Welcome to O'Brien Insurance Services, LLC

"If the strength of an agency is its field force, then a well-educated field force is the strength of an agency."

- David O'Brien

Our Story

President - CEO
David O'Brien

Vice President
Travis O'Brien

O’Brien Insurance Services is a national field marketing organization dedicated to recruiting, servicing, and supporting independent insurance agents. Established in 1985, we have offered our agents and brokers a complete line of great life and health insurance products from the nation’s top insurance providers.

OBIS recruits independent agents and provides them with the products, advanced sales training and the resources necessary to maximize their success. If you are a single producer that wants to focus on personal production or if you are an agency owner that wants to increase your new business production, we can help get you to the next level.

Our mission is to help our agents achieve their maximum potential in the senior market by providing them with the tools and resources they need to be efficient and profitable.

Give us a call to get started! We look forward to talking with you!

What We Do

Established in 1985, OBIS LLC is a national marketing organization dedicated to the creation, growth, and evolution of the independent agency. Whether you’re an existing agency seeking growth and increased profitability, a successful producer or life & financial services agent looking to start your own, new independent agency, OBIS LLC is the strategic partner you need to expand your business.

OBIS LLC represents over 200 Life Insurance, Annuity & Long-Term Care carriers nationwide, providing direct access to market solutions for virtually any situation a producer could face.

Why We Do It

Over the last 40 years I have seen the independent agent struggle with many parts of the business. Leads, commissions, sales support, product, and sales training to name a few.

I started OBIS to change this. I was sick and tired of watching good people being ripped off. Renewal commissions being stolen, outrageous vesting periods, lead debit balances padded by management, reselling old leads that have been worked, lack of training, contracting for the sake of contracting an agent with no follow-up, no respect for what the producer must do to make a living.

I believed that if I was going to fail, let it be by my hand and not someone else’s. Talk is cheap, actions speak louder than words, so do the results.

How We Do It

Years of experience have taught us a few things.

Vested commission.

100% on Day one. We provide the producer the best contract commission levels we can. Most are based on the carrier’s requirements. That’s why we pay bonuses.
Back-office support and consulting case design.

We consult with our agents all the time. If you have questions or need assistance with a design strategy, the team at OBIS LLC are here for you.
Sales Training

Most agents benefit from a sales process, use of a fact find process and techniques to develop additional cross selling opportunities by identifying gaps in protection. How to uncover assets without being intrusive. Focus on a prospect’s pain points and how to find them. OBIS LLC has developed proven sales tracks and programs to prepare the agent for the various interactions with prospective clients.
Lead Generation

Finding new prospects can be expensive and difficult. Prospecting changes all the time and is directly affected by economics, government regulation and carrier requirements. Agents struggle with converting referrals and don’t contact the client after the sale. Any agent can purchase direct mail, prospect contact lists, or advertise on social media. OBIS is consistently creating new lead systems. We can show you how to increase the number of appointments and close more sales. The real question is do you have the right product to meet the client’s current health and financial situation. There are no bad leads, just agents who don’t know how to solve the problem.

At OBIS LLC, we are consultants. We are purveyors of information and provide solutions to the everyday concerns of the agent. We strive to not just sell insurance or annuity products but provide the producer with the tools to solve the concerns of their client.

The consultative approach allows for a much smoother conversation, builds a stronger relationship, and provides a stronger, compliant recommendation. We believe that first a producer should do the absolute best for the client. Solutions are not sold so much as they are decisions made by the client.