Foundation for the advancement of insurance professionals

George W. Haenszel Scholarship

The George W. Haenszel Scholarship was established in 2017 to honor Ohio Insurance Agents Association's outgoing CEO, Mr. Haenszel, and his 40 years of dedicated service to Ohio’s independent agents. The $2,500 educational scholarship was created to provide professional development for Next-Gen independent insurance agents in leadership development, agency operations, the customer experience, agency ownership or partnership for advancement of their career and the success of the independent insurance agency system.

This scholarship program validates OIA’s commitment to developing the next generation of industry leaders.  There are multiple ways OIA establishes scholarship in name of outgoing CEO George Haenszelin which Next-Gen agents can use scholarship funds:

  • Use of OIA’s valuation, perpetuation and insights tools and coaching programs to gain insight and understanding of their agency's value and operations (Perpetuation Planning, Development and Coaching Program, R.I.S.E. report, Valuation Report, Online tools).
  • OIA Peer Exchange Groups (includes Valuation and R.I.S.E. Report) coming in 2019!
  • Classes to earn an insurance designation.
  • Other Insurance Industry Professional and Leadership Development Programs (IACON, OIA Next-Gen Summit, IIABA Leadership Development Program, Elevate, etc.).
     

Award Criteria

To be considered for the George W. Haenszel Scholarship, you must meet the following criteria:

  • Completed application form (including a personal letter and a nomination letter from the agency principal)
  • Employed full-time in an independent insurance agency located in Ohio
  • An agent who has at least 20 years left in their career
  • Agency must use an agency management system
  • Preference given to small (up to $5M in premium volume) and mid-sized ($5 to $10M in premium volume) member agencies


Click here for the recommended curriculum for professional development


Note:

  1.  Scholarship funds must be used within two years of the award date or they will expire.
  2.  A receipt or paid invoice must be submitted for scholarship reimbursement.
  3.  Scholarship reimbursement will be made to the agency.
  4.  Applicants not chosen will be considered in the next round of application review.
  5.  Reimbursement for scholarship funds used for a class or designation program must show proof of attendance.

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Applicant Information

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Agency Information

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Is the agency a member of OIA?: *

Agency size (premium volume): *


Are you employed full time in the agency?: *

Are you or do you want to be an independent insurance agency owner or partner in the future?: *

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Scholarship

What do you plan to do with the funds if you are awarded the scholarship?

Please select one. Click on the product/program to learn more.


Use of OIA’s valuation, perpetuation and insights tools and coaching programs to gain insight and understanding of your agency's value and operations:

Other insurance industry professional and leadership development programs:







 



Please include a letter explaining:

  • How the scholarship funds will be used to help you become a future/better independent insurance agency owner or partner, and
  • What changes you would like to see in the agency in the next 5 years.


Please include a nomination letter from the agency principal.