Insurance Journal: “Minding Your Business” Articles

Things to Consider When Using Agency Partnership Groups

By Catherine Oak and Bill Schoeffler Regardless of agency size, sometimes it is difficult to get access to all the markets that might be needed for the agency’s clients. Most standard markets will have some sort of volume requirement and some might limit the number of appointments in a region. So, what are the options if the agencyContinue reading “Things to Consider When Using Agency Partnership Groups”

How to Create & Reward Exceptional Agency Leaders

It’s always difficult to admit not being good at something — especially when you are the agency owner and leader of an insurance agency. But knowing a person’s weaknesses is extremely important. Leaders who understand their own weaknesses can find employees to fill that talent void. Humans are best when they specialize. Look no furtherContinue reading “How to Create & Reward Exceptional Agency Leaders”


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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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