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Oak and Associates, a consulting firm to insurance agencies

Oak & Associates is one of the most experienced and trusted advisory firms in the insurance industry for agents and brokers worldwide.

http://www.oakandassociates.com/

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Oak and Associates, a consulting firm to insurance agencies | oakandassociates.com Reviews
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Oak & Associates is one of the most experienced and trusted advisory firms in the insurance industry for agents and brokers worldwide.
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Oak and Associates, a consulting firm to insurance agencies | oakandassociates.com Reviews

https://oakandassociates.com

Oak & Associates is one of the most experienced and trusted advisory firms in the insurance industry for agents and brokers worldwide.

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1

Oak and Associates

http://www.oakandassociates.com/dream-team.html

Management and Organization Study. Opinion of Value - Book of Business. Santa Rosa, California. Dream Teams - Agency Matermind Groups. The cost will be reasonable and it will be about 4 hour meeting with lunch, once a month, with a few hours of individual team member coaching in the month by Catherine Oak. This service will also include an annual valuation or business plan, if desired. Most owners that don't have multiple partners need a trusted adviser/coach or mastermind group!

2

Oak and Associates

http://www.oakandassociates.com/resources.html

Santa Rosa, California. Oak and Associates has different resources for agency owners, managers and staff, besides its consulting services. They write articles for national magazines and specifically for 13 years have been writing a monthly column called Minding Your Business for the Insurance Journal covering numerous agency management topics. Many of these articles are under the Articles. Tab for your viewing pleasure. Periodically Oak and Associates does webinars. Visit Oak and Associates blog.

3

Oak and Associates

http://www.oakandassociates.com/about.html

Santa Rosa, California. Catherine Oak, CIC, CRM, AAI. Since 1984, Catherine, Founder of Oak and 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. Why Use a Consultant:. Also, when a unique opportunity presents itself, such as a merger or acquisition,...

4

Oak and Associates

http://www.oakandassociates.com/services.html

Management and Organization Study. Opinion of Value - Book of Business. Recent Mergers and Acquisitions. Facilitated by Oak and Associates:. Argo Ins. Brokers of Pleasant Hill, CA, acquired by Integro Group, NY. Cohn Reid O’Neill of Burlingame, CA, merged with Risk-Strategies, Inc. of MA and NY. Driscoll Insurance of Tustin, CA, acquired by National Financial Planners of NY and AZ. Nelson and Bernstein of San Francisco, CA, acquired by Bickmore Risk Consulting, Sacramento, CA. Santa Rosa, California.

5

Oak and Associates

http://www.oakandassociates.com/seminars.html

Management and Organization Study. Opinion of Value - Book of Business. Santa Rosa, California. A sample of seminar and workshop topics presented by Catherine Oak, CIC, CRM, AAI. How to Value an Agency. How to Design your Agency Business Plan. Designing and Implementing Your Agency Sales and Marketing Strategy. Becoming a High-Performing Agency. How to Buy or Sell an Agency. Designing Effective Owner and Producer Compensation Plans. To Merge, To Cluster or To Acquire. Sales Strategies in Difficult Times.

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Santa Rosa, California. Sign up for our. Oak and Associates is one of the most experienced and trusted advisory firms in the insurance industry for agents and brokers worldwide. Since its inception in 1991, Oak and Associates has been working with owners and managers to improve their business model. Take our " Help Us Help You. Survey is to give us feedback about the challenges you may be facing today and what tools, resources or programs we could provide to assist you. Worked with us in adding our first...

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Oak & Associates Blog | Agency Management Tip of the Month

Oak and Associates Blog. Agency Management Tip of the Month. August 21, 2013. A strategic business plan is very important to make sure that the business is successful. So why is it that only 15% of small businesses actually have a plan! It may seem like a daunting task to write out the firm’s strategic business plan but after reading this blog it will be understood why the firm has to have one. The next step is to determine the current status of the agency. Owners and key employee need to look within...

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Hand crafted goods of Leather and Wood. Make Your Own Hot Sauce – How To. September 9, 2013. Nothing tickles my taste buds like a good hot sauce, and after years of travelling around the world adding many triumphs of gastronomic concoctions to my collection, last year I […]. Read Article →. September 2, 2013. Moving away from small life goods, I have been taking quite a few orders for this noteboard after making one for my wife a few months back. Featuring a padded […]. Read Article →. August 22, 2013.

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Whisky and other splendid things. Kavalan Launch in Cape Town – 9th November 2013. November 19, 2013. The Kavalan Distillery takes it’s name from the historic region where the distillery stands. Construction started in 2005, and the very first drops of new make were caught at 3:30pm on the 11th of March 2006. There is a limited release of a mildly peated expression but the body of Kavalan range is unpeated, floral and fruity, along with with some serious sherried expressions. The peatiness of the afo...