MGA / BROKER

We’ll Get You There
“Industry knowledge was definitely an advantage to working with Oak Street. The niche you serve shows there’s a lot of gray area but you explained things well.”

– Rick Maldonado

THE BRIDGE NEWSLETTER

For valuable insurance industry insight and business growth tips, read editions of The Bridge magazine below.

FEATURED BLOGS

Using technology to enhance the client experience

Using technology to enhance the client experience

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...

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.

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