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

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 –

Ryan McLaughlin –

Jeana Courtois –

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 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.

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