Quoting Packages
You Focus on Securing Proper Coverage For Your Clients - We'll Handle the Service Work
Reduce the Time Spent on Data Entry & Increase Client Retention
Improve Efficiency & Increase Time Available for Client-Facing Tasks
Enhance the Client Experience with Faster Turnaround Times & Improved Communication
Increase the Opportunity to Sell, Due to Less Time Spent on Quoting
Quoting Packages
The Personal Lines New Business & Remarketing package includes the following tasks:
1. Submissions -
Marble Box will begin the quote proposal by updating the vital information in the Agency Management System.
2. Personal Lines Re-marketing -
Re-marketing is vital in the personal lines market. Marble Box will start the re-marketing process 45 to 60 days out. We will run quotes through comparative raters and submit to top markets based on agency guidelines.
3. Personal Lines New Business -
Producers spend a ton of time completing quotes for prospects. Marble Box will complete the intake form, bridge over to the carrier site, and quote the top carriers per the agency guidelines.
Benefits:
1. With Marble Box working on entering the information for the New Business quotes, the producers will be able to spend their valuable time talking to more prospects and driving higher sales numbers.
2. As Marble Box will be re-marketing polices at renewal, the account managers will be able to present the best options to the clients and in turn, ensure higher customer retention numbers.
Marble Box will be the assistant to your producers and account managers. We will update accords, re-market renewals, and assist with new business quotes. Utilizing Marble Box as a solution to the agency will allow your team to focus on retention, prospecting, and closing the larger and more complex accounts.
1. Submissions -
The quote proposal and account created/updated in Agency Management System.
2. Accords & Applications -
Marble Box will update insureds data with underwriting requirements and risk details.
3. Commercial Lines New Business Quotes -
Quote on carrier sites, compare the top choices and present quotes for agency review.
4. Commercial Lines Renewal Quotes -
Marble Box will utilize expiration reports to re-market the policies, and then send a comparison with differences and premiums.
Benefits:
1. Much like personal lines, our team will enter the information for the New Business quotes, allowing your producers to spend their time focusing on increasing sales numbers.
2. As Marble Box will be re-marketing polices at renewal, the account managers will be able to present the best options to the clients and in turn ensure higher customer retention numbers.
