building better agencies

About

The Marble Box team understands the needs of today’s insurance agency and works with you to transform your operations and focus your precious resources on your agency’s most important job which is caring for your policyholders.

Affordable

With Marble Box’s unique transactional pricing model, you pay for transactions processed, not overhead and waste. This unique, client-centric pricing model makes it easy to get started and scales with you as your business grows.

Transparent

We’re experts in providing easy-to-read, at-a-glance reporting on all the work done for you. We believe in providing actionable intelligence to decision-makers so you can meet and exceed the needs of your customers now and in the future.

Efficient

The insurance business requires commitment 24 hours a day, 7 days a week so Marble Box’s team of well trained Processors CISR Elite certified Account Managers work while you sleep, ensuring that policies are processed in the fastest, most efficient manner.

Agency-Centric

We know you’ve built your business by providing the very best customer service to your policyholders. That’s why we created Marble Box to meet and exceed your needs now and in the future, supporting you so you can focus on your policyholders.

Our Services

Built to Work with Your Business - the Marble Box Difference

Policy Checking

  • New Business
  • Renewal
  • Rewrite
  • Audit
  • Policy Change/Endorsement
  • Change Request

Policy Service

  • Claims
  • Cancellation Pending
  • Cancellation Confirmation
  • Reinstatement
  • Assign Policy/Customer
  • Non-Renewal
  • Quoting
  • Loss Runs
  • Expired Policy Report

Accounting

  • Direct Bill Reconciliation
  • Account Current/Company Payable
  • Carrier Check Issue
  • Producer Payable Statement
  • Producer Check Issue
  • Vendor Payable
  • Direct Bill Commission Entry
  • Bank Reconciliation
  • EFT Transaction Entry
  • Cash Receipt Processing

Other Services

  • Certificate Holder Update
  • Mail Distribution
  • Data Clean-Up Projects
  • CSR Procedure Audit
  • Letter/Correspondence
  • Underwriting Notes
  • PAC Contract Notices
  • Binder/Invoice
  • Master Lead Sheet

Reporting

Reporting is a fundamental part of the larger movement towards improved business intelligence and knowledge management.

Marketing

  • Prospecting
  • Customer Lifecycle Development

Testimonials

  • Marble Box manages our “backroom work” with a focus on quality and efficiency, which leaves us with more time to focus on the things that are most important, sales and service.

    Robert Davies, Owner, Davies and Associates
  • Marble Box’s services and delivery model present a great cost value proposition. Quick responsiveness and their scalability make them a great resource.

    Glenn Horton, CEO,The Horton Group
  • Marble Box is an outsource firm that is a must, given what technology allows today, to create time for our valued customers.

    Rex Caton, CEO, Caton-Hosey Insurance
  • This is not about simply hiring a trainer or outsourcing your processing. When you partner with Marble Box, it’s as if you’ve hired a team of experienced, reliable and passionate employees.

    Steven Durham, Owner, LGS Insurance Services

Library

We also create quality content that adds value to the ease of running your agency.


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Get in touch

It’s Easy to Capture the Benefits of Marble Box. Marble Box makes it easier than ever to infuse your back-office with additional capabilities. Our simple on boarding process, best-in-class workflow documentation and strong quality assurance system provide you with the confidence and operational flexibility to redeploy your team and better serve the needs of your clients. We know you’ll enjoy joining the insurance agencies that capture the benefits of Marble Box. Contact us today by filling out the form below.

  Marble Box, 1 South Wacker Dr. Suite 200, Chicago, IL – 60606  
                 773 648 7794      sales(at)marble-box.com

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