Utilizing Your Team’s Unique Abilities: Your Key to Growth as an Independent Agent

This video and blog are part of my ongoing series on leadership development and entrepreneurship as an independent insurance agent. One of the things I’ve found in my decades of experience in the …

| By Tony Caldwell

Leadership and Success: The Changing Needs of Independent Insurance Agencies

This blog and video is a continuation of my series on entrepreneurship, success and the independent insurance agent. In this piece, I’ll be discussing how to empower your agency’s employees to …

| By Tony Caldwell

Growing Insurance Agencies: Magic Numbers to Success

I get to work with dozens (in fact, over the years) hundreds of agency entrepreneurs, starting, building, growing insurance agencies in my work. Many of them have been successful. Some have not been. …

| By Tony Caldwell

5 Things to Avoid When Starting to Sell Insurance

I get to talk to lots of entrepreneurs about starting insurance agencies, and frequently the question comes up, what's the one thing I need to be successful? Frequently, however, I find it easier to …

| By Tony Caldwell
text on a white background: growth agent insight, roadblocks to success

Roadblocks to Success

The other day I listened as my wife grew increasingly frustrated trying to accomplish a simple change to an airline reservation; even though hardly anyone is currently flying and airlines have never …

| By Tony Caldwell
text on a white background: growth agent insight, re-engineering


As we enter the sixth month of the global COVID pandemic, some businesses have already failed and others are weakened and will fail in the next few months. In the insurance industry we've been lucky, …

| By Tony Caldwell
miniature sculpture of a red man climbing a wall

How to Pivot Your Insurance Agency

COVID-19 has changed the way we do business. In many ways, it has actually improved the way we do business. Many were forced to implement technology in ways they had not tried or imagined. We …

| By Marsha Dewart
text on a white background: growth agent insight, COVID-19 and the captive agent

The Future of Captive Insurance Agents is Bleak Right Now

n the last few years, captive or exclusive agency channel insurance carriers have been reducing commissions, creating online competition for their agents, and struggling to be competitive in the …

| By Tony Caldwell
couple on vacation smiling for the camera

Have a Great Vacation

OAA's CEO wants you to take a vacation!  Watch the video to see why he says vacation is vital to growing your business.

| By Tony Caldwell