Marble Box Virtual Assistant Plan
The Quickest Way to Scaling Your Agency
Are you feeling stuck when it comes togrowing your agency?
Back-end administrative tasks are necessary. However, they do not add much value to client relationships. Because these service tasks are tedious and time consuming, your agency struggles with...
Lack of organic growth
Poor client retention
Overwhelmed & overworked employees
Recruitment of top talent
It's not worth the fight. Select the Marble Box Virtual Assistant plan and get a dedicated and fully trained remote employee to delegate the mundane back-end tasks to. This allows you and your team to focus on building solid client relationships and growing your agency.
How does the Marble BoxVirtual Assistant Plan Work?
Not sure what tasks you can offload to your Virtual Assistant? Here is a list to get you thinking...
Answer incoming service calls
Call or email your insurance carriers
Call or email banks and mortgagees
Call insureds for payment reminders
Follow-up on applications
Collect information for quotes
Back-office tasks & activities
Select Your Virtual Assistant
Interview Marble Box's Virtual Assistants and select a candidate that is just right for your agency.
Onboard Your Virtual Assistant
Work with the Marble Box Team to identify and setup your Virtual Assistant's tasks, processes, and systems. And don't worry, they will be well trained beforehand.
Delegate With Confidence knowing Your Virtual Assistant's got This!
An experienced transition manager from Marble Box will work with your Virtual Assistant on pilot tasks and, when ready, will help your Virtual Assistant go live with your agency.
Our Proven Virtual Assistant Process
How are Marble Box Virtual Assistants Different Than The Competition?
At most other insurance outsourcing service providers, ALL of their back-office service employees are considered Virtual Assistants. At Marble Box, we have two different divisions. One being our task processing team and other being our Virtual Assistants.
Our Virtual Assistants are more than just another processing team member. The level of training, management, and communication each Virtual Assistant has is second to none.
The difference between Marble Box and most other service providers is you do not need to manage your Virtual Assistant. We assign a manager to your account that is responsible for your dedicated Virtual Assistant.
Marble Box has a thorough on-boarding and transition process. In addition, our internal team will thoroughly train your Virtual Assistant on your agency specifics, while other service providers require you to handle that step.
Marble Box assigns a back-up Virtual Assistant to your account. This way, if your Virtual Assistant leaves, or does not work out, you do not experience a prolonged interruption on your account.