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Case Study

Personal & Commercial Servicing - Quoting (US)

(2743) Streamlining Agency-Carrier Book Transfer Collaboration with Ivans Bookroll


Content Level: Basic

Personas:

Products: Ivans

Tuesday, October 7, 2025
10:45 AM - 11:45 AM PT
Hear perspective from an agency and carrier on the power of leveraging Ivans Bookroll for seamless collaboration and data exchange. Gain insights on how this automated solution can modernize manual book transfer processes, reduce risks associated with data exchange, and improve agency and carrier collaboration. Learn about Bookroll features that allow you to successfully request, review, and exchange books of business, and how those features enable improvements to data accuracy and streamlined workflows. Don't miss this opportunity to take a deep dive into how Ivans Bookroll can become a game-changer for growing your business.