Our vision
To be a multi-generational company that exists to protect the dreams of our people and our clients.
Our mission
To be a company that spans generations by prioritizing the wellbeing and growth of our people and creating exceptional customer experiences.
Our values
To act with the highest degree of integrity as we focus on our clients and steward the gifts, talents, and resources entrusted to us. Excellence will be our standard as we embrace new and innovative ways to celebrate our people and their ideas. The cornerstone of our foundation will be our faith, our families, and the fun of living our lifework.
Our 1° Difference
As business leaders and community members, we often seek advice from those we can trust. Who sits at your table? Why do you seek their counsel? At IOA, we see ourselves as your advocate acting on your behalf—like a CPA, attorney, financial adviser, or any other trusted partner.
Everything we do must bring value to our clients and provide them with an understanding and comfort that we’ve got it so they don’t have to. We build relationships and genuinely care about the success of our partners, and not everyone in our industry can honestly say that. Policy-peddling individuals give our industry a reputation for shady, untrustworthy agents who only care about the paycheck. We survive by proving that reputation wrong.
Insurance Office of America celebrated its 25th anniversary in 2013. In preparation for this landmark, we discussed positioning our business for 25 years. We rewrote our vision, mission, and values by creating a matrix of strengths and weaknesses. The results of this exercise allowed us to identify five 1° shifts for our organization to commit to and set us apart from our peers.
Since then, we have implemented these five 1° shifts, invested in our people, and experienced tremendous results. Our people’s ideas and hard work continue to fuel the business, and we will not veer from the core values that have been the foundation of IOA’s rapid growth. We will continue to work on how we can make our organization better tomorrow than it is today so that we can serve our clients as we live out our life’s work.
We encourage you to engage our people, discover the difference we bring, grow your business, and experience an IOA advocate seated at your table.
Our 1° shifts change how we shape our next generation. The marketplace and the community we serve will continue to recognize us as unique because we live out the potential and power of the 1° shift individually and as a company.
Five 1° shifts
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Moving beyond the transactional to the transformational.
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Seeing ourselves as advocates and not just as agents for our clients.
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Finding our independence in our community of interdependence.
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Pursuing client loyalty over client satisfaction.
IOA Gives
Serving our communities’ insurance and risk needs is essential, but we must also serve by giving back. Our branches, coast to coast, are involved with local organizations and do their part to enrich their communities and build lifelong partnerships.
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