Your virtual insurance processing team

Lets you do the people stuff while we do the rest

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MORE SERVING, MORE SELLING, MORE GROWING

Leave cumbersome processes & employee management behind

We do insurance back-office processes. We do insurance back-office processes well. We have deep expertise in all the leading agency management systems and the major carrier sites. We handle all of the service tasks that can slow insurance agencies down. That frees you up to focus on more serving, more selling, and more growing.

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Drive Sales and Customer Experience

Nothing is more critical to your growth than a reliable experience that creates customers for life. Our team frees you and your team to focus on what drives the success of your business, more sales by better customer experience.

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Improve Profitability

Your team is important to the service you deliver. Keep them engaged and fulfilled with high value tasks. Our fully trained insurance team provides the support you need and cuts down on your operational costs.

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Eliminate Backlog

Our proven business processes will ensure that important tasks at your agency are not pending. Our team works on keeping your agency management system up to date. High priority service tasks, like quoting, are turned around faster.

More than a Virtual Assistant

Your Marble Box service team are trained insurance professionals. That means they do more than schedule meetings, manage inboxes, and send auto-responders to incoming emails. We can literally do ANY process you need between customer interactions, so you can serve your customers better.

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Policy Processing

Managed Processing services free up time for revenue producing activities.

  • New Business
  • Renewals
  • Rewrites
  • Endorsements
  • Audits
  • Cancellations
  • Reinstatements
  • Non-Renewals
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Policy Servicing

Increase retention rates by knowing which policies are at risk for cancellation.

  • Claims
  • Endorsements
  • Downloads
  • Certificates
  • Data Clean-up
  • Cancellations
  • Reinstatements
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Accounting

Improve financial visibility into your business.

  • Receivables: Direct Bill Statements & Payment Posting
  • Payables: Company (Agency Bill) Statements, Producer & Broker Statements, Vendor Payables
  • Banking
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New Business Support

Move more quickly to capture new business.

  • Quoting
  • Submissions
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Renewal Support

Allow your claims staff to focus on customers rather than collecting and maintaining data.

  • Non-renewals
  • Renewal submissions
  • Renewal quoting
  • Expiration reports

If it’s a process (or it should be a process), we can handle it. Not sure if it should be a process? Ask our insurance process experts about best practices!

WE HELP YOU FOCUS ON CULTIVATING RELATIONSHIPS TO GROW

We understand how insurance works. We’ve been processing insurance business for over 19 years. That means we know back office processing like the back of our hands. You can rely on us to protect your quality standards and avoid costly compliance issues while you focus on your customers and your growth.

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“Marble Box I have to tell you they are very good, they're very responsive. I don't have to worry about whether they're coming to work that day. I don't have to pay benefits. I'm not having to pay for another body to be in my office, another computer.”

Maria F., International Insurance Center, Inc

“The team replicates itself magically. I say it's magic because I'm not there doing it.”

Alexander D., Dopazo & Associates Insurance

“We found the error ratio of the Marble Box teamwork to ours was, is a lot lower. And I think it’s because they're not multitasking. Our staff has to answer the phones and they have other distractions, be it personal or work around them. And Marble Box is just as fast at getting the work done.”

Steve E., Bauld Insurance

Stop multi-tasking your customers and leave the busy work behind

We know you’ve been bogged down with busy work insurance carriers have passed over to agents just like you over the past few years. That means you’re handling computer work, while answering customer emails and answering phones and trying to create a great place to work and strategically planning the growth of your business. Your work may have doubled, but your commissions haven’t. 

That’s why we take repeatable processes, and the employees who manage them, off your plate. That way you and your team can focus more attention on your clients and your business.

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Onboarding

Our onboarding team will help you identify tasks to delegate, setup access to your agency management system, document the workflow, establish benchmarks and start work on pilot tasks.

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Transition

Our transition team will help you move tasks, one at a time, to the processing team. This slow ramp-up ensures that the work is done as per your agency preferences. This gradual transition also helps with change management and making sure loose ends are tied.

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Go Live

The Marble Box processing team takes your service tasks and starts working on them. This frees up your team to focus on giving undivided attention to your customers.

Marble Box insurance pros bring you more

That's a promise.

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YOUR TEAM WILL THANK YOU

Change can seem uncertain for any team. But once we start freeing your team from the burden of "busy work," they'll never want us to leave.

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TAKE BUSY WORK OFF OF YOUR PLATE

Every agency has service tasks that are important but not as critical as customer facing tasks. If your agency has more than 2-3 employees, our process experts can help you identify service tasks to delegate to Marble Box.

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YOUR DATA IS SECURE

Data security is woven into the very DNA of our culture. We protect your information on our software and hardware with the tightest security available.

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COMMUNICATION WITH MARBLE BOX

We communicate through agency management systems. This is where you will assign tasks to us. This is also where our processing team will update you. Of course, we are available 24x5, via phone or video calls.

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WE'LL MAKE IT EASY

No processes? No problem. We can tell you which processes will work best, give you best process practices, or follow your procedures to the letter, every time.

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TIME MANAGEMENT WITH OUR TEAM

We arrive fully trained, so you do not need to spend time training us. During the onboarding process we work with you (maybe an hour a week) to understand your agency preferences. That's it.

We think like insurance agents

In order to be insurance processing pros, we train our agents in the insurance business, insurance software and systems, and your insurance agency customer experience.

Every Employee Receives Rigorous Training Before They Process One Piece of Your Business

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Break free from admin work and pursue your goals with everything you've got

Your agency doesn’t have to do all the gruntwork. We provide managed admin services that can boost your volume and your excellence, without long-term contract commitments.