Book Roll

Book Roll

Vertafore
Tableau

Tableau

Salesforce
+
+

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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.

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.

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 Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

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

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

Support

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

Support

Phone Support 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

$75/user/month
Free Version 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

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Reviews/Ratings

Overall 4.4 / 5
ease 4.8 / 5
features 4.7 / 5
design 4.7 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • Seamless and power-packed with tools. It is very generic and can be integrated with a lot of software. It gets frequent upgrades. The price is very decent.
  • #1- Data collected from various sources gives us the best insights to analyze. #2- Salesforce connection is great. #3- Summarised Analytics gives very easy to understand and helps to take the best decision for business.
  • Tableau offers a wide suite of visualization types and is quite powerful, sometimes even bypassing the need to do basic types of calculations (like ratios, you do that within Tableau so you don't have to calculate special columns in your spreadsheet).
  • Clear interface for better visualization Simple to use - Drag & Drop Easily integrates with multiple data points Multiple graphical structures Great performance even with large amount of data Good documentation
  • - The whole concept of drag and drop interface is quite novel and makes the software really easy to pick up and deploy. - Lot's of really interesting built-in and tested features that make the reports interactive. A lot of niche excel skills were needed to do this before.

Cons

  • It has limited tools for analyzing unsupervised data. Does not provide support for neural algorithms.
  • #1- We enjoyed using this platform. No cons we ever faced.
  • If your data is complex or irregular you do need to normalize the data and make sure each column's references don't break (i.e. referring to a cell in another book sometimes might cause problems). And the interface for Tableau isn't all that intuitive either, so expect to do some reading of tutorials. Oh and Tableau can be expensive if you're using it commercially.
  • Expensive for individual license Advanced features require good amount of learning
  • - It might not be so obvious initially but the software gets really expensive once you start deploying it in large teams. This makes it beyond reach for small businesses.

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Salesforce
Founded: 1999
United States
www.tableau.com

Alternatives

Alternatives

Grafana Cloud

Grafana Cloud

Grafana Labs
Applied Analytics

Applied Analytics

Applied Systems
Denodo

Denodo

Denodo Technologies
JMP Statistical Software

JMP Statistical Software

JMP Statistical Discovery

Categories

Categories

Dashboard Supported
Data Analysis Supported
Data Collection Supported
Data Discovery Supported
Data Visualization Supported
Heatmap Supported
RFM Analysis Supported

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

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
Tekst Not Supported
Thrive Downtime Tracking Software Not Supported
Workable Not Supported
Zoho Survey Not Supported
data studio for amazon Not Supported
dataFactory Not Supported
eWay-CRM Not Supported
emma Not Supported
m-wise Loyalty Cloud Not Supported
okapi Not Supported

Integrations

AmplifAI Supported
Gainsight Supported
Loss Control 360 Supported
MachineMetrics Supported
Novara Flex Supported
QBench Supported
Secoda Supported
Simba Supported
SimpliTime Supported
TENDERD Supported
Tekst Supported
Thrive Downtime Tracking Software Supported
Workable Supported
Zoho Survey Supported
data studio for amazon Supported
dataFactory Supported
eWay-CRM Supported
emma Supported
m-wise Loyalty Cloud Supported
okapi Supported
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