Book Roll

Conduct book rolls with your insurance agency partners in a seamless, efficient, and secure environment.

Book rolls have traditionally been a complex, time-consuming, and costly process involving travel, printed policies, and manual data entry. To get more of the policies you want, you need a simplified and effective process to focus more on risk analysis instead of manual processes.

With Book Roll, carriers can digitally request an agency’s book of business, without disrupting agency operations. Whether you’re focused on growing personal or commercial lines, Book Roll simplifies the process of evaluating new business and ensures that you’re easy to do business with.

Identify In-Appetite Policies

Assess risks to get more of the policies you want, and export data for more detailed analysis.

Bridge To Your Portal

Bridge policy data to your customer portal to take advantage of your own underwriting rules.

Define Growth Opportunities

Instant batch rating compares your current rates with alternative rates to quickly define growth opportunities.

On-Demand Demo

Connect with insurance agency partners to quickly evaluate their books of business. 

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