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Average Ratings 3 Ratings

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support

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

Based on your interests, history, and role, you will receive personalized and recommended results. QuaerisAI provides near-real-time data access for all data. QuaerisAI enhances your data and document workload with AI. To increase knowledge sharing and track performance, teams can share insights and pinboards. Our advanced AI engine transforms your inquiry to a database-ready language within micro-seconds. Data is nothing without context, just like life. Our cognitive AI engine interprets search terms, interests, roles, and past history to provide ranks results that allow further exploration. You can easily add filters to search results to dig into the details and explore relevant questions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aircall No 
BigCommerce No 
Buildkite No 
Calendly No 
Chargebee No 
Delighted No 
Employment Hero No 
Freshcaller No 
GoCardless No 
Google Tasks No 
HubSpot Customer Platform No 
Instagram No 
LinkedIn No 
Medallia No 
Mozart Data No 
Oracle Siebel CRM No 
Reddit No 
Salesloft No 
Zendesk Guide No 
dbt No 

Integrations

Aircall Yes 
BigCommerce Yes 
Buildkite Yes 
Calendly Yes 
Chargebee Yes 
Delighted Yes 
Employment Hero Yes 
Freshcaller Yes 
GoCardless Yes 
Google Tasks Yes 
HubSpot Customer Platform Yes 
Instagram Yes 
LinkedIn Yes 
Medallia Yes 
Mozart Data Yes 
Oracle Siebel CRM Yes 
Reddit Yes 
Salesloft Yes 
Zendesk Guide Yes 
dbt Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$100 per month
Start with User Group based pricing or Consumption Based pricing.
Free Trial Yes 
Free Version Yes 

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 Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Vertafore

Country

United States

Website

www.vertafore.com/products/book-roll

Vendor Details

Company Name

Quaeris, Inc.

Founded

2020

Country

United States

Website

www.quaeris.ai/

Product Features

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) Yes 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning No 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Dashboard

Annotations Yes 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs Yes 
OLAP No 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards Yes 
Themes No 
Visual Analytics Yes 
Widgets No 

Data Analysis

Data Discovery Yes 
Data Visualization Yes 
High Volume Processing Yes 
Predictive Analytics Yes 
Regression Analysis Yes 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Embedded Analytics

Ad hoc Query Yes 
Application Development No 
Benchmarking No 
Dashboard Yes 
Interactive Reports Yes 
Mobile Reporting Yes 
Multi-User Collaboration Yes 
Self Service Analytics Yes 
Streaming Analytics Yes 
Visual Workflow Management No 

HR Analytics

Compensation Plan Modeling No 
Dashboard Yes 
HR Metrics Library Yes 
Leave & Absence Reporting Yes 
Predictive Modeling Yes 
Recruiting Management No 
Succession Planning No 
Talent Management No 
Trend Analysis Yes 
Turnover Tracking Yes 

Marketing Analytics

A/B Testing No 
Campaign Management Yes 
Channel Attribution Yes 
Customer Journey Mapping No 
Dashboard Yes 
Performance Metrics Yes 
Predictive Analytics No 
ROI Tracking Yes 
Social Media Metrics Yes 
Website Analytics Yes 

Natural Language Generation

Business Intelligence Yes 
CRM Data Analysis and Reports Yes 
Chatbot Yes 
Email Marketing No 
Financial Reporting Yes 
Multiple Language Support Yes 
SEO No 
Web Content No 

Natural Language Processing

Co-Reference Resolution No 
In-Database Text Analytics Yes 
Named Entity Recognition Yes 
Natural Language Generation (NLG) Yes 
Open Source Integrations Yes 
Parsing No 
Part-of-Speech Tagging No 
Sentence Segmentation No 
Stemming/Lemmatization No 
Tokenization No 

Predictive Analytics

AI / Machine Learning No 
Benchmarking No 
Data Blending No 
Data Mining Yes 
Demand Forecasting Yes 
For Education Yes 
For Healthcare Yes 
Modeling & Simulation No 
Sentiment Analysis No 

Product Analytics

Attribution No 
Automatic Data Capture Yes 
Churn Reporting Yes 
Customer Feedback Collection No 
Customer Guidance Yes 
Customer Journey Analytics No 
Data Export Yes 
Data History Retention Yes 
Data Labeling No 
Product Engagement Scoring No 
Real-Time Data Analysis Yes 
Touchpoint Analytics Yes 
User Segmentation Yes 

Sales Analytics

Collaboration Tools Yes 
Dashboards Yes 
Forecasting Analytics Yes 
Ideal Customer Profile (ICP) No 
Lead Analytics Yes 
Pipeline Management Yes 
Predictive Forecasting Yes 
Predictive Lead Scoring No 
Sales Intelligence Reporting Yes 

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