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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Ivans Bookroll simplifies the process of requesting, receiving, and assessing both personal and commercial business data from agencies, independent of the management system they use. This platform not only facilitates quicker entry into new markets and diversification of your business but also strengthens relationships with agents. By utilizing Ivans Bookroll, you can enhance collaboration and foster growth alongside your agency partners. It significantly reduces the time spent on manual file processing and the need to individually visit agencies for business assessments. The entire workflow—from making requests to reviewing, accepting, and submitting data—can be managed through a single, streamlined interface. With the elimination of re-keying, the risk of errors and omissions is greatly reduced. Furthermore, you will experience a faster turnaround for analyses and quotes, leading to a more efficient, secure, and precise method of collecting and sharing book roll information. Ultimately, Ivans Bookroll empowers you to operate more effectively in a competitive market while ensuring data integrity.

Description

RenewalCompass serves as a specialized policy renewal pipeline designed specifically for independent insurance agencies with a team of one to ten producers. It bridges the gap between traditional spreadsheets and comprehensive agency management systems, providing agents and their teams with a unified, risk-assessed overview of all renewals in their portfolio. Each policy within the renewal timeframe is automatically evaluated based on premium size, days until expiration, and recent engagement activity. This prioritization allows high-risk accounts to be easily identified, enabling producers to concentrate their efforts daily without the need to recreate a prioritization list. The renewal pipeline is organized into five distinct stages: Upcoming, In Progress, Committed, Renewed, and Lapsed, featuring one-click transitions between stages and a complete contact history for every account. This collaborative approach ensures that the entire team operates from a single board, preventing any oversight during a producer's absence or during particularly busy periods for the agency, thereby enhancing overall efficiency. Moreover, this streamlined process fosters better communication and teamwork, ultimately leading to improved policy retention rates.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360

Integrations

Applied Epic
EZLynx
HawkSoft
Jenesis Agency Management
NowCerts
QQCatalyst
Vertafore AMS360

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$59/month/2 users
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

Ivans

Founded

1983

Country

United States

Website

www.ivans.com/for-carriers/products/ivans-bookroll/

Vendor Details

Company Name

Regency Software LLC

Founded

2016

Country

United States

Website

renewalcompass.com

Product Features

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Alternatives

Alternatives

AgencyZoom Reviews

AgencyZoom

Vertafore