Member Stories
OAA's 170+ member agencies2 include former captive agents, established independents, and owners planning an exit. Each one runs its own book. The quotes below are published as the members gave them.
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AccessPlus policy access and member resources sit behind one login. The class calendar is public: every upcoming session is on the Events page, no login needed.
AccessPlus Portal
Your policies, carrier links, commission and bonus statements, and service tools. If you are servicing a client right now, this is the fastest way in.
Trouble getting in? Email Amber and she will sort it out.
Training & Events
Carrier-by-carrier product training on the markets you actually quote — appetite, underwriting, and where the business goes when the market tightens.
The fastest margin move most member agencies have left: writing commercial competently. Classes run from first BOP to program business.
What changed in your state and what your carriers changed with it. Split by state because filings and forms are not national.
Codes, comparative rater, agency management system, and commission reporting — the operating setup, run as a sequence instead of a stack of PDFs.
Hiring, comp plans, pipeline discipline, and the sales process that turns a second producer into a profit center rather than an expense.
Sessions on OAA's partner technology vendors and how to actually implement their systems in an agency — chosen, configured and adopted, rather than bought and ignored. The gap between owning a tool and running on it is where most agency efficiency is lost.
Open to everyone. No login needed to see sessions or register.
Member Resources
Your book, your carrier links, your service tools. One login, no second door.
Who writes what, where, and right now. Updated as appointments and appetites move.
Base commission, profit sharing, regional bonuses and national bonuses — where each layer landed and why.
Campaign templates, co-branded collateral, and the Performance Marketing Support Fund paperwork that reimburses the spend.
Producer comp models, service workflows, E&O-aware procedures, and the agency documents you should not be writing from scratch.
A named person with your numbers in front of them. Standing sessions, not a ticket queue.
The national side: SIAA's member portal, carrier resources, and the Tech Finder directory of vetted technology vendors.
SIAA's learning platform, alongside OAA's own class calendar rather than instead of it.
Member Story · 01
Situation
An established agency with a short carrier list. It quoted fewer markets than its clients needed and lost business it could have won.
OAA Support
Network carrier appointments opened the markets the agency couldn't reach alone; OAA coaching worked the growth side.
Outcome
A carrier lineup that competes on every quote, and a book growing on business the agency used to decline.1
“The shackles have been kind of removed and being better able to serve our clients with all the carriers we represent now has been life-changing in our business.”
Justin Peeler · Peeler Insurance
Member Story · 02
Situation
A new independent agency with no volume history. National carriers wouldn't appoint it without volume, and it couldn't build volume without those appointments.
OAA Support
Immediate carrier access through the network plus hands-on help from coaches who had started agencies themselves.
Outcome
Launched with the carrier lineup of an established agency and support on call for every first-year problem.
“OAA allows access to carriers I would otherwise not be able to obtain immediately. It is also very nice to have people who have been in my position assist me with the issues of starting and running my own agency.”
Tracey Talley · Wall Street Insurance, LLC
On Video
Member Highlight: Freeland Insurance
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Let's Get Connected
Watch on YouTubeIn Their Words
“Companies deal with us more carefully as an OAA member than they would if we weren't affiliated with OAA.”
“I've been able to always find a market and always be competitive — and not ever have to apologize for my rate.”
“I can pick up the phone and talk to somebody. I really appreciate the support and knowing that they're there.”
“If you wish to grow, it's like space — super fast. I would highly recommend OAA.”
Next Step
Every story above started with a thirty-minute conversation about where the agency was and what the network could do for it.
