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    Lecture

    Carrier Workflows and Connectivity

    (2612) Growing Your Business with Ivans Bookroll


    Content Level: Basic

    Personas: Account Manager - Medium/Large Commercial; Specialty Lines, Account Manager - Personal Lines/Small Commercial, Owner/Principal, IT/Operations Manager, Marketing Manager/Specialist, Carrier - Distribution Manager, Carrier - Sales & Marketing Representative

    Products: Ivans Bookroll

    Book transfers are one of the most direct levers carriers have to grow profitable premium, but the transfer process itself has traditionally been slow, manual, and error-prone. This session walks through how Ivans Bookroll automates and streamlines book transfers between carriers and agencies, removing the friction that has historically held programs back. You'll also hear practical tips for collaborating with agencies throughout the process to drive a smoother experience and stronger results on both sides.