Member Stories
Former captives, independents who plateaued and broke through, and owners building toward an exit — 180+ agencies2 run their own books inside OAA. These are their words, published as they gave them.
Already a Member
AccessPlus policy access, the class calendar, and the resource shelf — one door, one login, no ticket queue. Members start here.
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.
Registration runs through the member portal — the full calendar posts there with every session, host, and state filter.
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 · Composite
Situation
Former Allstate captive. 12 years at the carrier. Strong personal book, no carrier diversity, no path to ownership.
OAA Support
OAA placed her with five national carriers in the first 90 days. Provided agency-formation coaching, financing introductions, and marketing infrastructure.
Outcome
$4.1M premium written in year five. 38% retention above book average. Direct contracts at three of her top five carriers.1
“They told me what it was going to take. Then they helped me do it.”
Agency Principal · 5-year OAA member
Member Story · 01
Situation
Independent agency principal carrying every carrier negotiation, every market decision, and every hard renewal alone.
OAA Support
OAA's growth coaching and carrier relationships put experienced operators in the agency's corner — advice from people who had run the same plays.
Outcome
An agency that negotiates and plans with the network's leverage behind it instead of going it alone.
“We like having the expert advice from someone we can trust. We really feel like OAA is in our corner & giving us the tools we need to succeed!”
Bryan Chouinard · President, Centennial Insurance Group, Inc.
Member Story · 02
Situation
Established agency boxed in by a short carrier list — quoting fewer markets than its clients deserved and losing winnable business.
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.
“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 · 03
Situation
New independent agency facing the startup wall: no volume history, so no national carrier appointments — and no way to build volume without them.
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
In 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.”
Write Yours
Every story above started with the same thirty-minute conversation: where the agency was, and what the network could do about it. Yours starts the same way.