Ivans - Ivans Bookroll

Ivans Bookroll is an automated collaborative book transfer solution, allowing carriers to easily request, receive and evaluate agencies’ personal lines and commercial lines book of business data regardless of the agency management system. The automated process enables carriers to quickly identify growth opportunities, while giving agents control to accept or reject book roll requests from their carrier partners.  

Ivans Bookroll eliminates time and costs of working with agencies to pull data from their system to get a complete view of possible opportunities, as well as reduces errors resulting from data entry required when reviewing via pdfs or paper files. 
 
Capabilities: 

*Collaborative Book Roll and Policy Transfer Process: Automates the matching and sharing of the policy information of the requested book, allowing carriers and agencies to collaborate more effectively in moving a book of business. 

*Secure Process for Gathering and Sharing Policy Data: Securely packages and delivers agency-approved data to your business in a single, consistent data format for all book rolls, regardless of the agency management system. 

*Managed via a Single Application: As part of Ivans Exchange, the request, review, acceptance and submission of data is managed through a single interface, creating transparency and consistent user experience between agencies and carriers. 

*Diversify book of business and expand agency relationships: Transfer personal or commercial lines policy data to quote and roll an agency’s book of business entirely online. Accelerate market entry, expand business diversification, and forge stronger agent partnerships with ease. 

*Bookroll API: Reduce the risk of human error, save time and boost your speed to market by automating large volumes of book roll requests and minimize the need for manual input. 

Benefits include: 

*Ease of use saves time – 98% reduction in time processing data from agencies. According to the Ivans Connectivity Survey in 2024, carrier staff spend an average 20 hours/week processing book rolls without Ivans Bookroll technology.  

*Average growth of new business download for Bookroll customers 2023 v 2024 = 33% commercial lines. 

*Consistent data format reduces IT resources needed for each book roll. 

*Robustness of data allows carriers to select policies that only fit in their book.