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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

Policy Servicing
Policy Data Maintenance

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  • Policy Servicing

Policy Servicing

Allow your staff to focus on new business and account rounding rather than
managing suspense, collecting and maintaining data.

Claims
Would you like to have a better handle on what's happening with claims?

We will enter up-to-date information into your system, retrieve claim updates from carrier websites and notify you.

Certificates
Would you like to make sure that certificates are always sent on the day of the request?

We will add certificate holders, generate certificates, attach them to your system and notify you within hours of the receipt of the request.

Endorsements
Would you like to ensure that endorsements are issued and processed in a timely manner?

We will manage and process endorsements with workflow documentation in your agency management system.

Policy Data Maintenance

Downloads
Are your downloads completed daily?

Our team will reconcile, retrieve and process downloads for you to have better handle on claims.

Data Clean-up Projects
Would you like more accurate data and reports?

We will update and enter your policy details in the agency management system and create accurate and consistent data for you.

Cancellations & Reinstatements
Do your cancellation notices seem to pile up?

We will retrieve your cancellation pending notices, update the information in your system and provide a cancellation list to increase policy retention rates.

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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