Coaching for New Agencies

Our Agency Foundation is a consultation program that includes discounts on agency services, access to third-party providers, access to successful and proven methodologies, and some simple yet essential helpful hints to improve your insurance marketing tactics and sales process.

This program helps new agencies to establish a foundation for building and operating a business, not simply writing and selling insurance. We have more than 30 years of experience, and we bring the benefit of the resultant knowledge and skills to our start-up Member Agencies in helping them to accelerate the ramp-up to success.

SIAA’s Agency Foundation provides the support that new agencies need to launch a successful insurance business. You will have access to discounts on SIAA services as well as access to third-party providers and proven sales, marketing ideas, and business methodologies.

Coaching for Established Agencies

OAA recognizes that many of our members already have been functioning as insurance agents for some time, and we provide coaching that is designed to help them too - think of it as continued education beyond an insurance license.

We are not just focused on new agents! Our education program includes the SIAA QuickSTART program for new agents and consultation options for established agents as well.

If your agency has plateaued and you want to boost your insurance sales, enhance your customer service, or try social media and newer marketing techniques instead of cold calling, an insurance agency coach can help you navigate change and lead your agency through evolution and growth.

Our Coaching Program is Truly Unique

At OAA, each of our independent insurance agent members is eligible to participate in our proven, time-tested coaching system. This system is in place both at OAA and at SIAA, and it is designed to help you identify the ways that you can improve your agency, build a larger client base, and increase your revenue.

Every day, OAA helps independent insurance agents improve their agencies in order to see their dreams come true.

Help your independent insurance agency grow with top-tier coaching today.

Our top-tier coaching program is designed to help you accomplish your goals. Whether you are a brand-new independent insurance agent just selling your first insurance products, or someone who has been working in insurance for decades, we are here to support you.

Instead of having to manage on your own, you now have the support of our experienced coaches and proven coaching system. 

The mentor/mentee relationship is a proven method for ensuring success in countless industries and endeavors, from selling life insurance to boosting your agency’s income and taking advantage of the changes in the market - an experienced insurance agency coach will help you see opportunities you might have missed, recover from mistakes, and make better decisions in the future.

Coaching and mentoring have been proven as highly effective ways to break out of the routine and make agencies grow explosively. A good coach will set goals for you, keep you accountable, tell you truths that members of your team may be afraid to, and notice potential improvements to your agency and team that you may not be able to see. Imagine having a second set of eyes and a sounding board to help you make tough decisions and get you out of a comfort zone in which your agency is not growing fast enough. Uncomfortable? Probably, but effective for sure!

This is not a generic training about products, sales, or marketing - you are an agency owner, and your time is too valuable to put you through rota learning. Insurance agency coaching is a personalized, 1-on-1 experience that allows you to pick the brains of experienced and successful agency owners to apply their wisdom and experience to your own agency, whether it’s new or already established. You may hear uncomfortable truths, and get priceless advice that will take your agency to the next level if you are willing to put in the work and effort.

Join OAA to gain access to a mentoring and coaching program designed by experienced, licensed insurance agents who understand the unique challenges of working independently, finding and keeping  clients, marketing, and keeping up with industry developments. In OAA, we specialize in making insurance agencies grow - are you ready to work hard and make all your dreams come true?

Questions? We have answers.

Our Frequently Asked Questions cover a lot of what you need to know about joining OAA, but we invite you to contact us with any additional questions you may have about membership, coaching, profit sharing, bonuses and more.

What can I expect after joining OAA?

Upon joining OAA, you gain immediate access to training, carrier connections, networking opportunities, marketing support and much more.

Of course, this also includes our unique coaching program. One-on-one and informed coaching will connect you with experienced industry coaches who will get to know you, your agency and your goals in order to create a development plan that will help you reach those goals.

What are the requirements to join OAA?

OAA membership is for both independent and captive agents wanting to grow their agencies into profitable, stable income sources.

How do I join OAA?

Start here to join OAA. Once you fill out some information about you and your agency, we will be in touch to complete your application for membership.

What are the revenue opportunities?

OAA provides our agents with significant opportunities to see increased revenue. We offer five layers of income as well as access to some of the nation’s most important insurance carriers. As an OAA member, you are considered by these carriers to be a valuable partner, and you immediately can begin to increase revenues through these relationships.

Our coaching system also will help you identify revenue opportunities you may not have noticed or had access to before. We provide higher income opportunities, regional incentives and profit sharing within our network, and increased stability.

Marketing tools allow you to find new clients, and we provide training and educational opportunities so that you never stop learning about ways to increase your revenues and cut your costs.

Join OAA

Who should join OAA? We invite all independently-minded insurance agents to join us! Regardless of where you are in your career today, OAA will support you and help you grow.

You might be ready to start a new, growth-driven agency. Or you might be an established agency on the path to independence. We also work with experienced agents who are ready to increase their profits and grow their businesses so that they are in the prime position to sell.