Online real-time quotes

CLOSE MORE BUSINESS

Explore multi-line opportunities and cross sell with ease

GROW & DIVERSIFY YOUR BOOK

Education and training

MORE THAN JUST THE LOCAL AGENT, YOU BECOME THE INSURANCE EXPERT WITH RAVING FANS

Provide Back OFFICE and Account Management Services

Create A Fully Immersive Experience For Your Clients

Tools and resources for your customers

Turn-Key solutions to improve Profitability

Service Overview

Market Access & Resources

Providing comprehensive market access is standard for Oli Insurance Services. By providing access for
property & casualty, life, benefits, personal lines, and tough-to-place risks, we allow your company to
diversify your book of business and engage new customers.

Sales & Back Office Support

One of our core objectives is to help you grow. We teach you how to implement proven sales strategies while providing you the tools to efficiently open doors with prospective clients. Additionally, we offer an à la carte menu of back office support and account management services.

Technology

As the insurance industry continues to evolve, so do our resources. These include the option to use our turn-key agency management system as well as full account management services. Oli Insurance Services offers the best technology solutions to help you improve efficiency.

Our mission is to help small insurance agencies grow, keep up with the times, and take their business to the next level with our best-in-class support services. Our exceptional market access, new business fulfillment, back office support, and technology solutions help improve efficiency and initiate revenue streams outside an agency’s core competencies. We also provide turn-key insurance brokerage infrastructure to individuals who want to start their own agency and, alternatively, exit strategies for those looking to retire or pass along their business to a successor.
Meet our team

John Prichard, Jr.

President
JohnPjr@OLIins.com
Direct: 925-295-2510

Lorraine Remigio

Director of Operations
LorraineR@OLIins.com
Direct: 925-942-4665

Steve Williams

Director of Corp. Development
SteveW@OLIins.com
Direct: 415-808-1300

Melissa Smyt

Client Relationship Manager
MelissaS@OLIins.com
Direct: 231-438-0174