Branch Manager Services
The key to Flagler Insurance branch success is providing turn-key solutions to agency owners that allow them to focus on growing their business rather than the day to day costly administrative activities. Our program is the answer that allows agencies to continue to increase revenue with existing and new business.
Below are the following services that we provide to our branch managers to assist them for the greatest opportunity for success:
Technology:
- Agency Management System
- State of the Art Phone System
- Security Software
- HR Portal
- UW Guidelines Portal
- DocuSign
- Risk Management Software
- Accounting
- Remote Access
- Customer Relationship Management Tool
Administrative:
- Branch E&O, BOP, Cyber & Workers Comp
- Back office Personnel
- Branch Employee Benefits
- Back office Accounting
- Carrier Downloads
- Payroll Processing
- Tax Filings
- Bill Paying
- Financial Reporting
- Production Reporting
- Cross Sell Reporting
- Regulatory Compliance
- Branch Staff Recruiting
- Commissions (Branch & Agent)
- Carrier Audits
- Inbound Communications
Marketing:
- Corporate Website and individual branch webpages
- Intranet
- Social Media Branding (Facebook, Twitter, Instagram, LinkedIn, Glassdoor, Indeed)
- Corporate & Branch Branding
- Local Personalized Market Branding
- Community Events
- Storefront Design & Branding
- Graphic Designs
- Lead Generation/Dissemination
- Flagler SWAG
Flagler University Employee Training
- Onboard Training: Branch Manager & New Agent
- Management Training
- Ongoing Workflow & Process Training
- Web-based CE Training
- Carrier Training
- Weekly Carrier Engagement Webinars
- Quarterly Branch Manager Meetings
- Flagler Insurance Summer Family Summit
- Annual Awards & Kick Off Meeting
- Value Based Training
- Account Rounding & Cross Sell Training
- Sales Techniques Training
Additional Services:
- Mortgage Changes
- Mail Handling
- New Business Processing
Benefits:
- Healthcare
- 401K
- ESOP
- Retirement Program
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