Your clients trust you to guide them through life’s uncertainties, and that’s your superpower. But paperwork, data entry, and back-office management? That’s ours. Marble Box helps insurance agencies like yours reduce the service task load so you can focus on building strong client relationships and growing your book of business.
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Accuracy Rate
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Transactions Processed Annually
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Clients Served
MARBLE BOX
What We Do For Insurance Agencies
Policy Administration
We process policy issuance, renewals, coverage changes, cancellations, COI issuance, and compliance checks, ensuring agencies' workflows are efficient, accurate, and streamlined.
Claims Support
Our team manages FNOL intake, documentation, status follow-ups, and claims file organization, offering seamless claims support for agencies.
Customer Service Support
We provide 24/5 customer support, handle inquiries, assist with client or agent onboarding, issue ID cards, and manage policy updates, ensuring superior service for agencies.
Accounting and Financial Support
We handle premium billing, reconciliation, accounts management, and financial reporting, enabling agencies to maintain precise financial records.
Sales and Marketing Support
We streamline marketing efforts by managing billing, accounts reconciliation, and financial reporting, allowing agencies to focus on client engagement.
Data Management and Reporting
Our services include data validation, reporting, compliance reporting, and trend analysis, delivering insights to enhance agencies' decision-making.
Administrative Tasks
We manage agent licensing, appointment processing and renewal for carrier, renewals, contract reviews, and document organization, simplifying agencies' operations.
Your Marble Box Service Team is Made Up of Insurance Servicing Experts. That Means We Can Literally Do ANY Process You Need.
