Broker Info

We are a local FMO focused on helping our agents…

Local Insurance Advisors is a Field Marketing Organization (FMO) based in Oklahoma that works with independent brokers throughout the United States. We know that selecting the right FMO partner makes all of the difference for a successful insurance producer. At Local Insurance Advisors, we pride ourselves in providing high-level industry expertise, unmatched carrier partnerships, and helping individual agents craft personalized market-specific strategies to help them grow their book of business and enjoy a successful career.

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Advantages to partnering with LIA

What our brokers say

Sommer Summers

Local Insurance Advisor, Arkansas

“When I began discussion with LIA about joining their team, I had been working as a Medicare agent for 3+ years and I was a Physical Therapist before that. My working background prepared me to educate my clients and the agents I train with LIA, but joining the LIA team allowed me to be supported and well compensated while also enjoying a flexible work environment.”

“There is not a better agency out there offering the learning opportunities, sales support, benefits, and variety of carriers that LIA provides. Not to mention their relationships with the carriers are unmatched. Tom, Travis, and the rest of the team are always available to help, and they have created a fun and productive working experience even beyond my expectations when joining.”

Sommer Summers, Local Insurance Advisor

Barb Crane

Local Insurance Advisor,  Oklahoma

“I have been in the insurance industry since 2011 and the senior market since 2012. I came from a sales background but was constantly chasing sales and recruits. Obviously residual income with insurance was intriguing and attractive to me. I worked as a captive agent for a few years, but I hated turning business away when some clients needed PPO’s. drug plans or supplements, I found an FMO where I could be a broker and represent all the products. I learned really quickly that all FMO’s aren’t the same.  A friend introduced me to LIA. I took a leap of faith to come on board when I did, and I am so glad I did. I don’t like to be micromanaged, and I love the flexibility LIA provides. LIA has all the tools you need for your success which includes access to E&O insurance, leads, marketing ideas and access to work in your own neighborhood and HOT leads and referrals. Thanks to LIA my book of business has grown exponentially. and I’m thankful for Tom and Travis for believing in me. Put with their team from The Brokerage, I owe them my success. 

John and Nicci Medina

The Medina Agency
“Local Insurance Advisors have been a great partnership with our agency. We can honestly say we wouldn’t be where we are today, without their training, support, and encouragement. We have especially appreciated their promptness to answer our questions, the relationships with carriers they’ve helped us to establish, their willingness to support our marketing efforts, and the family-like atmosphere their organization has welcomed us into. Do yourselves a favor and get Local Insurance Advisors in your corner today! “
John and Nicci Medina, The Medina Agency
Matt Houston, Local Insurance Advisor

Matt Houston

Local Insurance Advisor,  1+ year

“In March of 2018, LIA reached out to me with an opportunity to join their team. I had been a teacher for 9 years and was looking for an opportunity to continue educating but be compensated for my hard work and results. While I was hesitant to dive into a career field I knew nothing about, I took the plunge in July of 2018 and am 100% satisfied that I did. The support and help I have received from LIA have made the insurance world a fun and beneficial transition for me. I now have the opportunity to continue teaching by hosting Medicare seminars and help those in need, albeit a different population.”

“The name says it all, we are Advisors, not salesmen. We are here to help understand your needs and advise you in choosing the best solution possible. There isn’t a better agency in offering flexibility of services and carriers through their agents. It brings me satisfaction knowing that I am helping and protecting those when it comes to their Health and Medicare insurance needs.”

Dan Felty

Local Insurance Advisor, Oklahoma

“I have been in Medicare Sales for over ten years. After joining Local Insurance Advisors in April of 2019, I experienced an immediate increase in my sales. The support from my manager is great and the support from our brokerage firm is unmatched. I believe joining the LIA team was the beginning of an exciting future as I help people make their healthcare choices.”

Dan Felty, Local Insurance Advisor

Tracie Cobian

Local Insurance Advisor,  1+ year

“We all have a calling and a true sense of ‘purpose’ … I know it sounds a bit cliché, my true calling is to help and assist people by learning and enjoying their company. I have a fondness for hearing the stories of the past and bringing a smile to the older generations’ face. The reason why this is so important to tell you is that LIA understands that is why I am in Medicare. I want to help, laugh, and grow with a team of people that have a passion and respect for helping. Andrew is a one of a kind man that laughs and understands the ups and downs of life, business, and the true meaning of life.”

“It’s easy to find an agency to work under, but Andrew and the crew are here to help in every way. I had been with another agency that said all the right things, but when it came down to training and personability, they lacked the luster. I am so elated to be able to ‘shadow’ during seminars and ‘shadow’ during appointments. We, as insurance agents, take so many tests and have products to learn and flyers to distribute and cards to shuffle but in the end, if you have not refined your “talk track” and/or your approach, you are just wasting your time. I know some of us are more detailed than others, and that’s okay with LIA, you can be coached and not feel like you’re pressured. The personal approach that Andrew has given me has really made my 1st AEP less stressful. I also know that I will have clients without having to call 300 people a day. I truly recommend you give LIA a call and make the change. You will be blessed to have them on your side.”

Kelly Clem, Local Insurance Advisor

Kelly Clem

Local Insurance Advisor, Oklahoma

“I cannot say enough nice things about Local Insurance Advisors. This was my third try at going through AEP as the previous two times I was with another local marketing organization and once I passed the AHIP and got my certifications, I never heard from them again. I was in the process of getting out of the insurance business when Travis called me. Once I talked to Travis, I knew that this time was going to be different. LIA will help you get started, get you in front of people, and always be available to answer any and all of your questions. They do what they say they are going to do. I would never consider doing this at any other place as there just simply isn’t anyone else who offers the support and guidance that LIA offers. I am very appreciative to be a part of this organization.”

Melburn Short

Local Insurance Advisor, Oklahoma
“I started in the insurance industry in October of 1984 in Ponca City, Oklahoma. For those of you who have worked for selfish, self-serving managers, you will know what I mean when I say that the folks at Local Insurance Advisors don’t, and I believe never will, fit into that category. When I call them, they always pick up and if not, they always call back ASAP. The Local Insurance Advisors team is top notch. Boy, am I glad I have LIA in my corner because they will help me every step of the way as long as I am willing to follow their lead. I just want to say thanks to the whole LIA team for all you do.”
Melburn Short, Local Insurance Advisor

Interested in joining our team?

Local Insurance Advisors is a local FMO that works with independent brokers to help move careers to the next level by providing close carrier partnership and support, industry leading training, individual and personalized marketing strategies and lead support to help grow businesses.

Call us toll free at 833-692-3877

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