Ivans BookrollIvans
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Related Products
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About
Strong retention is a result of your agency offering meaningful value to policyholders. HawkSoft's Retention Alerts identify which clients need attention so your staff can deliver proactive service. Deliver that "wow" experience on every interaction. Do in 5 minutes what other agencies do in 25 minutes. Get more from your sales pipeline and existing clients. HawkSoft's Lead Management categories show where clients are in your sales funnel. Built-in cross-sell and upsell reports identify policyholders to whom you can offer additional services. Use batch email, letters, text messages, and scheduled communications to reach your clients. Data is meaningless if it's hard to get or act upon. Measure agency vitals and key indicators. Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Our reports are actionable so you can do things like send batch emails right from the report view.
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About
Ivans Bookroll allows you to easily request, receive, and evaluate agencies' personal or commercial book of business data regardless of the agency management system. You will also be able to quickly enter new markets, diversify your business, and build stronger agent relationships. Diversify your book of business and expand agency relationships. With Ivans Bookroll, you can collaborate more effectively and grow with your agency partners. Spend less time manually processing files and visiting individual agencies to assess books of business. Manage the entire process via a single interface, from requests to review, acceptance, and submission of data. Remove the possibility of errors and omissions by eliminating re-keying. You’ll also reduce turnaround time for analysis and quotes and gain peace of mind with this automated, secure, and accurate way to gather and share book roll information.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Agencies and companies seeking an insurance agency management system solution
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Audience
Organizations requiring a tool to manage book transfer processes and review their policy files and paperwork
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationHawkSoft
Founded: 1995
United States
www.hawksoft.com
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Company InformationIvans
Founded: 1983
United States
www.ivans.com/for-carriers/products/ivans-bookroll/
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Categories |
Categories |
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Insurance Agency Management Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
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Integrations
Canopy Connect
Certificial
Formstack
Gaya Ai
Levitate
Pathway Insurance Software
RenewalCompass
Sonant
vBots
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Integrations
Canopy Connect
Certificial
Formstack
Gaya Ai
Levitate
Pathway Insurance Software
RenewalCompass
Sonant
vBots
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