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Average Ratings 0 Ratings
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
Expert enhances the efficiency of your agents while ensuring constant connectivity with your insured clients. This positions Expert as an invaluable resource for your organization, aiding in both retention and business expansion. Transition to [dot] Expert for your company, embracing a versatile and user-friendly platform that allows you to oversee every facet of a policy's lifecycle. Enjoy unparalleled control and adaptability in your policy rating, underwriting, and management processes. It simplifies your daily operations and helps lower operational expenses through automated features and batch processing capabilities. Benefit from an extensive report library that provides essential insights from various areas of your business. By utilizing Expert, you can elevate customer satisfaction through quicker claims processing and improved accessibility for both agents and insured individuals, ultimately fostering stronger relationships. Embracing this system can lead not just to operational efficiency but also to a significant boost in overall business performance.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Vertafore
Country
United States
Website
www.vertafore.com/products/book-roll
Vendor Details
Company Name
ECCA
Founded
1975
Country
United States
Website
mutualexpert.com
Product Features
Product Features
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management