For Agents
Ivans Bookroll
Automated Book Transfer
Experience the benefit of effortlessly automating the matching and sharing of book roll policy information for your desired books. Ivans Bookroll™ eliminates the tedious exchanges between agencies and carriers by streamlining the process of matching, packing and securely delivering book roll information to carriers, saving time and preventing rekeying errors.
Key Benefits
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Simplify operations and reduce errors
Eliminate the need for rekeying, allowing you to transfer book roll data efficiently and securely while significantly decreasing the risk of errors and omissions.
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Create organizational productivity
Easily manage the entire book roll transfer process via a single interface – from evaluating requests through submission of data.
Capabilities
Collaborative Book Roll and Policy Transfer Process
Automates the matching and sharing of the policy information of the requested book, allowing agencies to collaborate more effectively with carriers in moving a book of business.
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 agencies and carriers.
Secure Process for Gathering and Sharing Policy Data
Securely packages and transfers agency-approved policies to carriers in a uniform data format for all book rolls.
Related Resources
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Ivans is ready to provide your business the advanced insurance software and solutions to digitally distribute and service products in new ways.