OIA provides tools to help you make informed decisions about your business now and in the future.
OIA offers full valuation services for those considering perpetuating internally, selling their agency to a third party or even purchasing another business.
1. Time is incredibly valuable to you and your agency. Knowing your value and what drives your value is powerful. The earlier you gain this understanding the more time you have to increase your agency value.
2. Take action by utilizing these practical examples. We discuss several insights and the practical steps you can take today to increase your agency’s value. We shared how reallocating resources and investing in your agency can significantly improve your agency’s value over time. It is much like the time value of money when investing in stocks - the earlier you invest, the greater the potential return. There are several key areas where you can make investments in your agency to drive your value up.
3. Every agency needs to have a plan. Your agency is most likely your biggest asset and may even represent your life’s work. It needs to be protected. The best way to do that is to have a thoughtful plan for the future. We have resources and expertise available to help you every step of the way as you build the plan that is right for your agency. This is one of the many resources that we have built to help our agents continue to flourish. Our team is excited about your future and want to be a part of giving you as many options as possible as you plan for the future of your agency.
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.
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.
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.
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.