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.

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