Oculo Advantage
Here at Oculo Advisory, we see the financial services world differently and want to share that vision with you.
First and foremost, we believe that we are in the Financial Services world. This has two components for the agents and advisors we work with: Financial and Service.
From a Financial point of view, working with us needs to be profitable for you. And that too has two components: revenue and time. We need to make sure the revenue you generate is competitive in the marketplace or else you won’t work with us. This is fairly intuitive. So we make sure that we pay competitively.
The second part of the Financial aspect is counterintuitive: time. Oculo is focused on efficiency so that you don’t waste time because time is money. We handle all the trivial things that drain time and energy so that you don’t have to worry about it, thus having more time to build your business and be more profitable. We see this as part of our competitive advantage and why you as a business person would choseOculo over the thousands of other places you could align with and place business through. Working with us gives you both time and money.
On the Service ends, Oculo makes it easy. Easy to do business with us from a licensing and ledger point of view. Easy underwriting as we will do it all. Easy service and all other aspects of getting policies in place. And easy to get paid. We want to minimize friction and delay in every component of the sales process so that you love working with us, which is how we earn your loyalty and future business.
And as to future business, we believe that serving you the producer is the best way to earn that business. Not just from good payouts and processes for getting policies placed efficiently, but we believe that part of our service offering is to maximize you as a producer by growing your capabilities. Our Leadership Team has over six decades of experience not just as insurance producers but coaching and developing top producers. We draw inspiration and insight from everything from martial arts to psychology and military training to bring you cutting-edge professional development ideas and sales training so that you can be more and sell more. This investment in you as an individual and professional is a differentiating factor between Oculo and others because we see your potential. We believe in investing in your individual capabilities because that is better for your clients, your life and production, and ultimately all of us.
We see you differently, and we see the financial services world differently. If you share this bigger vision, join us in building something bigger and better.
Disrupting Collaborating Elevating
The goal?
To provide a holistic alternative to “what has always been.”
In 2018, Oculo Advisory Group was born and the first group of advisors came aboard to experience the new platform. Ultimately, Oculo Advisory Group wishes to be the company that changes the way business is done and to set advisors on a path of unparalleled success and independence.