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“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
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The Bridge – Destination: Disruption

As both professionals and consumers, we’ve all noticed a dramatic shift over the last few years in how individuals seek information and make buying decisions. How you choose to market your business, communicate with both prospects and customers alike, and generally adapt to this new digital era will determine the future success of your business. Disruption is in full swing and it’s up to you to either forge ahead or be left behind.


Managing the cost of disruption

From breakthrough technology solutions, to a tighter labor market, to all sorts of surprising competition, our industry is experiencing a period of unprecedented change. Many of these changes have such a dramatic impact on familiar business practices and environments...

Planning Success

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...

Is your agency prepared for digital disruption?

Is your agency prepared for digital disruption? In a rapidly changing world, the basic concept of insurance has remained remarkably stable. Agents are the link between customers and carriers, who create risk pools and price coverage to both indemnify and produce a...

Using debt as a tool for growth

“Neither a borrower nor a lender be,” cautioned Polonius in “Hamlet.” William Shakespeare’s advice has gone on to form an attitude about debt that has survived countless generations. Most insurance professionals are financially conservative by nature, and their...

Have questions? Talk with our experts for more information.