Articles by Catherine Oak

Oak is the founder of the consulting firm, Oak & Associates, based in Northern California and Central Oregon. Oak & Associates. Phone: 707-935-6565. Email: catoak@gmail.com.

How to Develop a Smart Advertising and Marketing Strategy

How do most agencies get new business? The answer is usually from referrals. Business generated this way is great—it’s already “half sold” and the new client’s perception of the agency, products and service is already high. The downside is that …

Preparing to Sell or Merge Your Agency

One of the most difficult decisions that an owner will have to make is whether to sell an agency or to merge with another party. For the typical owner, more time has been spent working and building up the business …

The Producer Dilemma Revisited: There are Solutions

Four years ago, we wrote an article for Insurance Journal that outlined what we called the “Producer Dilemma.” This article follows up on what has been a chronic problem of finding good producers for the industry and addresses some new …