Customer Story
Cambridge Insurance finishes a book roll in about two hours
Bookroll handles the information gathering for a book transfer, so the team keeps serving clients while it runs.
Summary
More accurate data for the agency and its carriers
Agency Manager Peggy Barnes recently ran a book transfer at Cambridge Insurance through Bookroll and saw the difference right away. Each book roll used to mean hours of gathering information and working through multiple carrier portals and websites, with back-and-forth between the agency and the carrier. For an individual book roll, Peggy went from eight to 10 hours of information gathering to about two hours in total.
When Cambridge works with carriers that use Bookroll, the agency doesn’t have to supply that information at all. Simpler processes have taken the place of manual tasks, and Peggy says carriers now get more accurate data than they did when the agency entered everything by hand.
Lexington, KY
Headquarters
9 Years
As an Applied Customer
Additional Info
Employees: 14
Offices: 1
Solutions
Additional Resources
-
Webinar
Automate the Book Transfer Process
Watch this on-demand webinar to discover how Ivans brings a best-in-class book transfer process for commercial lines with Ivans Bookroll.
Watch Now -
Industry Trends
Discover Book Roll Tech That Keeps Getting Better
In this blog post, Bryanna Matte, Ivans' senior product manager and Ivans Bookroll expert, shares how Ivans Bookroll is helping carriers redefine growth.
Read Now -
Demo
Ivans Bookroll for Commercial Lines
Ivans Bookroll ™ is entering the commercial lines world. With the latest update, agencies and carriers can say goodbye to the tedious report and printing with commercial book transfers.
Watch Now
Move books of business with Bookroll
Talk with our team about requesting, reviewing and receiving book rolls through Bookroll.