Tailored Back-Office Solutions for MGAs

MARBLE BOX

What We Do For MGAs

Policy 
Administration

We manage policy issuance, endorsements, renewals, COIs, compliance checks, and binder/bordereaux management, ensuring streamlined operations for MGAs.

Underwriting 
Support

Our team pre-screens submissions, verifies data, prepares reports, supports pricing, rating, and eligibility assessments, enhancing underwriting efficiency.

Claims 
Support

We handle FNOL intake, claims triage, file organization, status tracking, and audit documentation, simplifying claims management.

Customer 
Service

We manage inquiries, assist with policyholder onboarding, provide claims updates, and deliver help desk support via phone, email, and chat, ensuring excellent service.

Accounting
and Financial Services

We handle premium reconciliation, commission payments, accounts administration, and financial reporting, ensuring precise MGA financial management.

Compliance and
Regulatory Support

We file state reports, monitor agreement adherence, manage surplus filings, and ensure MGAs meet regulatory guidelines effectively.

Data Management
and Reporting

Our services include data cleansing, performance reporting, actuarial analysis, and supporting audits, enhancing MGAs' decision-making capabilities.

Sales and
Marketing Support

We handle CRM management with lead tracking and updates, assist broker/agent training and onboarding, support marketing campaigns with performance tracking, and provide renewal reminders and customer outreach.