Grow Your Insurance Business with Marble Box
Save time and scale with plans designed to help your business grow.
Who We Serve
Services We Offer
- Policy Review
- Endorsements
- Cancellations
- Reinstatements
- Audits
- Managing Downloads
- Expiration Management
- Renewal
- New Business
- Mortgagee Request
- Underwriting Management
- Claims Management
- Non-Renewals
- Submissions
- New Business Quoting
- Re-marketing
- Bind Request
- Direct Bill Reconciliation
- Account Current Statement
- Update Commissions
- Accounting - Premium Finance
- Producer, Broker & Vendor Payables
- Certificate of Insurance
- EOI (Evidence of Insurance)
- Auto ID Cards
Customized Solutions
Data Migration
Data Clean-up
System Update
Loss Runs
Policy Delivery
Work Hours: U.S. Business Hours + Overnight
*All plans require a minimum work commitment of 40 hours per week or 1 full-time person
Marble Box Team Members Are Trained to:
Marble Box's Task Processing Plan Quick FAQs
Yes. In addition, we follow a dedicated team approach. At 40 hours per week, you will have one dedicated team member assigned to your account.
You need to select at least one task to start. You can add more tasks to meet your business needs, as long as they total at least 40 work hours per week.
When we start working with an agency, we customize our best practices as per the agency specifications. This is done for each task delegated to us. These customized workflows are shared with the agency for final approval. These workflows are then used by team members to ensure that tasks are done consistently and accurately.
All team members are rigorously trained on insurance concepts, workflows, and leading agency management systems. Your dedicated team member will be thoroughly trained on your agency specific workflows, in addition to knowing your agency management system.
We'll start by discussing your insurance business's unique needs. Then, you can select from our tailored task plans to fit your requirements.
We will first work with you to lock down a benchmark for each task that you select to delegate to us. Then each week we will share a report with you detailing the number of transactions worked on for each task and the amount of time taken (as per the benchmarks established). This reporting model gives the agency full visibility into the efficiency and productivity of their Marble Box processing team.
