tony caldwell standing in a hallway ringing a gold bell
March 03, 2019

Improving Insurance Sales Success

It’s interesting to me to see that some insurance agents are phenomenally successful in sales while others with similar skills, personality, training, and even drive aren’t. There are lots of ways to …

| By Tony Caldwell
phone displaying new email message icons
December 04, 2018

Sorting Customer Emails - by Brandon Sherman of S&H Insurance

As an independent insurance agency owner, time is of the essence. When your inbox is a flurry of emails from customers, carriers, partners, and others all at once - time management and streamlined …

| By OAA Admin
man outside talking on a cell phone
November 20, 2018

How to Prepare to Borrow from a Bank

During a recent Circle of Excellence discussion (our regular informal meeting with high performing partners), we talked about the role of a Chief Financial Officer (CFO) in a growing business. One of …

| By Tony Caldwell
November 13, 2018

Budgeting is Not Planning

The fourth quarter is the time of the year when business people typically work on preparing budgets for the coming year. This is an important process that should involve all of the leadership of the …

| By OAA Admin
still shot of Jennifer Fabian from a video
October 17, 2018

Agency Development Visits for Your Agency *Video

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 …

| By Tony Caldwell
October 09, 2018

Retention *VIDEO*


| By OAA Admin
still shot of tony standing in front of a bookshelf with various trinkets
October 09, 2018

Help Your Insurance Agency Bottom Line with Carrier Retention

Hi, it’s Tony. I’d like to talk to you for just a moment about retention. Not your retention rate in your agency, but the retention you have in your book of business with our strategic partner …

| By Tony Caldwell
October 02, 2018

Increasing Your Income with APFCO

How can you make money using Associates?

| By OAA Admin
September 21, 2018

Momentum Builders

Wednesday September 20th, was the first Momentum Builders class put on by the Agency Development team.

| By OAA Admin
September 11, 2018

Close to the End of a Big Claim

In the insurance business, agents sell a lot of things. Distressingly, many sell a cheap price and others sell things like, “service” or “relationship.” Regardless of how you close deals, and what …

| By OAA Admin