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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

With our services, eliminate backlogs,
get more time and resources to
focus on agency build up

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  • How we do it
  • Policy Processing

Policy Processing

We check your policy transactions against source documents
(such as binding instructions, last year’s policy, or other appropriate documents)
and notify you if there are any differences, inclusive of premium changes.

Policy Checking &
Processing for

Downloaded
Policies

Would you like to be proactive with your clients?

Marble Box checks your policy transactions against the source documents (such as binding instructions, last year's policy, or other appropriate documents) and notifies you if there are any differences, including premium changes. You can then proactively communicate with your customers to seize opportunities and to increase customer satisfaction and retention. Marble Box even retrieves the policy from the carrier website and saves it in your system.

Transactions include: New Business, Renewals, Rewrites, Endorsements, Audits, Cancellations, Reinstatements, Non-Renewals.

Would you like to eliminate backlog?

Marble Box checks your policy transactions against the source documents (such as binding instructions, last year's policy, or other appropriate documents) and notifies you if there are any differences, including premium changes. We process the policy in your agency management system, mark it renewed on your expiration list and generate invoices for agency billed policies. We even retrieve the policy from the carrier website and save it in your system. We can also prepare renewal letters, ID cards and certificates.

Transactions include: New Business, Renewals, Rewrites, Endorsements, Audits.

Policy Checking &
Processing for

Non-Downloaded
Policies

Marble Box

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

Would you like to schedule an agency strengthening consultation?
Schedule consultation

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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