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Your OCI Account

Please login to your account to track your split case referrals.

Not partnered with us yet? See the below form to get started.

Not Partnered with OCI?

Getting Set Up With OCI - Farmers Agent

OCI has been supporting agents with the products, tools, and services to help agents serve their clients and increase their income since 2002.

Completion of this form will set you up with OCI as your general agency partner, as well as set you up on our platform.

PLEASE NOTE: After you are set up with OCI, you will need to get contracted with the carrier(s) that you plan to sell. Completing this form does not get you contracted with a carrier.
Do you have new business to submit? (This includes referrals sent to our split case team.)*
- Yes
- No
You have full access to all of OCI's products and services. We ask you to complete this form only when you are ready to submit business and your client has agreed to move forward with the application. Thank you.
Client Name*
First Middle Last
Business will be submitted with this Carrier:
Premium Amount:
Name of your Upline Agency/Association: (Please select one of the options below)*
If you choose Other, Please list upline Agency name:*
Agent Name:*
First Middle Last
Preferred Name:
Social Security Number:*
Social Security Number*
Date of Birth:*
MM slash DD slash YYYY
Phone*
Phone*
Business Address*
Street Address Address Line 2 City State ZIP Code
Email*
Enter Email Confirm Email
License Information
National Producer Number*
Copy of License(s)*
Drop files here or

Max. file size: 100 MB.
Do you have a copy of your own E&O coverage?*
- Yes
- No
Copy of E&O*
Max. file size: 100 MB.
Commission Information
In order for commission to be paid the following EFT information must be completed. Commissions are deposited every Friday for balances over $50.
Payee Name*
First Last
Bank Name*
Bank Address*
City State / Province / Region
Routing Number*

0 of 9 max characters
Account Number*
Copy of voided check*
Max. file size: 100 MB.
Completed W-9*
Max. file size: 100 MB.
AML Training
Have you completed AML training through LIMRA?
- Yes
- No
OCI Privacy Statement
How did you hear about us?*
Protecting your private information is important to OCI Insurance & Financial Services, Inc (“OCI”) and our employees. We want you to understand what information we collect and how we use it. In order to provide our customers with a broad range of products and services as effectively and conveniently as possible, we use technology to manage and maintain customer information. The following policy serves as a standard for all OCI employees for collection, use, retention, and security of nonpublic personal information.
View OCI Privacy Policy
I certify that I have downloaded and read the above privacy statement.*
- I Agree
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Email
This field is for validation purposes and should be left unchanged.

Questions? Please contact us at lifesales@ociservices.com. For Disability Questions, please contact Matt McNally at Breeze at 402.316.6630.

Login/Sign Up

OCI Account Login

Not Partnered with OCI?

Getting Set Up With OCI - Farmers Agent

License Information

Commission Information

AML Training

OCI Privacy Statement