OAA eBooks & Resources

Some people are never satisfied being an employee, no matter how high the position. These people are ambitious - they want the finer things in life, authority, power - but they also have drive, which is the willingness to do whatever it takes to reach their goals.

Are you one of these people? Are you counting the days until you have saved enough to set off on your own instead of working for someone else?

If you have enough knowledge and experience in the field of insurance, this is an excellent time to start your own agency and succeed. There will be risks, and the work will be hard and require long hours, but the difference is that you will be building your own company and creating a legacy for your children - or just creating a valuable agency that you can sell down the line.

$9.99Free Download

Some time ago, you made the decision to go independent and start your own agency. Congratulations! We’re sure it has not been easy, and we admire your courage and work ethic to have come this far in the competitive world of insurance.

If you’re reading this, you are clearly looking for ways in which your agency can grow faster, at a higher rate, with more sales and higher profitability. You have come to the right place! We have solid gold advice, gleaned over decades in the insurance industry and helping agencies like yours grow.

$9.99Free Download

If you’re reading this, you may have started thinking about selling your agency or handing the reins to someone else. Planning and acting ahead of time are vital for you to get the best possible price if selling, and a smooth transition if you are stepping back from leadership.

Download this guide and find out how to properly plan a transition, following the example of the great Steve Jobs. Learn how to calculate the value of your agency - and how to increase it quickly in a matter of years. Think about your brand and the value it has.

$9.99Free Download

The COVID crisis has taken a massive hit on the economy, and insurance agencies are suffering the effects. However, this crisis also brings lots of opportunities for agency owners with courage and vision.

Let me show you the many silver linings that COVID-19 can have for an independent insurance agency, and how to take advantage of every opportunity during these difficult times.

$9.99Free Download

Times of crisis are also times of incredible opportunity, and the COVID crisis has accelerated the technology evolution and forced even the most tech-averse among us to use tools such as video conferencing to work or even interact with our loved ones. Social distancing has driven every non-essential worker home, where we are all discovering how to be productive and efficient without a boss breathing down our necks.

This forced migration into the virtual world opens immense opportunity for independent insurance agents with vision, ambition, and the determination to take advantage of them.

$9.99Free Download

Success in insurance is no longer reserved to the sage agent who has all the right hunches and gut-feels: success is there for anyone willing to look at the data, understand what it means, and act according to hard evidence. Even risk-taking can be informed by analytics and data, so you can take better risks with a greater chance of success.

Running a business is a lot more complicated than many imagine when they set out to start their independent agency, full of dreams of success and wealth. But both success and wealth can be created, especially during these complex times, if you are smart about it.

$9.99Free Download

The UnCaptive Agent takes you step-by-step through the thinking, mindset, skill sets, and checklists you need to launch and successfully operate an independent insurance agency. 

If you’re ready to escape limitations, build incredible income and wealth, and create the life of your dreams, this book is a must-read.

$9.99Buy on Amazon

In COVID Proof Your Agency, learn how to manage your insurance agency through crisis with valuable guidance and insights from industry experts – COVID-19 and beyond.

• Take your agency virtual

• Manage your agency to minimize disruption and avoid loss of income, and prepare for the future during this crisis

• Analyze your business's SWOT for the upcoming months

$9.99Free Download