Agency scale OCI Services is a mid-sized, family-owned general agency with 51-200 employees and a nationwide broker network, indicating strong relationship leverage and opportunities to cross-sell across agents, carriers, and employee benefits partners.

Insurance Made Simple The core value proposition focuses on simplifying insurance and benefits for brokers, suggesting a need for streamlined tech tools, CRM integrations, and training platforms to enhance their advisor support and efficiency.

Technology footprint OCI already uses common enterprise tools (Microsoft 365, Excel, Zoom) and web presence; upsell opportunities exist for modern InsurTech solutions, secure data workflows, analytics, and broker-facing portals.

Revenue potential Current revenue is in the high hundreds of millions, indicating substantial purchasing power and readiness to invest in scalable solutions that can improve broker service levels, back-office automation, and product access.

Strategic positioning As a disruptor focused on agent and broker support with a strong service orientation, OCI is well-positioned to partner on vendor integrations, training programs, and bundled technology services that enhance broker retention and growth across multiple states.