Take the Hassle Out of Tedious Accounting Tasks
Improve Visibility of Your Agency's Financial Health
Ensure Accuracy of Commission Statements
Having visibility of the financial health of your agency is critical. Marble Box will enter and reconcile all your commission statements. Thus, you will have all your numbers at hand while needing to make any important financial decisions.
1. Direct Bill statement Processing -
Automatically download commission statements directly into your Agency Management System. We are automating the process to reduce manual data entry and eliminate paper messaging.
2. Company (Agency Billed) Statements -
Entering broker payments and then reconciling the policies against the company's agency bill statement.
3. Payment Postings -
Payments are received and updated manually in your Agency Management System.
4. Producer & Broker Statements -
Preparing producer and broker commission payable statements.
5. Vendor Payables -
Updating vendor payments in Agency Management System, as per the bank statement.
1. The tasks in this package will ensure that the agency has it’s financials handy and is able to pay the producers on time.