Your Insurance Servicing Experts
Lets you do the customer facing work while we handle the back office processes.
Who We Serve
Say Goodbye to Tedious Processes and Staffing Hassles
We take on the insurance back office processes that are slowing you down. We have deep expertise in all the leading agency management systems and the major carrier sites. Count on us to free up your time so you can focus on—serving clients, driving sales, and growing your business.
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.
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.
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 is made up of 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.
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’ve been serving the insurance industry for more than 22 years. That means we know insurance 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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Give your customers the time they need
We know you’ve been bogged down with the busy work of insurance service task processing. You’re handling computer work while answering customer emails, answering phones, trying to create a great workplace, and strategically planning the growth of your business. All these can be super overwhelming.
That’s why we take repeatable processes off your plate. That way you and your team can focus more on your clients and your business.
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.
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.
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.
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.
TAKE BUSY WORK OFF OF YOUR PLATE
Every service task is important but not as critical as customer-facing tasks. If you have more than 2-3 employees, our process experts can help you identify service tasks to delegate to Marble Box.
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.
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.
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.
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 references. That's it.
We’re Not Just a Service Provider
We’re Your Team
In order to be insurance processing pros, we train our resources in the insurance business, insurance software, and systems.
Every employee receives rigorous training before they process one piece of your business.
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weeksBreak free from admin work and pursue your goals with everything you've got
You don’t have to do all the grunt work. We provide managed admin services that can boost your volume and your excellence, without long-term contract commitments.
