Abundance 360

Tony Caldwell, OAA CEO, attended Abundance 360 in Los Angeles, California. A gathering of entrepreneurs, futurists and leading thinkers in technology Abundance 360 is an important tool and experience that Caldwell and OAA are using to think about and plan for the future of our organization. This year’s Abundance topics include Blockchain, Artificial Intelligence, Advanced Materials Science, Robotics and Human Longevity among others. All of these topics have relevance to the insurance agency industry and OAA plans to offer access to much of the learning potential of A360 to members over the coming year.

OAA Leadership Retreat

OAA held their leadership team retreat this week.  We kicked off with an evening of great food and golfing fun, followed by a full day of meetings facilitated by Dan Ramsey.  We finished with a closing dinner and some time to dine and relax with one another.  Why would we need to get away from the office to focus on our business?   The answer is that it’s imperative to step away from the head-down day-to-day responsibilities of running a business in order to think and see things differently.   Each person in the room brings their own experiences, energy and unique perspective to the table.  The environment fosters creativity, brainstorming, and open discussion without the usual interruptions or distractions.   OAA’s leaders considered what the future might look like for OAA and our independent agents, and what we might be able to do to ensure success.  We set goals for 2018 and each departments goals were up for discussion.  Were they the right goals?  How and when would we accomplish them?  Who would be accountable?  What could we do to help each other achieve those goals?  We filled up so many flip chart pages we ran out of wall space.  Now we move on one of the most important elements of any business retreat…execution.




A Record Breaking Year

2017 was a big year for all of us. “Jim Masiello, CEO of SIAA (Strategic Insurance Agency Alliance) – the largest alliance of independent insurance agencies in the U.S. – announced, ‘2017 was another great year for SIAA due to the tremendous partnerships formed among our member agencies, master agencies, and strategic partner companies. These numbers provide all the information needed to understand the success of our organization:’

  • $7.41 Billion total in-force premium ($7.1 Billion was projected), an increase of $810 Million or 12.3% over 2016.
  • $459 Million or 15.6% growth with Strategic Partner Companies.
  • 562 Member Agencies signed.”

Though these numbers are shocking, as SIAA and OAA continue to grow, our mission has not changed. We are dedicated to the creation, retention, growth, and continued success of the independent insurance agency distribution system. As we grow, we hope to maintain our level of professionalism and relationship with each agency owner, further clarify our processes, and seek out new opportunities for all to take advantage. Congratulations to all on a year of well-deserved success!


The 2018 Success Conference and Celebration: Moonshot

“We choose to go to the Moon in this decade and do the other things, not because they are easy, but because they are hard; because that goal will serve to organize and measure the best of our energies and skills, because that challenge is one that we are willing to accept, one we are unwilling to postpone, and one we intend to win…”
– John F. Kennedy


Moonshot thinking changes the world. By setting our minds to seemingly impossible ideas – much like landing on the moon – we push ourselves to our greatest potential, break new ground, and open a wealth of opportunities for ourselves and others. We are proud to say that OAA (our team members, members, insurance company partners, incredible entrepreneur partners, and SIAA) is comprised of individuals dedicated to audacious goals – we hope you all will join us at the 2018 Success Conference and Celebration, as we reach new heights together.

Mark your calendars for May 16th, 2018, to attend one of the largest gatherings of independent agencies in the region! The conference will take place at the Embassey Suites by Hilton in Norman, OK. You will have the opportunity to sit down with representatives from Safeco, Travelers, The Hartford, Mainstreet America, Metlife, OGA, and more. We look forward to seeing you as we celebrate the success of another year, as millions and millions of dollars go to OAA members.  Stay tuned for registration details.  


Foundation Academy IV

This Wednesday, OAA hosted Foundation Academy IV, at OAA’s Training Center. Ten new members joined us in discussing all the ways OAA and its partner carriers, along with SIAA, will help these new agents become Agents of the Future. OAA is here to support all our members, and ensure they stay “ahead of the curve” in the insurance industry. Whether that be taking advantage of up-and-coming technologies, maintaining strong partnerships with carriers, or keeping open lines of communication between all agencies, OAA is here to develop and cultivate success for years to come.

Truly, our experience, team and influence in the industry cannot be matched by any other partner in the nation. We are so excited that these new agents chose to join OAA, and are witnesses to the enormous potential the future holds for us all, individually and as a community. We are looking forward to the next Foundation Academy!


The Hartford and OAA for Wounded Warrior

The Hartford, OAA, Wounded Warriors

From left: Tony Caldwell, Tara West, and Sharon Blake

The good continues to multiply! We would like to express our gratitude to The Hartford for matching OAA’s $5,000 contribution to Wounded Warrior Project, with a $2,000 donation. Hartford made an offer to six SIAA Master Agencies, who maintain VIP status with Hartford, to match contributions up to $2,000 per agency as a result of our presentation at our OAA Annual Meeting last spring.

Sharon Blake, Hartford Insurance Division Sales Executive, presented the check to OAA CEO, Tony Caldwell and OAA Accountant, Tara West yesterday at OAA. Tara’s son and daughter are both serving our country in the United States Army.

If you would like to join SIAA and your Master Agencies in making a contribution to the cause, please visit siaa4u.com and click on the “Info and Giving” tab.

Lunch Fundraiser

While every day is the right time to thank a Veteran, for this Veteran’s Day, SIAA is matching up to the first $10,000 contributed to the Wounded Warrior Project between November 1 and November 11, 2017.* So today the OAA team had a fundraising luncheon, homemade soup, salad and bread sticks were offered in exchange for a heart felt donation.  SIAA is encouraging all donations they are not asking for large donations (but we’ll take them!).  Please join all of us at SIAA and your Master Agencies in making a meaningful contribution to this great cause!  You don’t need to dig deep, but we’d love to have your contribution!  Please visit www.siaa4u.com and click on the ‘Info & Giving’ tab.










OAA honored at Metro 50 Awards

The Metro 50 Awards Banquet is one of Greater Oklahoma City’s most prestigious events. The metropolitan area’s fastest-growing privately held companies are ranked based on their percentage of annual growth between 2014 and 2016. Qualified companies are required to have revenues of at least $1 million for the previous year. The ranking of all Metro 50 winners was revealed by Oklahoma City Mayor Mick Cornett during the dynamic dinner on Monday, Sept. 25, 2017.

The OAA Leadership Team accepted the award on behalf of our entire hard-working dedicated team of insurance professionals.  OAA is grateful for every independent insurance agent entrepreneur who has made the choice to partner with us.  Thank you for choosing OAA, we are dedicated to helping you achieve your dreams, and we find the harder we work to help our members achieve their dreams, the closer we get to ours!


pictured left to right:  Ron Hanna, Lonnie Hill, LeAnn Sanderson, Chris Moslander, Jeana Courtois, Tony Caldwell and Rick Simpson.