Gain Insight and understanding of your agency's value and operations

Tools to help you make more informed business decisions

Operational Insights

Gain insight into your agency's operations and unbiased guidance to make more informed business decisions about your future.

OIA has specifically developed two reports in-house to help independent agency owners: OIA's R.I.S.E. Report takes your high-level operations data and compares it to peer agencies, and the Agency Insights Report takes you on a deep-dive into your agency's metrics to better understand your business.

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Online Tools

OIA is here to ensure small- to mid-sized independent agencies are empowered with the right tools to plan their agency's future.

Our Online Opinion of Value Tool allows you to estimate your agency's fair market value range, and our Online Agency Insights Tool provides high-level insight to improve your agency's operations and compare yourself to other agencies.

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Valuation Assistance

OIA has tools to provide you with unbiased guidance to make more informed business decisions.

Full Valuation Services are now available for those who are considering perpetuating internally, selling their agency to a third party, or even purchasing another. Additionally, our Online Opinion of Value Tool provides agencies with an estimated fair market value range to help drive future performance.

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Perpetuation Resources

OIA is dedicated to helping the independent insurance agent remain independent.

Check out our perpetuation resources, exclusively for OIA members.

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Agency Link

Looking to buy, sell or merge your agency?

The right partner can make all the difference. Let OIA help you find the right match to meet your agency's goals. Submit your information today to receive a proposal!

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