Personal Lines Profiles

June 4, 2007

Oklahoma Agents Alliance

Oklahoma City, Okla.

Owner(s)/principal(s): Ken Anderson, Tony Caldwell

2006 personal lines premium: $35.8 million

Founded in 2000, Oklahoma Agents Alliance is a network of independent agencies with offices in 45 locations.

OAA grew its personal lines business substantially over the past five years by marketing to centers of influence and through direct mail campaigns. Five percent of their sales can be attributed to personal umbrella.

Chris Torres, president, says what he likes most about the personal lines business is ease of doing business, but what he likes least is market fluctuations. Three keys to OAA’s success in personal lines include: aggressive sales and marketing by agents with direct writer personal lines backgrounds; broad geographic dispersion of business; and many competitive insurance carrier partners.