Book RollVertafore
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TableauSalesforce
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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
Tableau, now enhanced with AI-powered capabilities and integrated with Salesforce, is an advanced analytics platform that helps businesses turn data into actionable insights. With Tableau Next, users can unlock the full potential of their data by accessing trusted AI-driven analytics. Whether deployed in the cloud, on-premises, or natively within Salesforce CRM, Tableau enables seamless data integration, powerful visualizations, and collaboration. The platform is designed to support organizations of all sizes in making data-driven decisions, while fostering a Data Culture through easy-to-use, intuitive tools for analysts, business leaders, IT leaders, and developers alike.
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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
Tableau is ideal for businesses looking to unlock the full potential of their data through AI-powered analytics, empowering analysts, business leaders, and IT teams to make data-driven decisions and foster a Data Culture
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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
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Pricing
$75/user/month
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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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 InformationSalesforce
Founded: 1999
United States
www.tableau.com
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Alternatives |
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Categories |
Categories |
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Business Intelligence Features
Ad Hoc Reports
Supported
Benchmarking
Supported
Budgeting & Forecasting
Supported
Dashboard
Supported
Data Analysis
Supported
Key Performance Indicators
Supported
Natural Language Generation (NLG)
Not Supported
Performance Metrics
Supported
Predictive Analytics
Supported
Profitability Analysis
Supported
Strategic Planning
Supported
Trend / Problem Indicators
Supported
Visual Analytics
Supported
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Integrations
AmplifAI
Not Supported
Gainsight
Not Supported
Loss Control 360
Not Supported
MachineMetrics
Not Supported
Novara Flex
Not Supported
QBench
Not Supported
Secoda
Not Supported
Simba
Not Supported
SimpliTime
Not Supported
TENDERD
Not Supported
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Integrations
AmplifAI
Supported
Gainsight
Supported
Loss Control 360
Supported
MachineMetrics
Supported
Novara Flex
Supported
QBench
Supported
Secoda
Supported
Simba
Supported
SimpliTime
Supported
TENDERD
Supported
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