Grow your book. Not your overhead.

If you're a licensed agent tired of going it alone, OakWell gives you lead support, carrier access, hands-on mentorship, and back-office help, so you can spend your time in front of clients, not buried in paperwork.

See what's included

A quick, no-pressure conversation. See if it's a fit before you decide anything.

Independent support,
without the solo grind.

Lead & marketing supportHelp filling your pipeline, not just your calendar

Carrier accessStep into appointments already in place

Hands-on mentorshipDirect access to Lauren, not a call queue

20+

Years in the field

40+

Carrier appointments

1-on-1

Mentorship, not a call center

Local

Real community roots

What partnering with OakWell includes

Everything you need. None of the overhead.

You keep your independence. We fill in the support most agents are missing.

Lead Generation & Marketing

Shared leads and marketing resources to help keep your calendar full, so you can focus on the conversations, not chasing prospects.

Hands-On Mentorship

Direct, personal training from Lauren on plans, compliance, and how to actually talk to clients about Medicare.

Back-Office Support

Help with enrollment paperwork, licensing admin, and carrier appointment logistics: less busywork, more selling.

Carrier Access

Plug into OakWell's existing carrier appointments and contracts instead of starting your paperwork from scratch.

LaurenFounder, OakWell Insurance Agency

15+ YearsGuiding agents & clients

Why I mentor agents

I remember what it felt like to figure this out alone.

When I started, nobody handed me a playbook. I learned Medicare the hard way, one client and one mistake at a time. Once I found my footing, I realized the agents who struggle most usually aren't missing talent. They're missing someone in their corner.

"I'm not trying to build a call center. I'm trying to build a small group of agents I'd trust with my own family's coverage."

That's why I keep this small and personal. If you join OakWell, you're not a number in a system. You're someone I'm actively mentoring, the same way I sit down with my own clients.

Going independent vs. partnering

Keep your independence. Lose the isolation.

Most agents don't need a bigger agency over them. They need real support behind them.

On your own

Self-generated leads only
Carrier appointments from scratch
Figuring out compliance alone
No one to call when a case gets tricky

        Partnered with OakWell
         Shared leads & marketing support
 Existing carrier access
 Direct mentorship from Lauren
 A real person to call, always

      

Thinking about a change?

Let's have a real conversation, no pressure, no obligation. If it's not a fit, you'll know within one chat.

Or call (516) 473-1336 and ask for Lauren directly

Agent questions

Frequently asked questions

What agents usually ask before making the move.

Do I need to already be licensed?

Yes. This partnership is built for licensed agents who already have experience selling health or Medicare plans and are looking for better support, not agents just starting the licensing process.

Do I keep my own book of business?

Let's talk through the specifics of your situation on a call. Every agent's setup is a little different, and we'll be upfront about how it works before you commit to anything.

What does the mentorship actually look like?

Direct access to Lauren, not a training portal or a call center. That means real conversations about tricky cases, compliance questions, and how to talk to clients, whenever you need it.

How do commissions and splits work?

This is a conversation we have one-on-one, since it depends on your experience and what support you need. Chat with Lauren directly and she'll walk you through it honestly.

Is there any obligation to chat with Lauren?

None. It's a short conversation to see if it's a mutual fit. If it's not right for you, that's a perfectly good outcome too.

Chat with Lauren