Products & Services

Valuation and Agency Insights

Understand Your Agency’s Value and Operations

OIA provides tools to help you make informed decisions about your business now and in the future.

Valuation Assistance

OIA offers full valuation services for those considering perpetuating internally, selling their agency to a third party or even purchasing another business.

Operational Insights

Gain insight into your agency’s operations to make more informed business decisions about your future. Our two, in-house reports help independent agency owners compare their business to peer agencies, providing you a better understanding of your business through the use of data.

Agency Insights Report

Gain insight into your agency’s operations and unbiased guidance to make more informed business decisions using OIA’s Operational Insights Services, exclusively developed for independent agencies.

RISE Report

OIA’s RISE Report takes your high-level operations data and compares it to peer agencies. You’ll be able to compare growth, determine if your salary and benefit packages are competitive, and gain insights into other critical performance metrics using the RISE Report.

Perpetuation Resources

Our variety of perpetuation resources, such as valuation services and agency link, provide agents with the instruments needed to remain independent in the insurance marketplace.

Ready to get started? Contact our team today!

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