Book Roll

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

Conducting book rolls has traditionally been a complex, time-consuming, and costly process involving printed policies and manual data entry. To get more of the policies you want, you need to focus 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.

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.

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A Vertafore representative will be reaching out to you shortly to discuss Book Roll Analytics.
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