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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 CoverWallet for Agents?

CoverWallet for Agents, a branch of Aon, is a cutting-edge technology platform that serves as a single access point for insurance agents seeking various carriers and lines of business. This innovative solution enables agents to deliver commercial insurance offerings to businesses in a fast, simple, and effective manner, optimizing the quoting process for both agents and agencies. Users are afforded the advantage of a unified application that allows them to compare several actionable quotes, bind policies online, and manage client accounts seamlessly from one digital platform. The application caters to multiple insurance lines, including General Liability, BOP, and Professional Liability, facilitating a broad range of coverage options. As users navigate the application, it smartly pre-fills responses and eliminates unnecessary inquiries, thus enhancing overall efficiency. With accessibility across devices such as mobile phones, tablets, and desktops, the platform provides users with the flexibility needed for on-the-go operations. Agents can quickly assess quotes from various top national insurers without requiring prior appointments and can adjust quotes, modify coverages, change limits, and alter deductibles with just a click, which contributes to a smooth and user-friendly experience. This all-encompassing strategy not only conserves time but also empowers agents to deliver customized insurance solutions to their clients more proficiently, ultimately fostering stronger client relationships and improved service delivery.

Media

Media

Integrations Supported

CoverWallet

Integrations Supported

CoverWallet

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

CoverWallet

Date Founded

2018

Company Location

United States

Company Website

agents.coverwallet.com

Categories and Features

Categories and Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

P&C Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

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