MGA/Broker | Oak Street Funding

Using technology to enhance the client experience

Jan 2, 2020 | CPA Practice, CPA Practice - Working Capital, Insurance Agency, Insurance Agency - Working Capital, MGA/Broker, MGA/Broker, MGA/Broker - Working Capital, RIA Firm, RIA Firm - Working Capital, Uncategorized

Using technology to enhance the client experience Most of today’s successful businesses use technology to help them accomplish more in less time. And, in terms of technology, the past three decades have been particularly transformative in many ways. One particular...
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Appealing to Millennials Part 2

Aug 27, 2019 | Insurance Agency, Insurance Agency - Sell/Succession, Insurance Agency - Working Capital, Insurance Agency Acquire Buy, Insurance Agency Debt Restructure, Insurance Agency Newsletters, MGA/Broker, MGA/Broker, MGA/Broker - Acquire Buy, MGA/Broker - Sell/Succession, MGA/Broker - Working Capital, MGA/Broker Debt Restructure, RIA Firm, RIA Firm - Sell/Succession, RIA Firm - Working Capital, RIA Firm Acquire Buy, RIA Firm Debt Restructure

Appealing to Millennials Part 2 In this, the second part of our two-part blog series on how businesses can connect with potential millennial clients, I will be covering those areas in which a professional online presence can benefit the bringing-in of said clients. ...
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Appealing to Millennials Part 1

Aug 22, 2019 | Insurance Agency, Insurance Agency - Sell/Succession, Insurance Agency - Working Capital, Insurance Agency Acquire Buy, Insurance Agency Debt Restructure, Insurance Agency Newsletters, MGA/Broker, MGA/Broker, MGA/Broker - Acquire Buy, MGA/Broker - Sell/Succession, MGA/Broker - Working Capital, MGA/Broker Debt Restructure, RIA Firm, RIA Firm - Sell/Succession, RIA Firm - Working Capital, RIA Firm Acquire Buy, RIA Firm Debt Restructure

Appealing to Millennials Part 1 As an older-looking member of generation Z, people often ask me what it is that they can do to attract potential clients from the millennial age group. Despite currently being the largest demographic in the nation, these...
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The digital landscape is changing the customer journey.

Jun 6, 2019 | MGA/Broker, MGA/Broker

The digital landscape is changing the customer journey. Most insurance professionals have noticed a shift in how customers seek information and make buying decisions. How you market your business in this new, electronic and fast-paced world can determine whether your...
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Fear of Change: Embracing New Ways for a Successful Future

Jun 6, 2019 | MGA/Broker, MGA/Broker

Fear of Change: Embracing New Ways for a Successful Future As a business owner or decision maker, have you been stuck in the status quo? Have you been working in your business the same way you have for years? The market is changing, and so are your customers. The time...
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Planning Success

Sep 12, 2018 | Insurance Agency, Insurance Agency - Sell/Succession, Insurance Agency - Working Capital, MGA/Broker, MGA/Broker - Sell/Succession, MGA/Broker - Working Capital

You’ve heard it a thousand times….if you fail to plan, you plan to fail. While cliché, it’s proven and still many businesses and even more individuals fail to plan. Planning is not only about defining a destination but planning in business equals results. Results...
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