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Description
The traditional methods of conducting book rolls have often been intricate, labor-intensive, and expensive, requiring travel, printed documentation, and extensive manual data entry. In order to secure a higher number of desired policies, it's essential to streamline the process, allowing for greater emphasis on risk assessment rather than tedious administrative tasks. By utilizing Book Roll, you can collaborate with your insurance agency partners in a way that is both seamless and secure, enhancing overall efficiency. This innovative tool enables carriers to electronically request an agency's portfolio without interrupting their daily operations. Whether your focus is on expanding personal or commercial lines, Book Roll makes it easier to evaluate new business opportunities and fosters a more accessible experience for clients. By assessing risks, you can increase the number of policies you acquire, while also exporting data for in-depth analysis. Additionally, you can connect policy data to your customer portal to leverage your unique underwriting guidelines. The instant batch rating feature allows for a rapid comparison of your current rates with alternative options, quickly identifying potential growth opportunities. Ultimately, this modern approach transforms the book roll experience, making it more efficient and advantageous for all parties involved.
Description
Ivans Insights offers a distinctive solution in the insurance sector, delivering the critical agency insights necessary for informed decision-making. This innovative tool enables carriers to efficiently explore a variety of data points, yielding essential business and performance insights. By utilizing this resource, you can access agency information that is pivotal for forming strategic partnerships. Discover agencies that align with your specific business objectives and delve into your agency's download business to identify its strengths. Additionally, analyze your current partner agencies to uncover opportunities for growth and recognize potential challenges through unique data not readily available elsewhere. By leveraging these insights, you can drive expansion with both new and existing partners. Furthermore, our platform allows you to search for new agencies tailored to your market segment, business characteristics, policy specifics, geographical areas, and performance metrics. We also offer comprehensive monthly reports containing detailed agency information to keep you informed. This combination of features makes Ivans Insights an indispensable tool for agencies aiming to enhance their competitive edge in the insurance landscape.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Vertafore
Country
United States
Website
www.vertafore.com/products/book-roll
Vendor Details
Company Name
Ivans
Founded
1983
Country
United States
Website
www.ivans.com/for-carriers/products/ivans-insights/