Agency Application Form

The membership investment you make in IIAO provides a range of benefits and services. In order to calculate your agency’s annual investment, look up your agency’s total number of staff on the table shown and the corresponding annual dues investment.

The total includes all staff in your agency, including those working in all branch offices. A branch office must use the same federal tax identification number as the main office. Those offices using different tax identification numbers are considered separate agencies and must join separately.

Our fiscal year is July 1 - June 30. You may pro-rate the annual dues amount if you join prior to April 1. Members joining after April 1 will pay the full annual amount which will include the last three months of the current year plus the next full year.

Your annual dues investment in the Independent Insurance Agents of Oklahoma (IIAO) includes membership in IIABA and your participation in Trusted Choice, the national independent agent’s brand. Dues to Oklahoma Independent Agents are not deductible as a charitable contribution but may be deductible as an ordinary and necessary business expense. Non-deductible per Omnibus Budget Reconciliation Act of 1993 IIABA 22.04%, Oklahoma 18.52%.

Staff Definition: Staff is defined as each officer, owner, partner, producer, CSR, and other licensed and unlicensed employee and independent contractor who furthers the work of the agency or brokerage firm, wherever located, whether involved with insurance, employee benefits or other financial services of the agency. Those who work 30+ hours per week should be counted as ‘ 1.’ Those who work under 30 hours should be counted as ‘½.’

Branch Locations: After filing out the Agency Application please return to main application page and select Branch to fill out branch info and branch employees (if necessary). Branches must have the same Federal Tax ID Number as the main location to be considered a branch location.