Welcome, valued Daniel Boone/Shelter Partner.

OCI offers so much more than health insurance…

“OCI is a true partner to Shelter agents and DBA, and we want to make it clear they are the preferred provider for financial products Shelter can’t place or we don’t offer.”

Rob Thompson, Director, Daniel Boone Agency

“OCI is amazing and very easy to work with. They even let me add a children’s term rider for a client of mine whose child has had cancer. I definitely recommend working with them.”

Erin Valdivia, Shelter Insurance Agent

“Daniel Boone’s partnership with OCI gives our agents an additional option to retain and obtain customers that they would otherwise not be able to keep or help with Life, Health, and the related ancillary products in that market space. If specific company and product options are what the customers of our agents need, OCI not only has the portfolio to fill that need, but the service to go along with it.”

Rob Thompson, Director, Daniel Boone Agency

“OCI is a great partner for our outside Life product and Annuity needs. The entire team is very quick to respond, knowledgeable, and eager to help. The transfer of underwriting information makes the process seamless and quick for shopping alternative solutions.”

C.K. Hoenes, LUTCF, Manager of Advance Life Sales
Case Declined

Case Declined

My case was declined. Now what? We offer several different solutions.
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Annuities

 

Annuity quotes, marketing resources, calculators and more.

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Shelter Appointment

Getting Set Up With OCI

 

Not set up with OCI? It’s easy! Click below to get started.

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Long Term Care

View sales resources, tips and get a quote for Long Term Care.

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Split Cases

Split Cases

Refer your clients to us and we do the work! Popular with Shelter for Individual Health and Medicare Supplements.

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Disability

Find tools and resources for Disability Insurance.

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Life Quoter

Group Quote Requests

Get a group quote request for Health, Life, Disability, Vision or Dental. Please contact Joe Gordon.

Ancillary Quote Request Form
Ancillary Requirements Form
Quote Request Tutorial
AGB Template

Term Insurance Cheat Sheet Application

Term Insurance Cheat Sheet Application

Questions?

Have questions on underwriting or old policies? Login to AGB now.

Inforce Policy Service Questions? Click Here for more info.

Need to Pull A Commission Statement? Click Here for intructions.

Any other questions: Please contact your Enterprise Relationship Manager, Joe Gordon, at jgordon@ociservices.com.