Marble Box Task Processing Plan
Free your team up to focus on what matters most: Client Retention, Organic Growth, & a Strong Sales Pipeline
Is Your Team Bogged down WithEndless Processing & Task Lists?
Without delegating back-end service tasks,
your agency will continue to struggle with...
Poor client experience
Decrease in client retention
Lack of new business opportunities
Poor workplace culture
Stalled agency growth
Inability to scale
Your team should not be investing their precious time completing mundane process and tasks. Instead, free them up to focus on the things that matter most to your business: protecting and retaining your clients while also growing your agency.
How does the Marble BoxTask Processing Plan Work
Our Proven Process for the Task Processing Plan
Select Your Package(s)
View our various packages available for service + Task Processing.
Onboard with the Marble Box Processing Team
Work with the Marble Box team to identify your tasks, lock down customized workflows, and setup access to your agency management systems and carrier websites.
Delegate With Confidence knowing the Processing Team's Got This!
Your dedicated team member from Marble Box will manage and execute all work for your agency. The manager of your processing team will serve as your main point of contact.
Monthly Check-ins and Quarterly Reviews with your Account Manager
Your account manager at Marble Box reaches out to you every month to solicit feedback, identify areas of improvement, and address any other issues. During quarterly reviews, the account manager takes a deep dive into other items we can help your agency with.
Which Bundle Fits Your Agency Best?
There are three packages available within policy servicing to support your team. This includes policy reviews, new and renewal business processing, certificate of insurance, endorsements, claims and more.
There are two packages available within quoting to support your team with submissions, re-marketing, and new business quoting for both personal lines and commercial lines.
The accounting package is designed to support your team with the management of processing direct bill statements, agency billed statements, payment posting, producer and broker statements, and vendors payable.
*To ensure the minimum requirement of 40 hours per week is met, your agency must choose one or more of the packages available with the Task Processing Plan. Our on-boarding team is happy to assist you in selecting the tasks and work volume required to meet the 40 hours.