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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The traditional methods of conducting book rolls have often been intricate, labor-intensive, and expensive, requiring travel, printed documentation, and extensive manual data entry. In order to secure a higher number of desired policies, it's essential to streamline the process, allowing for greater emphasis on risk assessment rather than tedious administrative tasks. By utilizing Book Roll, you can collaborate with your insurance agency partners in a way that is both seamless and secure, enhancing overall efficiency. This innovative tool enables carriers to electronically request an agency's portfolio without interrupting their daily operations. Whether your focus is on expanding personal or commercial lines, Book Roll makes it easier to evaluate new business opportunities and fosters a more accessible experience for clients. By assessing risks, you can increase the number of policies you acquire, while also exporting data for in-depth analysis. Additionally, you can connect policy data to your customer portal to leverage your unique underwriting guidelines. The instant batch rating feature allows for a rapid comparison of your current rates with alternative options, quickly identifying potential growth opportunities. Ultimately, this modern approach transforms the book roll experience, making it more efficient and advantageous for all parties involved.

Description

Harness the capabilities of CCiRater and step into a realm of enhanced rating and policy management that transforms tedious tasks into streamlined, effective processes. Empower your producers to boost their productivity, ultimately making your agency more competitive in the marketplace. This innovative tool not only simplifies workflows but also elevates the overall efficiency of your operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Vertafore

Country

United States

Website

www.vertafore.com/products/book-roll

Vendor Details

Company Name

CCiComputer Services

Country

United States

Website

ccirater.com/ccirater-desktop/

Product Features

Product Features

Insurance Underwriting and Rating

Broker / Agent Portal No 
Carrier Upload No 
Commercial Lines No 
Comparative Insurance Rating No 
Customer Portal No 
For Casualty Insurance No 
For Health / Medical Insurance No 
For Life Insurance No 
For Personal Insurance No 
Multi-State No 
Multiple Line Rating No 

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