Book Roll 

Focus on the data, not the data entry

Invite. Send. Analyze.

Vertafore’s Book Roll lets carriers request an agency’s book of business within seconds, without disrupting agency operations. With just a few simple steps, Book Roll helps you evaluate new business while remaining easy to do business with.

Book Roll process infographic

Why Book Roll?

  • Grow your business

    Discover growth opportunities by exploring new lines, appointing new agencies, or expanding into new states.

  • Work with data

    Utilize secure and accurate policy data that comes directly from your agency partners’ management systems. 

  • Focus on insights

    Rate and report within the software, determine ideal rates and opportunities, and visualize your data. 

With a secure, streamlined exchange of data, you can ensure an improved agency experience for your partners. And by integrating with our Rating API you can compare rates and coverage with in-force policies, giving you more insights for informed decision making. 

Building relations with your agency partners with Vertafore's Book Roll

Improve relationships

Build on your agency relations by: 

  • Providing quick and efficient book roll processes 
  • Saving time with digital book transfer requests 
  • Becoming the easy, go-to carrier

Lines supported by Book Roll:

  • Personal lines

    • Auto 
    • Home 
    • Dwelling fire 
    • Inland marine 
    • Umbrella 
    • Watercraft 
    • Package 
  • Commercial lines

    • Auto  
    • BOP 
    • General liability (GL)  
    • Property 
    • Umbrella 
    • Workers’ compensation 
    • Inland marine 
    • Package 
Book Roll has increased our efficiency while reducing staff time —what used to require a team of 20 full-time staff, we now accomplish with 4 staff members."

Book Roll customer

On-demand webinar

Connection is key - Book Roll webinar

Connection is key: Book Roll in the digital age

If you use PL Rating and you want to expand markets and offer new lines of business, then don't miss this webinar on Vertafore’s Book Roll. You’ll see how a digital book roll solution can automate processes, tighten end-to-end data security, and build better agency relationships. 

Learn more about Book Roll

Book Roll data sheet
Carrier guide to better book rolls

Ebook: Learn how an improved book roll process can help you achieve ease of doing business with your agent partners

Why connectivity may be your ticket to growth

Here are some ways that help you attain healthy growth through connectivity.

Book Roll in the digital age

How technology, policy, and culture shifts are paving a way to improving your Book Roll process.