Affiliate PARTNERSHIPS

Innovative Solutions for Common Problems

Learn how OLI can support & grow your insurance agency

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OLI Insurance Services heard the cries of the insurance industry, and created a success system empowering independent agencies and brokers just like you with the turn-key solutions you need to grow your book of business and improve profitability. 

From carrier and market access, to providing technology, administrative, and business development tools and systems–our partnership maximizes the success of an insurance agency. 

Whether you offer commercial lines, personal lines, health, life, surplus, or even specialty insurance, we are the catalyst to help take your insurance agency to the next level.

A partnership with OLI Insurance Services means you get amazing benefits through our Opportunity, Leverage, and Innovation framework. 

You’ll get access to benefits like:

Affiliate Partnerships: Descriptions & Qualifications

EXISTING INSURANCE AGENCIES LOOKING TO GROW​

If you’re an existing insurance agency looking for how to grow your insurance agency, you’ve come to the right place! Agencies in this category typically have 3+ years of experience with a solid track record in their specific area of expertise. And most importantly, we want to work with insurance agencies looking to grow their agency. 

If that sounds like you and your insurance agency, we offer access to:

We also offer access to tools like Ask OLI (our risk placement tool), real time quotes & lead status updates, agency management system & comparative rater, digital insurance forms, educational tools, website & marketing optimizer, and support to make sure you implement and use the solutions to your advantage.

Qualifications to Work With OLI:

Active Property & Casualty and/or Accident & Health / Life Licensed

Favorable Loss Ratio for existing Book of Business

Looking to Sell? Exit Strategies for Your Insurance Agency

At OLI we offer two distinct exit strategies for insurance agencies. These exit strategies have been created to meet the common challenges associated with selling or exiting an insurance agency.

Modern Perpetuation–We offer agency perpetuation while retaining an existing brand identity. Within a relationship with OLI, we offer the opportunity for independent brokers to perpetuate or sell their firm while keeping their agency name and brand intact. This is an ideal situation for family-run insurance agencies or agencies in a local area with a trusted and recognizable brand. 

Traditional Acquisition–We also offer a traditional insurance agency acquisition model. We do all the work and deliver high-quality local customer service, tools, and much-needed resources for growth. And we connect agencies looking for the right merger solution with Heffernan Insurance Brokers, an independent national brokerage firm.

You can learn more about OLI’s exclusive exit strategy on our agency perpetuation page. Please let us know more about how we can empower your agency into the next stage of its growth.

STARTUP INSURANCE AGENCIES & BROKERS LOOKING FOR A FRESH START

Are you an experienced insurance producer or insurance sales professional looking to start your own agency? Then this is the right solution for you. We offer mentoring, coaching, and the resources you need to get started or grow and market your insurance book of business. And we also offer all of the same benefits you see above for existing insurance agencies. 

Qualifications to Work with OLI:

Active Property & Casualty and/or Accident & Health/ Life License
Minimum 3 years’ experience as a sales producer at an established agency

We Offer:

OLI Insurance Services is officially licensed and operating in the following states:

Don’t see your state? Don’t worry – We’re coming soon!

Existing Oli Affiliate?

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