Customer Success
Cambridge Insurance
Remove the complexity from book roll
Lexington, KY
Headquarters
3 Year
As an Ivans Customer
Additional Info
Employees: 14
Offices: 1
Products
Save at least 6 hours on your book roll process
Cambridge Insurance Manager Peggy Barnes recently used Ivans Bookroll through Ivans Exchange for a book transfer and is already seeing the difference it makes. Without this tool, she spent hours gathering information and jumping through the hoops of multiple carrier portals and websites. By using Ivans Bookroll, Peggy found she could take away many of those steps and eliminate the back-and-forth between her agency and the carrier. For an individual book roll, she went from spending eight to 10 hours gathering information to approximately two total hours with Ivans Exchange.
Exchanging manual tasks for seamless processes and more accurate data
Cambridge Insurance has found it much easier to do business with carriers using Ivans Bookroll. Peggy said when working with carriers who use this tool, they can bypass supplying information. The agency was able to exchange manual tasks for more seamless processes and accurate data.
“It has proven to me that it is the best process, not only for carriers but also for the agency. I feel like the companies are getting more accurate data than they are when we manually have to enter everything,” Peggy said.
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