Solutions Tailored for Insurance Agencies
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 administrative load so you can focus on building stronger client relationships and growing your book of business.
What We Do for Insurance Agencies:
Policy Administration
Our Policy Administration services encompass everything from policy issuance and processing to endorsements, cancellations, updates, and policy expiration.
Claims Processing and Management
Our Claims Processing and Management services handle the intake and processing of First Notice of Loss (FNOL), update data and follow-up with carriers, and provide comprehensive tracking and documentation of claim status.
Underwriting Support
Our Underwriting Support services involve gathering and entering data for underwriting decisions, assisting with pre-screening applications and risk assessments, and preparing quotes and proposals in line with underwriting guidelines.
Customer Service Support
Our Customer Service Support services include handling customer inquiries via email and chat, answering questions related to policy details, billing, claims, and assisting with updates and coverage changes.
Accounting and Finance
Our Accounting and Finance services cover premium billing, invoicing, payment collections, reconciling and calculating commissions, along with managing accounts payable and receivable.
Data Management and Entry
Our Data Entry and Database Management services involve updating and maintaining client records and policy data, performing data validation and error correction, and importing information into agency management systems.
Compliance and Regulatory Support
Our Compliance and Regulatory Support services include document preparation and organization for audits, ensuring compliance with industry standards and regulatory requirements, and monitoring licenses and renewals.
Sales Support
Our Sales Support services encompass lead generation and qualification, preparing quotations, and following up on new business opportunities.
Marketing and CRM Management
Our Marketing and CRM Management services include managing CRM databases and updating client details, assisting with email marketing campaigns and tracking metrics, and providing social media support and content scheduling.
Document Management
Our Document Management services include scanning, organizing, archiving client and policy documents, retrieving and sharing documents with clients or carriers as needed, ensuring secure and organized document storage.
IT and Back-Office Support
Our IT and Back-Office Support services include basic IT support for CRM and agency management systems, assistance with data migration and software integration, and helpdesk support for technical issues.
We’re more than a service provider—we’re your partner. Your challenges become ours, and we craft solutions that fit your insurance agency’s unique needs. Because your success is personal to us.
Why Marble Box
Fully Trained Team
Top-Tier Cybersecurity
99.99% Accuracy Rate
24/5 Support
Cost Efficiency and Staffing Flexibility
