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318 W. Adams, Suite # 1707, Chicago, IL - 60606
+1-773-696-1307    |    sales@marblebox.com
www.marblebox.com

Testimonials

How We Help You to Build Your Agency Growth

Our services are designed to save your time, build resources to round up more businesses:

  • Deploy team members for building your sales engine
  • Provide bench strength to manage risks and business volatility
  • Reduce talent acquisition cost and turnover challenges
  • Provide accurate and timely agency financial management
  • Ensure foolproof data security to prevent breaches
  • Plan proactive business continuity and disaster management
  • Increase team efficiency with professional development initiatives
Let's talk

Improve the accuracy and
timeliness of financial
visibility into your business.

  • Home
  • How we do it
  • Accounting

Accounting

Receivables

Direct Bill Statements Processing

Are you bogged down in direct bill statements?

Marble Box enters your direct bill statements into your accounting system for proper revenue, commission receivable and commission payables tracking. Optionally, we can reconcile your direct bill for cleaner financials, data and reports.

Payment Posting (including credit cards)

Do you know who has and hasn't paid today?

So much is done by ACH/EFT, it's hard to keep your bank balance current in your system. Keep your financials up to date by having your cash receipts posted daily. Marble Box will post your ACH/EFTs for you daily. We will also post credit card receipts, EFT/ACHs, client payments, direct bill payments, carrier commission payments, refunds, etc.

Payables

Company (Agency Bill) Statements

Are your company statements reconciled in a timely fashion?

To assure that you pay only what you owe, Marble Box generates your account currents, completes reconciliations between your accounting system and carrier statements, notifies you of discrepancies and prepares your payments.

Producer & Broker Statements

Are you spending too much time producing accurate statements?

Marble Box can prepare your producer and broker commission statements adjusting for broker receivables or producer advances and correct commission errors. Finally, we either setup the payment checks or post payroll for you.

Vendor Payables

Do you have timely information to manage your cash flow?

To assure that you have timely information to manage your cash flow, Marble Box enters your payables into your system. We do cost allocation splits and setup your check for payment according to your payment schedule - all you need to do is review your payables report, print and sign the checks.

Banking

Is your bank balance correct and up-to-date in your system?

Marble Box posts your ACH/EFTs receipts and disbursements for you daily including your carrier "sweeps" for direct bill payments. We complete your bank reconciliations providing you with accurate bank balances.

Marble Box

318 W. Adams, Suite # 1707,
Chicago, IL - 60606
+1-773-696-1307    |    sales@marblebox.com
www.marblebox.com

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Let's talk

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How We Help You to Build Your Agency Growth

Our services are designed to save your time, build resources to round up more businesses:

  • Deploy team members for building your sales engine
  • Provide bench strength to manage risks and business volatility
  • Reduce talent acquisition cost and turnover challenges
  • Provide accurate and timely agency financial management
  • Ensure foolproof data security to prevent breaches
  • Plan proactive business continuity and disaster management
  • Increase team efficiency with professional development initiatives

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