For Insurers

IVANS Bookroll

Automatically receive and evaluate agencies’ books of business data.

Manually managing the book transfer process can be inefficient and costly. Individually visiting each agency to manually review paperwork and policy files or having your agents print and mail/transmit policies individually can take time away from the business of selling insurance. IVANS makes that process easier for you and your agents by enabling collaboration on bookroll via IVANS Exchange, and then managing the gathering, translation, and delivery of policy data to your IVANS Bookroll mailbox without requiring additional input from your agency partners. Leveraging IVANS innovation and service expertise, IVANS Bookroll allows you to easily receive and evaluate agencies' book of business data – regardless of agency management system, so you can grow and analyze your book of business as you expand relationships, appoint new agents or enter new markets.

Key Benefits

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Increase ease of doing business with agency partners

Eliminate time spent manually processing files and visiting individual agencies to assess books of business.

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Automate operations and reduce errors

Increase data accuracy by eliminating re-keying and reduce turnaround time for analysis and quotes.

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Quickly identify growth opportunities

Diversify your book of business and expand agency relationships by evaluating and acquiring new segments of an agency’s business in a single process.


  • Collaborative bookroll and policy transfer process

    Automates the matching and sharing of the policy information of the requested book, enabling insurers and agencies to collaborate more effectively in moving a book of business.

  • Managed via a single application

    As part of IVANS Exchange, the request, review, acceptance and submission of data is managed through a single interface, creating transparency and consistent user experience between agencies and insurers.

  • Automated, secure process for gathering and sharing policy data

    Securely packages, translates agency-approved policies to insurers in a single, consistent data format for all book rolls, regardless of agency management system.

Ready to Learn More?

IVANS is ready to provide your business the advanced insurance software and solutions to digitally distribute and service products in new ways.