INSURANCE AGENCY

We’ll Get You There

“One of the few sources for an insurance agency in securing a loan when acquiring a book of business. Oak Street is a trusted financial partner who understands the insurance business.”

– Richard Morache

“This was the most organized and smooth process of a loan I have ever experienced. Everything went as I was told. Thank you for such a smooth process.”

– Valerie J. Gavin

The Bridge – Destination: Connection

In an ever-more technologically advanced society, we need to make sure that we enforce and enhance what makes us great at our jobs: relationships. Without the relationships we’ve built, all the advancements available to us through technology would be meaningless. As service professionals, how we conduct business has a lasting impression on our stakeholders, including customers, employees, and competitors.

For this season’s Bridge magazine, “Destination: Connection,” we focus on what each of us can do to improve the connections in our lives knowing that our success is determined by the strength of the bonds that we choose to build and maintain.

FEATURED BLOGS

Choosing Fixed- or Variable-Rate Business Financing

Choosing Fixed- or Variable-Rate Business Financing

Traditionally, commercial borrowers have had limited options in the type of financing available to meet their business needs. Whether the purpose was for business growth or simply boosting working capital, many lenders have not tailored their financial products to borrower’s requirements. For borrowers, that usually meant variable rates that were based off of benchmark indices such as the prime rate. Unfortunately, the inherent volatility of those indices often made it difficult to ensure cash flows are sufficient to repay your obligations.
Appealing to Millennials Part 2

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.  In the previous part, I discussed the benefits of a personal and social online presence. 
Appealing to Millennials Part 1

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.
Consolidating business debt can improve focus and growth

Consolidating business debt can improve focus and growth

Consolidating business debt can improve focus and growth People talk about having the right idea as the key to a successful business, but sustaining a company such as an insurance agency really takes two things: an owner who’s willing put in a lot of effort and enough...

Have questions? Talk with our experts for more information.