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A data extraction service to easily receive and evaluate agencies' business data

  • Automate operations and reduce errors
  • Quickly identify growth opportunities and expand agency partnerships

IVANS Bookroll is a data extraction service that enables you to easily receive and evaluate Applied Epic and Applied TAM agencies' book of business data. Leveraging IVANS innovation and service expertise, IVANS Bookroll eliminates time and expense of individually visiting each agency to manually review paperwork and policy files or having your agents print and mail/transmit policies individually.

By delivering the data in industry standard ACORD XML format, IVANS Bookroll automates operations and reduces errors by eliminating rekeying of data into multiple systems. Let IVANS handle gathering the policy data and delivering it to your systems without requiring additional input from your agency partners, making it easier for your agents to do business with you.

IVANS Bookroll enables you to:

  • Diversify your book of business and expand current agency relationships quickly by evaluating and acquiring new segments of an agency’s business in a single process
  • Automate operations for both you and your agency partners by reducing time spent manually processing files and visiting individual agencies to assess books of business
  • Focus more time on growing your business by leveraging IVANS' data extraction and translation services expertise

Bookroll Resources

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What Is Bookroll?

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IVANS is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.