Invite. Send. Analyze. Rate.
Vertafore’s Book Roll gives carriers access to digitally request an agency’s book of business within seconds--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.
In a few easy steps:
- Analyze books from any agency management system
- Improve your agency experience
- Streamline the exchange of secure data
- Identify growth opportunities
- Report on what matters
- Rate received policies in the book with your own rates
Why Book Roll?
Grow your business
Book Roll™ helps find growth opportunities: explore new lines of businesses, appoint new agencies, or expand into new states to fill market voids.
Work with solid data
Access secure and accurate policy data that comes directly from your agency partners' management systems.
Focus on insights
Rate and report within the software, determine best rates or growth opportunities, and visualize your data.
Analyze and understand
Run reports that deliver business-critical insights and analysis.
Compare rates
Integrate with our Rating API to compare rates and coverages with in-force policies.
Relationships
Build your relationships with your agency partners
- Provide book roll processes that are standardized, efficient, and easy to execute
- Save time with your agency partners by sending digital book transfer requests
- Become the “go-to” carrier for agency business
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.
On-demand 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.
More risk analysis less manual processes
Are you focused on offering new lines of business, expanding current markets, appointing a new agency, or expanding into a new state? Book Roll can make it happen.
Growth
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Find the business opportunities waiting for you
- Compete for the business your agency partners already have
- Discover opportunities to cross-sell additional products
- Expand into more products and states
Sharing data
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Discover the possibilities of real-time data analysis
- Rapidly pull the data you need without the disruption of a traditional book transfer
- Politely invite agencies to share their books
- Protect your and your agency partners' critical data
- Import clean data (ACORD standard policy detail) from an agency’s management system
- Find new business, growth opportunities, and gaps with powerful analysis tools and reports
Productivity
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Work smarter, not harder
- Make your employees’ jobs easier by eliminating data double entry, manual printing, and the shuttling of documents
- Focus on revenue creation and growth opportunities instead of repetitive data entry
- Improve efficiency by shedding the costs of manual book roll processes
- Import and export data in minutes, not hours or days
Work smarter, not harder
- Make your employees’ jobs easier by eliminating data double entry, manual printing, and the shuttling of documents
- Focus on revenue creation and growth opportunities instead of repetitive data entry
- Improve efficiency by shedding the costs of manual book roll processes
- Import and export data in minutes, not hours or days
Vertafore’s Book Roll, making the world better, one less click at a time!