Tired of spending valuable time and money manually managing book transfer processes, reviewing paperwork and policy files, and having agents print and mail policies? Ivans Bookroll™ allows you to easily request, receive and evaluate agencies' personal or commercial book of business data regardless of the agency management system. You will also be able to quickly enter new markets, diversify your business and build stronger agent relationships.
Key Benefits
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Quickly identify growth opportunities
Diversify your book of business and expand agency relationships. With Ivans Bookroll, you can collaborate more effectively and grow with your agency partners.
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Move the manual book evaluation process online
Spend less time manually processing files and visiting individual agencies to assess books of business. Manage the entire process via a single interface – from requests to review, acceptance, and submission of data.
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Simplify operations and reduce errors
Remove the possibility for errors and omissions by eliminating re-keying. You’ll also reduce turnaround time for analysis and quotes and gain peace of mind with this automated, secure and accurate way to gather and share book roll information.
Capabilities
Collaborative Book Roll and Policy Transfer Process
Automates the matching and sharing of the policy information of the requested book, allowing carriers and agencies to collaborate more effectively in moving a book of business.
Secure Process for Gathering and Sharing Policy Data
Securely packages and delivers agency-approved data to your business in a single, consistent data format for all book rolls, regardless of the agency management system.
Managed via a Single Application
As part of Ivans Exchange, the request, review, acceptance and submission of data is managed through a single interface, creating transparency and consistent user experience between agencies and carriers.
Diversify book of business and expand agency relationships
Transfer personal or commercial lines policy data to quote and roll an agency’s book of business entirely online. Accelerate market entry, expand business diversification, and forge stronger agent partnerships with ease.
Related Resources
Ready to Learn More?
Ivans is ready to provide your business the advanced insurance software and solutions to digitally distribute and service products in new ways.