Discover Book Roll Tech That Keeps Getting Better

Carriers are under more pressure than ever to grow their books of business while balancing rising competition, increasing customer expectations for speed and transparency, and ever-tightening regulatory demands.

The traditional manual processes of evaluating, quoting, and onboarding new books of business, which involve reports, meetings and back-and-forth between agencies and carriers, are no longer cutting it. These workflows are slow, resource-intensive, and prone to missed opportunities. But the good news is that with the latest in ever-evolving book roll tech like Ivans Bookroll™, carriers and agents can share policy data without shuffling through PDFs or toggling between systems. Let’s take a closer look at the challenges carriers face today and how technology can help.

The Carrier Growth Challenge

Carrier distribution channels are wider than ever before, connecting you to an extensive network of agency partners. The not-so-good news? Many carriers find themselves in a frustrating cycle of inefficiency:

• Misaligned Appetite: Growth becomes a guessing game without clear alignment between your underwriting appetite and the book of business agencies are sending or transferring.

• Quality Blind Spots: Evaluating the fit and potential value of books from agencies isn’t always straightforward. Without visibility into the quality of these books of business, carriers often spend too much time filtering through opportunities that don’t align with their goals.

• Data Pileup: You can’t optimize what you can’t compare. Policy data for books of business often arrive in disparate formats, leaving underwriting teams stuck in the weeds of manual data aggregation instead of focusing on strategic decisions.

Redefining Growth

Growth is about obtaining the right books of business. Carriers like you need a strategy that focuses on efficiency, alignment, and scale.

So, what does efficient growth really look like? It boils down to:

• Quick Book Evaluation: Spend less time asking, Is this right for us? and more time saying, Let’s get this quoted.

• Reduced Underwriting Lift: Free your team from laboring over low-value books and performing manual admin work.

• Stronger Agency Relationships: Agencies appreciate speed, clarity, and feedback. By aligning your appetite with theirs and communicating effectively, you’ll move from transactional to collaborative partnerships.

In short, efficiency is the name of the game – without sacrificing quality. And that means leveraging modern solutions to work smarter, not harder.

The Keys to Unlocking Efficient Growth

Success starts with the right tools, processes, and insights. Let’s break down the core pillars of efficient growth and how they can make a difference in the underwriting process.

1. Data Visibility

Clean, structured, and comparable data is your secret weapon. Modern technology empowers carriers with better access to actionable information, helping you accurately evaluate prospective books of business without the guesswork.

2. Appetite Alignment

When agencies and carriers are on the same page, magic happens. Identifying in-appetite business faster and more accurately – saving time and improving quality across your pipeline.

3. Workflow Efficiency

Manual is out; automation is in. Simplify repetitive intake and evaluation steps by taking advantage of technology that handles the heavy lifting. Your team’s expertise shouldn’t be spent on mindless tasks—it should be focused on high-value decisions.

4. Actionable Insights

It’s not enough to evaluate books of business; you need a clear plan of action. When data translates to meaningful insights, carriers and agencies can quickly align on next steps, fostering transparency and trust.

By building these four pillars into your strategy, you’ll find yourself with fewer inefficiencies, stronger partnerships, and a sharper focus on sustainable growth.

The Strategic Payoff

What is the ultimate goal of efficiency? Here’s what it looks like in practice:

• Stronger Agency Relationships: Agencies will thank you for faster responses and greater transparency. Setting the standard for clarity builds loyalty and collaboration.

• Smarter Resource Allocation: Your team can dedicate resources to the opportunities with the highest potential.

• Sustainable Scalability: Growth doesn’t have to mean ballooning operational overhead. Efficient processes ensure you can scale without excess costs or resource strain.

By reimagining how you evaluate and onboard books of business, you unlock a blueprint for growth that’s not only faster but also smarter.

How Ivans Bookroll Can Help

Ivans Bookroll takes the hassle out of book-of-business transfers, making it easier to share policy data. Features include:

• Instant appetite matching: Instead of days, see alignment potential in minutes.

• Visualized book distribution: Get clear dashboards that show premium opportunities with ease.

• Enhancing collaboration: With automated matching and sharing of policy information, carriers and agencies can collaborate more effectively in moving a book of business.

The results speak for themselves: agencies and carriers are better aligned, inefficiencies drop, and growth accelerates without adding extra complexity.

Appetite Insights Now Integrate with Ivans Bookroll

Ask Kodiak® is a world-class appetite tool that simplifies commercial appetite and eligibility communication, ensuring carriers and agencies find the right fit with less friction and more precision. It is now integrated with Ivans Bookroll, empowering carriers to work smarter, agencies to present their data/policies with clarity, and partnerships to thrive like never before. Together, Ivans and Ask Kodiak are building bridges between carriers, agencies, and customers.

What Ivans Bookroll Users Are Saying

We surveyed a select group of customers once the Ask Kodiak and Bookroll integration was available. Let’s take a look to see what they said:

In my opinion, this is the future of book rolls. Ivans actually has the ability to become the leader in this space.

I wish every carrier would use it for a book roll. It is a gift of time to an agent that cannot be measured. Thank you, Ivans.

Great service team. Very responsive to all questions and issues.

Really nice, easy-to-use tool.

The Race to Modernize Starts Now

Carriers that embrace a smarter, data-driven approach to book evaluation will outpace their competition. The ones who stick with manual, reactive methods? They may soon find themselves struggling to keep up. Dive into our resources, including blogs, webinars and case studies, and check out our product release hub to stay updated on how you can keep up in the race to modernize.