Catalyit Premium Partner Since October 2024 | Last Updated February 2025

Leave cumbersome processes and employee management behind with Marble Box. We do insurance back-office processes, and we do insurance back-office processes well. We have deep expertise in all the leading agency management systems and the major carrier sites. We handle all of the service tasks that can slow insurance agencies down, freeing you up to focus on more serving, more selling, and more growing.

Features & Quick Stats

Key Features

  • Policy Processing
  • Policy Servicing
  • Accounting
  • New Business Support
  • Renewal Support

How Marble Box Helps Independent Agents & Brokers

Allows employees to focus on high value tasks to growth the agency book, more time to become high touch to increase retention, and promote happier employees

Integrations

We work with all major AMS systems

Partnerships

HawkSoft, SecureRisk, Fortified, Secured Advantage, The AC

Certifications & Awards

Inc 5000 for last 5 years

Subscriber Deals

15% off hourly rate

Marble Box Videos

5 AI Opportunities for Retail Insurance Agencies in 2025
AI

5 AI Opportunities for Retail Insurance Agencies in 2025

Office Space Day: Peter Gibbons’ Journey to 2025
damaged vintage electronics

Office Space Day: Peter Gibbons’ Journey to 2025

Office Space Day: Bill Lumbergh’s Journey to 2025
damaged vintage electronics

Office Space Day: Bill Lumbergh’s Journey to 2025

Product FAQs

Outsourcing
BPO-E&O Policy?

Yes

BPO-Minimum term of engagement

None

BPO-Operations center/team based

[India]

BPO-Agency able to interview and select support staff

Yes

BPO-Staff located only on-site?

Yes

BPO-Background check as part of your hiring process?

Yes

BPO-Contract termination process?

Yes

BPO-Ideal agency size to work with

[6-10, 11-25, 26-50]

BPO-Cybersecurity policies/measures?

Yes

BPO-Outsourcing services provided

[Policy Processing & Servicing, Accounting, New Business, Renewals, Marketing, Operations, Other]

BPO-AMS familiar with

AMS360, QQCatalyst, Applied EPIC, Applied TAM, EZLynx, HawkSoft

BPO-Minimum term of engagement required?

No

BPO-Quality control/reviews/accountability for your staff?

Yes

BPO-Onboarding time

2-4 weeks

BPO-Staff device policies

[Devices used are company-owned, Company has control of the computer, Staff are blocked from downloading and saving files, Company uses a third-party for security protection, Company provides VPN and/or encryption between devices, Company provides real-time monitoring of staff devices, Devices are only connected via ethernet cable]

BPO-Agency data stored on your network?

No