Book Roll 

Focus on the data, not the data entry

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  
Book Roll process infographic

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.  

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


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.

Book Roll customer

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. 

Connection is key - Book Roll webinar

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.


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Sharing data

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Vertafore’s Book Roll, making the world better, one less click at a time!

National 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 

Learn more about Book Roll

Book Roll Brochure

Brochure outlining how Book Roll allows you to focus on growth, streamline your process, evaluate your competitiveness, and improve your agency relationships.

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.