Trusted Advisor

With Oak & Associate’s expertise in M&A, restructuring, valuation and best practices implementation, you can trust us.


Oak & Associates was founded in 1991 by Catherine Oak.  She has been an industry consultant for 35 years and consulted with thousand of agencies and brokerages across the country over the years.


Oak & Associates prides themselves in providing customized professional consulting services to meet the firm’s unique needs.


Catherine has numerous professional designations, such as CIC, CPCU & AAI.  She is an industry recognized expert and has written articles for the Insurance Journal for over 20 years

Account Manager and CSR Roles and Performance

By Catherine Oak and Bill Schoeffler Account managers are the backbone of an agency. Account managers (AM) are also called customer service representatives (CSR) and are critical to the agency’s reputation. Many are the key to retention, and clients look to them to get their needs met. Producers are very dependent on them to not only service theContinue reading “Account Manager and CSR Roles and Performance”

“She brought a number of buyers. I believe she was responsible for the sale and at a higher price than anticipated.”

Mark Polivka, Monarch Insurance Services, Inc.

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Meet Catherine
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Interested in learning more? Feel free to give me a call or shoot me an email.

(707) 478-8527

2158 NW Toussaint Drive Bend, Oregon 97703


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