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What is Ivans Bookroll?

Ivans Bookroll makes it easier to request, receive, and evaluate both personal and commercial business data from various agencies, regardless of the management systems they employ. This innovative platform not only accelerates market entry and aids in business diversification but also enhances relationships with agents, creating a win-win situation. By adopting Ivans Bookroll, you can improve collaboration and stimulate growth in tandem with your agency partners. It significantly minimizes the hours spent on manual data processing and eliminates the necessity to physically visit agencies for business evaluations. The entire workflow—from submitting requests to reviewing, approving, and sharing data—can be efficiently handled through a unified, user-friendly interface. With the removal of redundant data entry, the likelihood of errors and omissions is considerably diminished. Additionally, you will benefit from quicker analyses and quotes, culminating in a more effective, secure, and accurate system for gathering and distributing book roll information. In essence, Ivans Bookroll not only boosts your operational efficiency in a competitive landscape but also upholds the integrity of your data, thereby fostering a more reliable business environment. This ultimately positions your company to adapt and thrive in the ever-evolving market.

What is Automated Group Benefits?

Automated Group Benefits (AGB) is an innovative business automation platform tailored specifically for General Agencies (GA) within the Employee Benefits industry. By utilizing cutting-edge integrated software, AGB significantly boosts the productivity and efficiency of GAs in their operations. This platform can be presented as an all-inclusive turnkey solution, complete with a support team dedicated to enabling you to concentrate on expanding your business. AGB includes a built-in task management feature that links tasks and notes to individual records, ensuring that essential activities such as renewals and deadlines are completed on time. In addition, it offers powerful reporting tools that allow for effective management of clients and their business portfolios, which include payment histories, plan specifics, and benefit summaries. Moreover, AGB is designed to track commissions and account information, streamlining processes related to commission splits, check issuance, electronic payments, and thorough management of payment histories. This comprehensive tool not only simplifies the administrative workload but also equips businesses to excel in a competitive marketplace. With AGB, your agency can focus on strategic growth while maintaining operational excellence.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Ivans

Date Founded

1983

Company Location

United States

Company Website

www.ivans.com/for-carriers/products/ivans-bookroll/

Company Facts

Organization Name

AGB Business Services

Date Founded

1980

Company Location

United States

Company Website

www.agbsoftware.com

Categories and Features

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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