Agency Operations

ePay Policy: is the simplest way to collect insurance payments online. OIA Members receive three months free when mentioning your OIA affiliation upon signing up.

Angela Adams Consulting: provides a wealth of experience to help guide success at every stage of your agency. From starting, operating, growing, or selling, their consultants have a unique solution.

Equis Consulting: offers executive leadership and management assessments, development, and coaching through a variety of educational offerings.

AMS Companies

Hawksoft: provides software solutions that build around the agent’s workflows so that you can continue to build your businesses around memorable service and meaningful relationships. Hawksoft offers OIA members a 30% discount.

Applied Epic: is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire agency across all roles, locations, and business lines, including P&C and benefits.

Agency Software, Inc.: provides solutions for every sized agency. With simple product scaling and legendary customer support at every level, there’s a product offering for everyone.

Financing

Osgood Bank: is a specialty financial institution that serves individuals, families, and businesses in western Ohio, as well as commercial customers nationally through our niche lines of business – including the Ohio insurance industry. With a steadfast commitment to exceptional service, hard work, creativity, empowerment, and community support, Osgood Bank strives to be the preferred financial partner for all those we serve.

Imperial Premium Finance: is the industry leader in commercial premium financing, providing short-term loans for businesses to obtain property and casualty insurance coverage.

InsurBanc: is a community-focused commercial bank specializing in products and services for independent insurance agencies. Organized in 2001 by the Independent Insurance Agents & Brokers of America, InsurBanc partners with agents to help them optimize growth opportunities and manage their agencies efficiently.

Live Oak Bank: guides you along the way whether you’re looking to build, buy, or expand your business. Live Oak Bank is OIA’s official lending partner for valuations.

Marketing

Agency Revolution: helps agents create connections, attract clients, build relationships, and grow revenue with websites and client engagement tools.

Market Access

AmWINS: one of OIA’s preferred E&O brokers, brings decades of experience and an expansive network to deliver creative solutions to your clients’ complex insurance challenges.

Arlington Roe: offers a robust cyber program and one-stop solutions for independent agents’ local and nationwide insurance coverage needs.

Bloss & Dillard: provides producers with a broad range of coverages and markets through Superior Service by their Professional Staff.

CRC Group: is one of North America’s leading wholesale specialty insurance distributors, delivering insurance solutions to clients for more than 100 years. Their nationwide network of specialists are focused on one goal – empowering retail agency partners to succeed in an evolving marketplace.

Firefly Agency: offers market access to agents to help when your customers in case life take a turn for the worse.

First Connect: all-in-one insurtech platform that gives independent agents the tools they need to help grow their agencies and write the coverage their clients need.

FirstChoice, a MarshBerry Company: is geared toward owners of insurance agencies that are invested in their talent, comfortable making challenging decisions, want to develop and work toward a strategic plan and applies agility and empowerment. FirstChoice insurance agency network offers growth solutions tailored for agencies of all sizes.

Jencap: is your premier distribution platform, specializing in binding authority, wholesale brokerage, and exclusive program management.

Ironpeak: is one of the oldest and largest networks of independent P&C agencies in the country, specializing in agents increase their revenues, profits, and agency value.

Keystone Group: is a results-oriented management consulting firm serving mid-market manufacturing and distribution clients and their stakeholders.

RT Specialty: is a leading wholesale distributor of specialty insurance products and services. Email questions or requests to oia@rtspecialty.com.

SIA Ohio: is dedicated to the creation, retention, and growth of the independent insurance agency distribution system.

Secured Advantage: is committed to providing the tools and agency enhancements necessary to enhance the short- and long-term success of independent agencies.

USG Insurance Services: a leading national wholesale broker and MGA. USG is an MGA for a variety of top carriers, and works with over 300 different brokerage markets.

XS Brokers: specialty intermediary providing the highest level of services and experience to retail agents and brokers.

Workers’ Comp

Sedgwick Managed Care (MCO): is a workers’ compensation managed care organization focused on helping injured employees return to work safely and quickly. They provide seamless solutions to support employees throughout their recovery and help clients control expenses and reduce lost workdays.

Sedgwick: delivers quality service in areas such as workers’ compensation, liability, property, disability, and absence management goes far beyond just managing claims—they aim to simplify the process and reduce complexity, making it easy and effective for everyone involved.

Virtual Assistants (VAs)

Cover Desk: provides virtual assistants trained to handle a wide range of administrative tasks, allowing your team to focus on what they do best–serving clients and expanding your business.

InsBOSS: virtual assistants that can handle all tasks performed by unlicensed insurance agents.

Other Services

Loyal Christian Benefit Association (LCBA): provides unique products, such as: funeral pre-arrangement funding, traditional whole life insurance, final expense life insurance, and tax deferred annuities.