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Tired of spending valuable time and money manually managing book transfer processes, reviewing paperwork and policy files, and having retail agents print and mail policies? Ivans Bookroll™ allows you to easily request, receive and evaluate retail agencies' book of business data regardless of the agency management system. You will also be able to quickly enter new markets, diversify your business and build stronger agent relationships.

Key Benefits

  • Quickly identify growth opportunities

    Diversify your book of business and expand retail agency relationships. With Ivans Bookroll, you can collaborate more effectively and grow with your retail agency partners.

  • Move the manual book evaluation process online

    Spend less time manually processing files and visiting individual retail agencies to assess books of business. Manage the entire process via a single interface – from requests to review, acceptance, and submission of data.

  • Simplify operations and reduce errors

    Remove the possibility for errors and omissions by eliminating re-keying. You’ll also reduce turnaround time for analysis and quotes and gain peace of mind with this automated, secure and accurate way to gather and share book roll information.

Capabilities

  • Collaborative Book Roll and Policy Transfer Process

    Automates the matching and sharing of the policy information of the requested book, enabling you to collaborate with your retail agencies more effectively in moving a book of business.

  • Secure Process for Gathering and Sharing Policy Data

    Securely packages and delivers agency-approved data to your business in a single, consistent data format for all book rolls, regardless of the agency management system.

  • Managed via a Single Application

    As part of Ivans Exchange, the request, review, acceptance and submission of data is managed through a single interface, creating transparency and consistent user experience between retail agencies and carriers.

Ready to Learn More?

Ivans is ready to provide your business the advanced insurance software and solutions to digitally distribute and service products in new ways.