Resources At Your Fingertips

When you choose to become a Marcum & Associates associate agency, you will have access to a number of tools that will help your business grow. These web-based resources are readily available to make your job easier and more productive.

• Virtual Mailroom to customize and process your direct mail communications
• Centralized Phone Service
• Centralized Support Center to handle routine office tasks
• Computerized insurance records for easy access to enable you to serve your clients from anywhere in the world

Marcum & Associates has developed a growing contact list of reliable insurance carriers (coming soon) that are available to meet our clients’ needs. By utilizing our web resources, our agents can do “comparison shopping” for their clients. And being able to access the results of that comparison shopping will help agents sell more insurance. The ability to locate the best insurance value and to show our clients why it works for them gives us a competitive advantage over other, smaller agencies.

We also keep track of every carrier’s specific underwriting requirements to help our agents through the process of obtaining insurance for their clients.

Marcum & Associates associate agencies have the benefit of training and ongoing sales support at the local level so you can be more informed about the organization’s resources as well as about the many different insurance providers we represent.

Our on-line quote request system will open new doors of opportunity for our Marcum & Associates associate agencies. Client referrals will be automatically forwarded to the agency with offices closest to the potential client’s location. Knowing their needs in advance will warm up those “cold calls” and build a growing client base.

Through our network of preferred vendors, you may want to take advantage of services they can provide for your clients in such areas of individual and group health, dental, disability and long term care insurance to bring you additional income while you are able to concentrate on your agency’s basic business.

Being a part of the network of Marcum & Associates associate agencies gives you an opportunity to provide attractive flexible payment programs (coming soon) for your customers. Purchasing insurance can be easier for them and more profitable for you while our accounting department does most of the work.

As a Marcum & Associates participating agency, you will be able to personalize and process your direct mail communications with just the click of a mouse. Your personal mail lists can be refined to eliminate duplication and reduce costs through the use of our virtual mailroom.

Our centralized communication system helps eliminate phone frustration for your customers through a link between all of our associates’ offices and the support center. Our technology enables your local office staff to connect
your customers to people who are able to complete the service they require without transferring the call. And the same system is available to our agents—both inside and outside your office—whenever an internet connection is available.

Call, Click or Come In!  Our participating agencies can offer their new prospects an opportunity to choose the method of communication—phone, fax, e-mail or even text messaging or a personal visit with an agent—with our customized buying options. Our centralized communication system (coming soon) will able you to respond to a variety of customers’ preferences through the use of tools that enable clients to purchase insurance in your office, over the phone, or on the internet through our instant online quote program.

Record-keeping is virtually paperless with Marcum & Associate’s web-based system. You will be able to access all records of your customer’s transactions and policies, and you can count on our system to notify you and to contact your customers when issues arise that affect their coverage, claims, policy premiums or annual policy reviews.

Our up-to-date web-based system, offers access to our customers’ files from remote locations anywhere in the world. Their information is safe and secure and completely protected from catastrophic loss. An additional benefit of our system is that it enables us to notify our customers when changes in carrier provisions require changes or additions to their policies.