Book Roll

Book Roll

Vertafore
+
+

Related Products

  • Macaw AMS
    8 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • Forethought
    166 Ratings
    Visit Website
  • UENI
    9,731 Ratings
    Visit Website
  • SiteMinder
    700 Ratings
    Visit Website
  • Yoffix
    90 Ratings
    Visit Website
  • Bookinglayer
    152 Ratings
    Visit Website
  • Statseeker
    35 Ratings
    Visit Website
  • Smoobu
    209 Ratings
    Visit Website
  • MedTrainer
    250 Ratings
    Visit Website

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.

About

Insure Assist AI helps independent commercial insurance agencies process policy paperwork and issue certificates of insurance. Its AI operations team reviews commercial policy packets, including declarations, schedules, and endorsements, to identify limits, coverage gaps, and exclusions with references to carrier PDF pages. The platform supports preparation of ACORD 25 and ACORD 28 certificates, endorsement extraction, certificate-holder records, and direct email delivery from agency Microsoft 365 or Google Workspace accounts. A broker-governed client portal lets commercial insureds and contractors request or download approved certificates from mobile devices. Agencies can use the system for policy intake, coverage review, certificate workflows, and client self-service.

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

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

Audience

Insurers searching for a solution to conduct book rolls with their insurance agency partners

Audience

Independent commercial insurance agencies and commercial-lines insurance brokers.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$149/month
Basic is $0 during the beta and otherwise $149/month, with 100 monthly credits and $1 per additional credit. Pro is $0 during the beta and otherwise $299/month, with 400 monthly credits and $0.75 per additional credit. Enterprise is $399/month, with 800 monthly credits and $0.50 per additional credit.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Vertafore
United States
www.vertafore.com/products/book-roll

Company Information

Insure Assist AI
Founded: 2026
United States
insureassistai.com

Alternatives

Alternatives

RiskRemedy

RiskRemedy

RiskRemedy, Inc.
Applied Analytics

Applied Analytics

Applied Systems

Categories

Categories

Integrations

Google Workspace Not Supported
Microsoft 365 Not Supported

Integrations

Google Workspace Supported
Microsoft 365 Supported
Claim Book Roll and update features and information
Claim Book Roll and update features and information
Claim Insure Assist AI and update features and information
Claim Insure Assist AI and update features and information