Your virtual insurance processing team
Lets you do the people stuff while we do the rest
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.
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.
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.
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.
Managed Processing services free up time for revenue producing activities.
- New Business
Increase retention rates by knowing which policies are at risk for cancellation.
- Data Clean-up
Improve financial visibility into your business.
- Receivables: Direct Bill Statements & Payment Posting
- Payables: Company (Agency Bill) Statements, Producer & Broker Statements, Vendor Payables
New Business Support
Move more quickly to capture new business.
Allow your claims staff to focus on customers rather than collecting and maintaining data.
- 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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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.
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.
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.
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 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.
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 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
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.