MARBLE BOX

What We Do for Insurance Carriers

Policy

Administration

We handle policy data input, document digitization, organize policy-related files, prepare finalized policies, bulk uploads, and corrections, ensuring smooth carrier operations and efficient customer communication.

Claims

Management

Our team processes FNOL details, organizes claim documents for adjusters, assists with third-party claim recovery research, reports task progress, and handles back-office tasks like reconciling settlement payments, commissions and confirming internal documentation.

Underwriting

Support

We verify application accuracy, extract underwriting data, create loss history reports, and coordinate inspections, delivering streamlined underwriting operations for carrier teams with reliable data support.

Billing
and Accounting

We process premium payments, manage refunds, and perform reconciliation tasks, delivering detailed overdue accounts reports and ensuring accurate financial tracking for carrier teams.

Back-Office Support for

Customer Operations

We prepare renewal reminders, process updates like name corrections, and handle internal tasks, allowing carrier teams to focus on direct insured interactions.

Data Management
and Reporting

Our services include data cleaning, trend analysis, and preparing compliance reports, offering carriers actionable insights and support for critical regulatory submissions.

Sales and

Marketing Support

We manage quotes, proposals, leads, and marketing campaigns, enabling carriers to improve their agent engagement and drive sales.

Compliance and
Regulatory Support

Our team ensures agent licensing updates, compiles audit documents, and supports new filings, facilitating seamless compliance and regulatory adherence.

Specialized
Back-Office Tasks

We handle reinsurance documentation, state filing packages, and other complex administrative tasks to support carrier teams efficiently.

Your Marble Box Service Team is Made Up of Insurance Servicing Experts.

That Means We Can Literally Do ANY Process You Need.

We are your virtual service task partner

More than a Virtual Assistant
Fully Trained Team
with 24/5 Support
99.99%
Accuracy Rate
Top-Tier
Cybersecurity
Backup
Resource Ready
Cost Efficiency
and Staffing Flexibility

Let’s Talk About Your Needs

Discover what’s possible
with the right support.

Talk to an Expert
Stay Sharp, Stay Ahead