Carriers require an automated process to quickly review and identify opportunities to secure new business with current agency partners. Bookroll can help you grow your business by acquiring existing policies from agencies, but can be labor-intensive and challenging if managed manually.
Join industry experts from IVANS, Agencyport, and Vertafore to learn about Bookroll, the business growth opportunities provided by the service, and current industry implementations.
- How can a carrier retrieve policies from the various management systems to analyze?
- What will a carrier be asking of an agent during this process?
- What format will the policies come in?
- What does a carrier do with the data once they have it?
