Book Roll Software for Profitable Distribution Growth

Securely request a book of business from virtually any agency. Including those using Vertafore’s:

• AMS360
• Sagitta

Or other agency management system capable of exporting: 

• ACORD AL3
• ACORD XML

No manual exports. No spreadsheets. No disruption to agency operations.

• Upload ACORD forms 80 (Home) and 90 (Auto)
• Or even use a prior download

Understand the opportunity in minutes—not days. Automatically standardize policy information for immediate visibility into:

• Portfolio composition
• Premium distribution
• Line of business mix
• Policy details
• Book health

• Integrate with Vertafore Rating API to compare your products and coverages.
• Use your underwriting rules to focus on the policies most aligned with your appetite.

Prioritize opportunities, engage agency partners, and move qualified business through your distribution pipeline faster. Purpose-built for carrier growth, Book Roll supports:

• Book acquisitions
• State expansion
• Product expansion
• Cross-sell initiatives
• Portfolio optimization
• Evaluating agency appointments

Prioritize opportunities, engage agency partners, and move qualified business through your distribution pipeline faster. Purpose-built for carrier growth, Book Roll supports:

• Book acquisitions
• State expansion
• Product expansion
• Cross-sell initiatives
• Portfolio optimization
• Evaluating agency appointments

Carriers can log in, request an agency book, and begin evaluating received insurance book of business directly within Book Roll

Carriers can receive and evaluate detailed book and policy data directly within Book Roll without building a separate API integration. Carriers offering rates through PL Rating can also evaluate policies using their rates, individually or in batches. For carriers using their own rating or underwriting systems, Book Roll data can be passed downstream for integration with those workflows. 

No. Agencies do not need PL Rating to participate in a book roll request.  PL Rating is relevant to the carriers integrated rating capabilities, not the agency’s ability to provide its book. 

Yes. Book Roll requests can filter agency policies by line of business, transaction type, effective date, and expiration date. Once the book is received, carriers can further evaluate the detailed policy information to identify the business that fits their strategy.

Yes. Book Roll requests can filter agency policies by line of business, transaction type, effective date, and expiration date. Once the book is received, carriers can further evaluate the detailed policy information to identify the business that fits their strategy.