Your agency partner for Opportunity, leverage & innovation

Opportunity

Opportunity to grow your agency through direct access to top national carriers and proprietary programs. We work with you to strengthen your core competency and support lines of business that fall outside your area of focus.

You get the back-end support of enterprise-level resources and leaders in the industry, as well as some of the best connections and solution-providers.

Leverage

Leverage OLI’s carrier relationships for growing your agency and accessing the connections you need to succeed. OLI has the ability to provide you with platinum level carrier relationships that have been over the last 30 years.

Our connection with some the nation’s leading independent insurance brokers, gives you access to niche industry experts, proprietary programs, market intelligence and guidance

Innovation

Innovation to increase productivity and efficiency through technology and our support. Insurance can be seen as a paper-pushing industry. However, we embrace effective technological breakthroughs in Insurtech and provide them to you.

We also offer Affiliates the option to subscribe to outsourced account management and virtual assistant capabilities to help with the day-to-day administrative tasks.

GROW FROM STARTUP TO EXIT WITH OLI

At OLI Insurance Services, we also offer agency perpetuation for agencies looking for that solution. We collaborate with, invest in, and build companies that complement and support the independent insurance agency space.

We offer a unique opportunity for local and regional independent brokers to perpetuate their firm while keeping their agency name and brand. Independent brokers will also gain the support and resources of one of the country’s largest privately held independent insurance brokerage firms, Heffernan Insurance Brokers.

A partnership with OLI can come in various shapes and sizes, and it’s all to ensure you get the best plan of action for you and your agency.

Our CARRIER PARTNERS

Our services

We support agencies that focus on selling the following products: Property & Casualty, Accident & Health, and Life.

MARKET ACCESS & INTELLIGENCE

One of our core objectives is to help you grow by providing access for Property & Casualty, Life, Benefits, and Personal Lines insurances, while utilizing our key resources to support your clients.

We provide:

Appointments with national, A-rated carriers
Access to proprietary programs & exclusive products
Large account support
Cross-selling for all insurance products

Our Competitive Advantage:

OLI Affiliates benefit from the following:

Highest commissions
Profit sharing
Niche expertise across the industries

National Broker Resources:

Safety & compliance videos and training materials
Worker’s compensation claims consulting
Benefits & HR information system

Technology & Resources

As the insurance industry continues to evolve, so do our resources. OLI offers the best technology solutions available today:

Ask OLI: a risk placement tool
Real-time quotes & lead status
Agency management systems & comparative rater
Digital insurance forms
Educational tools
Website & marketing optimizer

Our Unique Solutions:

Dedicated virtual assistants
Outsourced account managers
Concierge client relationship manager
Capital for growth & expansion
Perpetuation & exit strategies

We also have Partnerships that support:

Lead generation
Website design & optimization
Automated marketing
Insurance education & training
Agency owner coaching & strategy

LET’S CONNECT

Our mission is to help you as a small insurance agency grow and take your business to the next level with our best-in-class support services.

PRODUCTS & AGENTS WE SUPPORT

Commercial Lines

Commercial Auto, General Liability, Commercial Package, Commercial Property, Commercial Umbrella, Worker’s Compensation, Professional Liability

Personal Lines

Auto, Homeowners, Renters, Umbrella, Flood, Earthquake, RV

Life Insurance & Health

Term Life, Whole Life, Key Man, & Group Health

Hear From Others

“After being a captive agent for many years, OLI offered me an opportunity of a lifetime to own my own business and book of business. Through OLI, I am able to be appointed with many carriers and also work with dozens more indirectly. They have a support team that are responsive, supportive and lots of fun to work with.”

Lydia Hathorn

Hathorn Insurance Agency

“It’s been day & night working with OLI as compared to my past aggragator. Being able to control the clock by quoting directly on the carrier websites is a game changer”

Michael Hotaling

Hotaling Insurance Agency

“As a small agency, having OLI to help market and service lets us be more competitive, saves money, and will help grow our business”

Jude Winterhalter

Jackson Square Insurance Associates

“I’ve been able to reach out to my existing [Group Health] customer base and help them with cross-selling their commercial and personal insurance policies. OLI has helped me to be a full service brokerage firm and a point of contact for resources for my benefits clients.”

Cathy Little

Essential Exchange Insurance Services

“OLI’s hands on approach really sets it apart from other companies. Thank you for the help with everything!

Our focus has always been personal lines. Now we’re starting to write more and more commercial. We wouldn’t have been able to tackle all that without OLI’s help.”

Jan & Dave Prvitera

Privitera Insurance

“I don’t chase dollars, I chase customers and relationships – so I use OLI’s Fully Outsourced model to make sure my insured gets the right coverage. They do a fantastic job!”

Jack Klein

Jack Klein General Insurance Agency

“[Regarding selling her agency to OLI] I would like to just share how supportive OLI has been. I feel that I made the best decision for my agency and my clients. I feel like they are in very good hands and that brings me peace so it’s all very good.”

Hazel Bright

HB Resources Insurance Services, Inc.

“In starting our own agency, we had ideas that we wanted to make a reality, and that would not be immediately possible without our partnership with OLI. We were able to hit the ground running. Everyone at OLI is so knowledgeable, and vested in seeing you grow. They do everything they can to make it easier for you to succeed. Elated we decided to move forward with OLI”

Liz Moore

Amelia Insurance

“[In perpetuating an existing agency], OLI’s team of professionals brought the real-world experience that was integral for a smooth transition. Their guidance and ongoing support allowed us to dodge a number of hurdles that can only be avoided by the foresight of experience”

Paul Wills

TWIS Insurance

Supported by a Leader
in the Insurance Industry

OLI Insurance Services is a subsidiary of Heffernan Insurance Brokers, a trusted insurance trailblazer.

Heffernan has 30+ years in business, placing over a Billion dollars of insurance premiums across 700+ carriers annually, operating as the 13th largest independent brokerage firm nationally.

Heffernan has a commitment to people valuing a culture of helping others protect valuable assets, and they make it their mission to assist in helping people make smart decisions for their business or family. With ten branch offices coast-to-coast and approximately 450 staff, Heffernan’s reach spans virtually every industry.

And out of Heffernan, OLI was born…

Most insurance aggregators, like OLI, provide varying levels of access to insurance companies and use their aggregated premium volume to optimize compensation plans, but at OLI we provide so much more!

As your go-to Agency Partner, we provide every one of our Affiliates with a white glove, concierge-level of support. You have the ability to grow your agency, leverage carrier relationships, perpetuate your agency through a merger or acquisition, and innovate your productivity and efficiency through our unique partnership.