INSURICA Ownership

  • Cameron Family
    • Oklahoma City based family office
    • Holdings in insurance, banking real estate and professional sports
  • Employees
    • 103 EE’s are owners, average value of EE ownership is $1,200,000
    • 23 new owners added in 2025
    • Individual ownership values range from $50,000 to $15,000,000+

Path to Ownership

  • $500,000 Book – Producer qualifies for ownership when grows to at least a $500,000 book of business; and…
  • $150,000 2-Year New Business – If achieves at least $150,000 of new business production over two years, then purchases the amount of growth in book over the last two years.
  • Local Leaders, Executive Team – Ownership options for key leaders
  • Buyer Financing – Provided by BMO and INSURICA

The INSURICA Pathway Program

  • Start Strong as a NEXTGEN Producer: Build foundational skills with full support from day one.
  • Accelerate Growth in the Catalyst Phase: Take on Bigger responsibilities, unlock leadership development, and fast-track your success.
  • Achieve Partnership: Earn the opportunity to become a Partner and share in INSURICA’s long-term growth.
  • Structured Journey: Transparent milestones guide your career from entry-level to ownership
  • Thrive in a Culture of Innovation and Growth: Be part of a company that invests in its people and its future.

Aggressive Producer Compensation

  • 30% Base on New and Renewal
  • Up to 25% Bonus on New Business
    • Bonus is tiered based on amount of new business written. Rewards for high performance
  • Payment at Retirement up to 54%
    • Vesting tiered based on book size
  • All Around Business Expenses Paid

What Are We Looking to Buy

  • Stand-alone Agencies
    • $5M and Above Nationwide (Market Leaders in their Community)
  • Fold-ins
    • $500,000 minimum for fold-ins to existing locations and surrounding areas
  • Programs, Pools
    • Nationwide to utilize underwriting expertise minimum
    • $10M Premium with 6 years of experience

Benefits of Family Office Ownership

  • Long-Term Outlook/Patient Capital
  • Committed to Growth
  • Resources from Sister Companies
  • No Capital Replacement
  • Data, Innovation and Investment are Key to Multi-generational Success