May 2023

Welcome to Under the Mighty Oak, the official employee newsletter of Oakbridge Insurance. 

Each quarter we will share stories of your successes and updates from across our offices. To have your news, updates and photos featured in an upcoming newsletter, email:
Oakbridge Marketing Director Donna Davis at ddavis@oakbridgeinsurance.com. 

Department Spotlight

In today’s highly competitive marketplace, having a strong marketing strategy is crucial to the success of the company. Oakbridge’s Marketing Department, led by Donna Davis and Ramsey Brock, have created a comprehensive PR and marketing plan to support the company’s continued growth and success.

The Marketing Department is responsible for developing and executing a variety of marketing initiatives, including digital marketing, public relations, social media, events, and content creation. They work closely with our partners and producers to ensure our marketing efforts align with the overall company strategy and goals.

One of the key resources the Marketing Department offers is the Marketing Resources Portal (password: mightyoak). This portal contains editable service and sales flyers, agreement and reporting kits, editable letterhead and envelope templates, social media graphics, and the Oakbridge Resource Guide which is updated quarterly. For those looking to update business cards, there is also a link within the portal to request new cards.

In addition to all of this, the Marketing Department is responsible for maintaining and enhancing the Oakbridge brand. They ensure the company’s messaging and branding are consistent across all marketing channels, and they work to strengthen the company’s reputation and credibility in the industry. Often, they will look to producers and subject matter experts for additional information or feature them in media placements which help increase agency exposure and position Oakbridge as a thought leader in the industry.

As Oakbridge continues to grow, the Marketing Department stands ready to support the changing needs of partners and producers as we maintain our commitment to deeply rooted service for our customers.

We Are Oakbridge

Oakbridge Insurance’s 2023 Annual Sales Meeting was a huge success, with a packed agenda covering a wide range of topics. The meeting kicked off with CEO Robbie Smith setting the meeting’s tone by discussing its purpose, introducing new partner firms and personnel, and reiterating the mission and vision for Oakbridge.

Attendees participated in a series of panel discussions to deepen industry knowledge and share best practices. These included panels on Construction and Surety, Employee Benefits, Producers, Wedge Selling, and Specialty Initiatives. All were moderated by Oakbridge leaders and featured partners from across the company. 

Attendees also had the opportunity to participate in deep dive sessions, discussing proactive services, personal lines, marketing, and claims.

The meeting concluded with a State of the Marketplace presentation featuring Hal Foshee, Brandon Pittman, and Mark Brock, followed by a presentation from Matt James discussing the financial and acquisition status of the company.

Overall, Oakbridge Insurance’s 2023 Annual Sales Meeting was an informative and productive event that allowed producers to learn from their peers and collaborate on best practices. Attendees left the meeting with a better understanding of the resources available to them and their individual roles in achieving success, both personally and corporately.

Oakbridge in Photos

2022 Top Sales Incentive Winners Over $100,000

2022 Top Sales Incentive Winners Over $150,000

Partner Spotlight

Employee Referral Program

Oakbridge is always looking for good people and you can help. Research has shown, and our own experience supports, that new hires who come into a company through employee referrals are excellent contributors, stay with the company longer, and are more cost-effective recruits. If you know someone who would be a good addition to our company, you may be awarded a referral bonus of $2,500 (less taxes) if you refer a candidate and they are hired. For new producer referrals, the program also pays $7,500 (less taxes) when the producer validates.

Employees can refer candidates to Human Resources by registering on the iSolvedHire employee referral portal and sending a link to an open position to their referral from the portal. The referral must then apply for the job. The referral will only be registered as coming from the employee if these instructions are followed. Use the instructions on the website to create an account and use the pass phrase: oakbridgeinsurance.

News and Resources

Marketing Resources Portal

Did you know we have free, editable resources available? Our Marketing Resources Portal includes:

• About Oakbridge Insurance Client Facing Collateral
• Insurance and Risk Management Services for Film Industry Collateral
• LinkedIn Header Image
• Latest Company Resource Guide

You can access these resources at any time using the password: mightyoak

Visit the Marketing Resource Portal

Follow, Comment, Like, & Share

While our name and business model are new, our history of serving clients throughout the Southeast dates back more than a century – and is deeply rooted in the well-being of the communities we serve.

We encourage you to follow Oakbridge Insurance on Facebook, LinkedIn and Twitter for the latest news and updates.