You juggle multiple carrier relationships, complex underwriting tasks, accuracy in documents, and strict compliance standards. It’s a lot. But you don’t have to do it all by yourself. Marble Box takes care of your back-office processes, giving you more time to focus on underwriting strategies, strengthening client relationships, and growing your book of business.
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Transactions Processed Annually
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Clients Served
MARBLE BOX
What We Do For MGAs
Policy Administration
We manage policy issuance, endorsements, renewals, COIs, compliance checks, and binder/bordereaux management, ensuring streamlined operations for MGAs.
Underwriting Support
Our team pre-screens submissions, verifies data, prepares reports, supports pricing, rating, and eligibility assessments, enhancing underwriting efficiency.
Claims Support
We handle FNOL intake, claims triage, file organization, status tracking, and audit documentation, simplifying claims management.
Customer Service
We manage inquiries, assist with policyholder onboarding, provide claims updates, and deliver help desk support via phone, email, and chat, ensuring excellent service.
Accounting and Financial Services
We handle premium reconciliation, commission payments, accounts administration, and financial reporting, ensuring precise MGA financial management.
Compliance and Regulatory Support
We file state reports, monitor agreement adherence, manage surplus filings, and ensure MGAs meet regulatory guidelines effectively.
Data Management and Reporting
Our services include data cleansing, performance reporting, actuarial analysis, and supporting audits, enhancing MGAs' decision-making capabilities.
Sales and Marketing Support
We handle CRM management with lead tracking and updates, assist broker/agent training and onboarding, support marketing campaigns with performance tracking, and provide renewal reminders and customer outreach.
Your Marble Box Service Team is Made Up of Insurance Servicing Experts. That Means We Can Literally Do ANY Process You Need.
