Dan Ramsey is Retiring

Dan's Retirement Reception

Thursday, August 7, 2014

5:00 PM - 8:00 PM

Coles Garden
1415 NE 63rd Street, OKC, OK

RSVP info@iiaok.com or

Contact Denise Johnson 

Denise Johnson, CIC started here June 1st and is the CEO that will follow Dan Ramsey, CIC. If you would like to contact her, Denise@iiaok.com.

Oklahoma's CSR of the Year 
Congratulations to Kelly M. Stebbins, CISR, AAI with Cole, Paine & Carlin Insurance on being Oklahoma's 2014 CSR of the year! 


First Oklahoma Option Approved 

The Oklahoma Insurance Department has issued the first Qualified Employer Certificates under the Oklahoma Option to workers' compensation. Two of these "Qualified Employers" are small companies and one is a large, national employer. All of these approved applications were submitted by PartnerSource and are for programs effective on or before July 1, 2014. Many other Qualified Employer applications are now in process.




Message to Carriers 
Calling all Carriers. We have a blog we need you to read. We need your support to keep the independent agency system strong. Click here.  


2014 World Lacrosse Championships 
Trusted Choice, the consumer branding program for independent insurance agents and brokers, is the presenting sponsor of the 2014 Federation of International Lacrosse (FIL) World Lacrosse Championships to be held July 10-19 at Dick's Sporting Goods Park in Commerce City, Colorado.


Herb Swartz Retired 
Herb Swartz announced his retirement from the Hanover Insurance Group. Kendra Schenkel will assume a direct leadership role for our personal lines business in Arkansas and Oklahoma effective May 30, 2014.


Lock-in Your Price 
Trusted Choice/Project CAP

Advantage Subscription for a full year is just $39/month, subscription rates go up on July 18th. Discounts are now available for agencies with multiple locations - $5 off the regular monthly rate 3-9 locations and $10 off 10 or more locations. To take advantage of this discount, contact CAP at 855-372-0070.


SignOn Once 
SignOn Once is a collaborative industry effort to create a safe and standard way to secure ID/password authentication.  This solution is not specific to any individual carrier or vendor, the aim is to get as many parties participating so that independent agents reap the benefits of one potential single ID and password set. Read More.


June 2014 Issue
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IIAO 2014 Partners
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Quick Links

IIA of Oklahoma


Big "I" Markets

Ask an Expert

IIAO Young Agents 

June Newsletter Sponsor
Mercury Insurance Group 



What's the BUZZ?

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Searching for Instructors 
Are you interested in teaching a CISR class or two a year? We are looking for new instructors. Click here for more information or contact susie@iiaok.com with questions. 


Advertising for YOU 
In May, 2,153 consumers clicked through from a digital ad to the Trusted Choice consumer website. That means leads for our members! Have you received a Trusted Choice lead? Be certain to let us know so we can share your testimonial with our members. Remember, some consumers may prefer to get your contact information from the Trusted Choice website and call you directly - a good reason to ask your clients how they were referred to you.


ZeroRisk Hiring Tool 
This is a new tool for you to use when hiring.  Phil Eitzen, Eitzen Agency - Fairview, had this to say about the tool, "Seems like a pretty straight-forward tool to use for hiring.  While we hope we don't use it a lot, from what we are seeing, it will be valuable...much better than Caliper." Learn more here.


IIAO 2014 Partners


Diamond Deluxe

Union Standard Insurance Group

Specialty Insurance Managers of Oklahoma, Inc.  Comp Risk Management
Independent Insurance Agents Association of Oklahoma City

Mid-Continent Group



Mercury Insurance Group

National Security Fire & Casualty Co.

Imperial PFS

IIAO Eagle Agency




EMC Insurance Companies

One General Agency

Travelers Insurance
Liberty Mutual Insurance

Central Insurance Companies

CNA Insurance





Patriot National Underwriters, Inc./Old Glory Insurance Co.

Taber Brokerage LLC

Delta Dental of Oklahoma

Safeco Insurance




M.J. Kelly Company

Chubb Group of Insurance Companies

Columbia Insurance Group

The Hanover Insurance Group

Patriot National Insurance Group/Guarantee Insurance Company

National American Insurance Company 

The Hartford



Westphalen Insurance Services

Swett & Crawford of Texas

Farmers Alliance Insurance Companies

Equity Insurance Company

Triangle Insurance Company

Risk Placement Services

The Republic Group of Insurance Cos.

Bailey Special Risks, Inc.


Graham-Rogers, Inc.


Cornerstone National Ins. Co.

JL Oklahoma Alternatives