Guerilla Actions to Grow the Agency
Several years ago I attended a five day Guerilla Business School in Los Angeles, put on by a training organization called Peak Potentials. The schools are taught by successful businessmen and woman who have made millions or even billions in their businesses. Their goal in teaching these seminars is to educate others to be able…
How to Find New Producers
Most of our agency clients tell us they have a hard time finding producers. They want to know where to look and how to bring them in. It is not an easy task to find someone especially that is experienced from another agency with a book, that can just come in free and clear with…
M&A State of the Industry – 2021
The merger and acquisition arena has never been this busy! All deals currently on the table and many more sellers now appearing or being thrown into this process want and need to close their transactions by year-end. Private equity (“PE”) investors are pouring more and more money into the regional and national brokers. Agency owners…
Extreme Systemization and Stratification of Agency Operations
By Catherine Oak | January 11, 2021 A few years ago, Catherine had a total knee replacement by an excellent orthopedic surgeon in Fremont, Calif. Dr. John Dearborn was recommended by two of our insurance clients that have had incredible success. This surgeon implemented “systematic processing” of his business, which we also call staff stratification, and it is…
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About Me
Since 1984, Catherine, Founder of Oak & Associates, has been a management and financial consultant. She gained her experience as Senior Consultant for two of the largest consulting firms in the insurance industry, Russell Miller, Inc. and Marsh/Berry. Her experience ranges from working with small firms to the largest national firms and companies.
She has spoken extensively throughout the US, Canada, New Zealand and Australia on financial and management topics for associations, companies, national brokers and other organizations.
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Oak & Associates 