Book RollVertafore
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Related Products
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About
Book rolls have traditionally been a complex, time-consuming, and costly process involving travel, printed policies, and manual data entry. To get more of the policies you want, you need a simplified and effective process to focus more on risk analysis instead of manual processes. Conduct book rolls with your insurance agency partners in a seamless, efficient, and secure environment. 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 and ensures that you’re easy to do business with. Assess risks to get more of the policies you want, and export data for more detailed analysis. Bridge policy data to your customer portal to take advantage of your own underwriting rules. Instant batch rating compares your current rates with alternative rates to quickly define growth opportunities.
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About
Strong retention is a result of your agency offering meaningful value to policyholders. HawkSoft's Retention Alerts identify which clients need attention so your staff can deliver proactive service. Deliver that "wow" experience on every interaction. Do in 5 minutes what other agencies do in 25 minutes. Get more from your sales pipeline and existing clients. HawkSoft's Lead Management categories show where clients are in your sales funnel. Built-in cross-sell and upsell reports identify policyholders to whom you can offer additional services. Use batch email, letters, text messages, and scheduled communications to reach your clients. Data is meaningless if it's hard to get or act upon. Measure agency vitals and key indicators. Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Our reports are actionable so you can do things like send batch emails right from the report view.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Insurers searching for a solution to conduct book rolls with their insurance agency partners
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Audience
Agencies and companies seeking an insurance agency management system solution
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationVertafore
United States
www.vertafore.com/products/book-roll
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Company InformationHawkSoft
Founded: 1995
United States
www.hawksoft.com
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Categories |
Categories |
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Insurance Agency Management Features
Claims Management
Supported
Commission Management
Supported
Contact Management
Supported
Document Management
Supported
Insurance Rating
Supported
Life & Health
Supported
Policy Management
Supported
Property & Casualty
Supported
Quote Management
Supported
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Integrations
Canopy Connect
Not Supported
Certificial
Not Supported
Formstack
Not Supported
Gaya Ai
Not Supported
Levitate
Not Supported
Pathway Insurance Software
Not Supported
RenewalCompass
Not Supported
Sonant
Not Supported
vBots
Not Supported
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Integrations
Canopy Connect
Supported
Certificial
Supported
Formstack
Supported
Gaya Ai
Supported
Levitate
Supported
Pathway Insurance Software
Supported
RenewalCompass
Supported
Sonant
Supported
vBots
Supported
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