master Agency

  • LaDonna Mitchell, Arkansas Territory Manager

  • Melissa Hack, Oklahoma Territory Manager

This quarter’s Circle of Excellence round table discussion featured a presentation from Russ Lowry of Oklahoma Insurance Group on the topic of how to maximize marketing. Over a simple spread of salad, sandwiches and warm cookies, the group listened to Russ discuss all of the ways his agency markets to their target market, how he has automated the majority of them and how a good, old fashioned, hand written thank you card makes all the difference. The other agents left excited with new ideas and ways to implement them into their own business practices.

  • Russ Lowry of Oklahoma Insurance Group

  • Russ Lowry of Oklahoma Insurance Group

  • Russ Lowry of Oklahoma Insurance Group

Melissa Hack, Territory Manager for the Oklahoma City metro and it’s surrounding area recently signed two new members! By joining OAA, St. John Insurance and Horn Insurance Agency will have access to more of the nation’s top carriers, profit-sharing with no minimum volume requirements, discounts to agency management systems, and much more!

Welcome to OAA St. John Insurance and Horn Insurance Agency!

  • Chayce St. John of St. John Insurance signing his OAA Contract

  • Horn Insurance Agency signing their OAA Contract

  • Horn Insurance Agency signing their OAA Contract

Agency Development has been busy hosting orientations for our newest members!

OAA’s orientation covers topics such as setting up an independent insurance agency, education requirements and resources through OAA and SIAA, incentives for being a member, compliance and so much more! By providing this service to our new members, we are building the foundation for success as they venture down a new path as independent insurance agents!

Welcome to OAA Inspire Insurance, LLC, McDermott and Associates and Timberline Insurance Agency, LCC!

  • McDermott & Associates Orientation

  • Inspire Insurance Agency, LLC Orientation

  • Timberline Insurance Agency, LLC Orientation