Available Services: Market Access, Technology, Back Office Support, Sales Support, Exit Strategy
We provide best in class support services to help small insurance agencies grow by providing exceptional market access, new business fulfillment, back office support, and technology solutions to help improve efficiency as well as initiate revenue streams outside their core competencies.
Our mission is to help small agencies who are struggling to grow and keep up with the times take their business to the next level.
We also provide turnkey insurance brokerage infrastructure to individuals that want to start their own agency and, alternatively, exit strategies for those looking to retire or pass along their business to a successor.
Oli Insurance Services, Inc. – 1350 Carlback Ave. – Walnut Creek, CA 94596 – (925) 448-2600