Take Control of Your Business
OIA’s passionate team of experts is here to help you uncover opportunities for growth and ensure your business is in its best position for perpetuation.
Strategic Business Planner
Create a new competitive advantage for agencies by aligning people, process & products.
Data & Analytics Expert
Enable agencies to make more informed business decisions using technology & data.
Change Agent & Innovator
Equip agencies with critical insights to help them thrive in an ever-changing marketplace.
Trusted Advisor
Provide agencies with unbiased guidance that arms them with the knowledge to succeed.
Consulting Services
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Valuation
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Business Planning
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Perpetuation Planning
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Errors & Omissions Coverage Review and Shopping
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Introductions to Accounting, Legal and Banking Resources
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Leadership Training
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Technology
Meet Our Seasoned Professionals!
Jeff Smith, JD, CIC, CAE
Strategic Planning, Culture, Perpetuation Planning, Brokering Sales/Purchases of Agencies Consulting
Craig Niess, CVA, MBA
Business Planning and Valuation Consulting
Jodie Shaw
Director of Business Development
Ready to Get Started?
We’re here to ensure your business continues its success.
Call our business consulting team at (800) 555-1742 or complete the form below.
Meet Our Seasoned Team!
Ohio Insurance Agents Association, Inc.
175 South Third Street, Suite 940
Columbus, OH 43215
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