Solutions Tailored for Managing General Agents (MGAs)
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.
What We Do for MGAs
Policy Administration
Our Policy Administration services include new business applications and policy issuance, policy endorsements, renewals, and cancellations, document generation and delivery, as well as coverage modifications and policy updates.
Claims Management
Our Claims Management services include intake and triaging of new claims, updating data and documentation, follow-up with claimants and adjusters, and First Notice of Loss (FNOL) processing.
Underwriting Support
Our Underwriting Support services include pre-screening and data collection for underwriting, risk analysis documentation and data entry, application triage and quote preparation, reviewing and organizing underwriting requirements.
Customer Service
Our Customer Service includes handling policyholder inquiries, providing claims status updates and answering claim inquiries, assisting with billing and payment questions, and offering general information and document support.
Accounting and Finance
Our Accounting and Finance services encompass policy premium invoicing, collections from insured parties, accounts payable and receivable management, commission calculations and reconciliation, and monthly reporting of ledger entries.
Data Management and Entry
Our Data Management and Entry services include updating client and policy databases, ensuring accuracy and consistency in data records, and importing, validating, and maintaining policy data.
Compliance and Regulatory Support
Our Compliance and Regulatory Support services include preparing and reviewing regulatory documents, monitoring and reporting compliance, and assisting with audits while maintaining audit trails.
Sales and Marketing Support
Our Sales and Marketing Support services cover lead generation and qualification, managing CRM data, providing support for marketing campaigns and their tracking, and responding to inquiries from prospective clients.
Document Management
Our Document Management services encompass scanning, indexing, filing, archiving policy documents, document retrieval and organization, and providing secure document storage and record management solutions.
IT and Back-Office Support
Our IT and Back-Office Support services involve maintaining CRM and policy management systems, supporting data migration and software integration, and providing basic IT helpdesk assistance.
Why Marble Box
Fully Trained Team
Top-Tier Cybersecurity
99.99% Accuracy Rate
24/5 Support
Cost Efficiency and Staffing Flexibility
