Book Roll

Book Roll

Vertafore
Zywave CPQ

Zywave CPQ

Zywave
+
+

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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

The Industry’s only complete, integrated solution that will transform your quoting and renewal process. Simplify complex and time-consuming processes to unlock the full growth potential of your agency. Configuring, pricing and quoting is an essential function of any insurance brokerage. For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience. Zywave CPQ - Benefits leads the market with the most innovative solution that automates mission-critical steps of a benefits buyers’ journey. Driven by data, you are able to configure multiple benefit options which provides strategic insights for your clients. Streamline the quoting step with direct access to carrier pricing, which is supported with the ability to present professional, custom-branded proposals. Simply put, using Zywave CPQ - Benefits allows you to sell and service better than ever – ultimately fueling growth.

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

Insurance brokers seeking a tool for prospecting, digital archive, billing, agenda, access control & claim tracking.

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

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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

Zywave
Founded: 1995
United States
www.zywave.com/sales-cloud/zywave-cpq-eb/

Alternatives

Alternatives

Applied Rater

Applied Rater

Applied Systems
Applied Analytics

Applied Analytics

Applied Systems
C2MS

C2MS

Buckhill
Surefyre

Surefyre

Vertafore
Verity

Verity

VRC Insurance Systems

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Underwriting and Rating Features

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

Integrations

Sonant
Zywave Sales Cloud

Integrations

Sonant
Zywave Sales Cloud
Claim Book Roll and update features and information
Claim Book Roll and update features and information
Claim Zywave CPQ and update features and information
Claim Zywave CPQ and update features and information