Grow Your Agency with Marble Box

Save time and scale with plans designed to help your agency grow.

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13
Task Processing Plan
Virtual Assistant Plan

You focus on growing your agency. We'll handle the rest with the Marble Box Virtual Assistant Plan

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This Plan Includes

Dedicated Virtual Assistant
Dedicated Back-Up for your Virtual Assistant
Dedicated Manager
Dedicated U.S. Phone Number
Dedicated Email
Virtual Assistants with at least 460 hours of insurance training
Marble Box Best Practice Workflows Customized for Your Agency
Virtual Assistants work the same business hours as your agency

*All plans require a minimum work commitment of 40 hours per week or 1 full time person

Marble Box Virtual Assistants Are Trained to:

Work within Agency Management Systems

Make & Answer Phone Calls

Access Carrier Websites

Follow-up With Carriers, Mortgages, and Banks

Utilize Agency Raters

Manage Emails

Marble Box Virtual Assistants FAQs

All Marble Box Virtual Assistants work out of our delivery center in Kolkata, India.

You will not need to oversee or manage your virtual assistant. Each Virtual Assistant is  assigned a manager at Marble Box, who is responsible for their day-to-day tasks and activities. You will have direct access to both your Virtual Assistant, as well as their manager.

No. We take care of all training. Our Virtual Assistants receive at least 460 hours of rigorous training in insurance practices, and systems, before they are assigned to your account. We will work with you to capture your agency specific preferences and internally handle training your virtual assistant.

We will send daily and weekly reports your way, giving you full visibility on what your Virtual Assistant has been working on.

While training the Virtual Assistant, we create detailed standard operating procedures for all tasks that he or she will be working on. In the event that your Virtual Assistant leaves, or does not work out for you, we will place another Virtual Assistant on your account right away. This replacement will use the documentation to come up to speed quickly.

Is Marble Box's
Virtual Assistant Plan Right For You?

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Join the 110 Agencies Using
Marble Box to Become More Profitable

Letha W.

Foundation Risk Partners

“Virtual Assistants are able to provide front-end assistance to the account managers. Additionally, their knowledge of insurance, lines of business, and dealing with carriers during a hard market is second to none. The project management skills of Marble Box VA's is top notch, allowing our account managers to stand out in a crowd, especially when it comes to client relationships. Our agency would not function as well as we do, without the partnership of these VA's.”

Alexander D.

Dopazo & Associates Insurance

“The team replicates itself magically. I say it's magic because I'm not there doing it.”

Steve E.

Bauld Insurance

“We found the error ratio of the Marble Box teamwork to ours was, is a lot lower. And I think it’s because they're not multitasking. Our staff has to answer the phones and they have other distractions, be it personal or work around them. And Marble Box is just as fast at getting the work done.”

It's Time to Grow & Scale with Marble Box

Let us help you choose a plan that's just right for your agency

Let's Talk

Name(Required)
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Schedule a FREE Assessment