Book Roll

Book Roll

Vertafore
ReFocus AI

ReFocus AI

ReFocus
+
+

Related Products

  • Macaw AMS
    8 Ratings
    Visit Website
  • Predict360
    18 Ratings
    Visit Website
  • Forethought
    166 Ratings
    Visit Website
  • FreshBooks
    5,506 Ratings
    Visit Website
  • SiteMinder
    671 Ratings
    Visit Website
  • Lodgify
    5,215 Ratings
    Visit Website
  • Smoobu
    207 Ratings
    Visit Website
  • Bookinglayer
    146 Ratings
    Visit Website
  • Statseeker
    35 Ratings
    Visit Website
  • MindCloud
    75 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

ReFocus is an AI platform that derives insights from every customer interaction to match a customer’s wants and needs to products and services at scale. Maximize your sales opportunities by knowing your prospect’s wants and needs before the first interaction. With real-time insights into a buyer’s wants and needs, maximize every account rounding opportunity. Align opportunities to the sales process, increasing customer adoption of products and services. ReFocus AI uses live data to strengthen decision-making, streamline the sales process, and ensure customer success. ReFocus AI uses live data to strengthen decision-making, streamline the sales process, and ensure customer success. ReFocus delivers the best predictions, analyses, and time-savings solutions when you need it most. In an increasingly mobile world, we need increasingly mobile solutions. ReFocus is here when you need it, wherever you are.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Insurers searching for an AI-platform that derives insights from every customer interaction

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

ReFocus
United States
refocusai.com

Alternatives

Alternatives

Applied Analytics

Applied Analytics

Applied Systems
Longview Tax

Longview Tax

insightsoftware
Angles

Angles

Fulcrum Technologies
Metrolink

Metrolink

Metrolink.ai

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Book Roll and update features and information
Claim Book Roll and update features and information
Claim ReFocus AI and update features and information
Claim ReFocus AI and update features and information