Broker Incentive Trip


February 22-27, 2016

Santa Barbara Beach & Golf Resort



Why Join OCI?

Discover amazing service and our full line of products.

Excel as a broker

Take a look at what we can offer you and learn how we’ll help you take your business to the next level.


OCI offers the best tools to keep you HIPAA compliant

The Best Tools

Take an in-depth look at what we offer:


Get answers to common questions and issues brokers face.

Get Answers

Browse our extensive FAQ that covers AGB, carrier and other broker questions.

Chuck's Corner

The latest industry insights from an OCI perspective.

Latest Blog:

“Time flies when…” Posted by Chuck: Oct 19th, 2015.

Join the Best

OCI Insurance and Financial Services, Inc. has a simple philosophy:  to help insurance professionals in the confusing and complex world of health insurance and employee benefits.

Working with agents and brokers to provide information, assistance, and answers, OCI keeps up to date on the ever changing matrix of plans and services that make up the individual health insurance and employee benefit industries.  With well over 40 years of combined expertise, OCI has seen the health insurance marketplace change and evolve. From the first days of managed care to the current consumer driven healthcare models, OCI is always looking for the best products to meet the needs of individuals and businesses.


“There are 3 things I will say about OCI. #1: They have all the health carriers we need in the marketplace. #2: I’ve always gotten excellent product support as well as recently getting some marketing and branding help. #3: My favorite thing about OCI is their AGB system. Finally, as an independent agent, I’m able to look at all my clients & commissions (with percentage paid and the dollar figure) in one place and have the ability to audit my commissions.”
Chip Monahan, LUTCF, Monahan Financial
“No one does it better!!! The support I get from OCI is excellent.”
Nancy I. Koenig, CEBS, Garvey & Associates
We opened our agency in February, 2015 and started with OCI immediately. Their customer service, prompt response and knowledge of the industry and the companies they represent has been wonderful! The website is very easy to use and Sara walked us through it the first week. We’ve been up and going ever since. Starting an agency from scratch isn’t easy, but OCI sure made it easier for us!
Lori & Liana, Dynamic Insurance Services, LLC
The team at OCI couldn’t be any better to work with. They are instrumental in helping me with new business quotes, both individual & group, along with underwriting questions & pay. Their team of experts do all of the work and are extremely helpful & friendly. With their streamlined process, it allows me to continue to work in my business while not worrying about all of the red-tape. Hands down, OCI is the best in the business!
Bryan O.
With OCI I feel that I have a partner which helps me to provide the best service possible for my clients. I am able to spend more time with clients which has helped grow my business and attract new clients.
Ryan S. Ruth, Agency One Financial Services, LLC

UnitedHealthcare Individual changes announced

November 16th, 2015|0 Comments

Effective immediately the Gold and Silver Off-Exchange plans and all plans for On-Exchange will no […] Agent Broker Call Center now open

November 3rd, 2015|0 Comments

The Agent Broker Call Center support is now up and running, and you may […]

Featured Products:


- Payroll & Tax Services

- Time & Labor Management

- Employee Benefits

- ACA Tracking

Your complete employer solution.


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