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Growth in your target lines
Bring over whole blocks of business in the lines and markets you want to grow, from agencies you already appoint.
Applied
Grow your book through your appointed agencies
You ask an agency for the lines and states you want to write. Bookroll pulls the policies straight from the agency’s system, ready to quote.
Growing through your appointed agencies usually starts with a weeks-long paper chase
Typically, a book roll means exporting, scanning and manually matching policy files before anyone can quote a single risk.
Automated Bookroll turns that into one structured request and one structured answer, so your team can quote in batch and spend its time writing the new business.
Key benefits
What Bookroll changes for your distribution strategy
Fewer manual hours
Requests, reviews and delivery move through one connected process, so your team spends less time assembling data and more time underwriting it.
Less work for your agencies
Agencies review and send policies from inside their own management system, so a book roll takes little of their staff’s time.
One process, every line
Personal and commercial book rolls follow the same request, review and delivery steps, so your team runs one process for both.
Ask for exactly the slice of the book you want
How it works
Name the lines, states and dates that matter
Request a specific line of business, state, carrier or renewal window, down to the policies you actually want.
Watch the agency choose what to send
The agency reviews each policy and chooses what to send, including business it writes with other carriers.
Receive data ready for your quoting system
Get policies back as ACORD-standard files, however the agency runs its systems, with nothing to re-key by hand.
Make book rolls a routine part of growth
How it works
Screen every book roll against Market Appetite®
Each policy arrives flagged as fit, not a fit or undefined, so underwriters open the strongest first.
Request book rolls of any size
Pursue a handful of policies or a few hundred, through the same request and review steps.
Ask for book roll on a set cadence
Request book rolls on a regular schedule, so growth from existing agencies isn’t left to one-off asks.
Key features at a glance
A closer look at how Bookroll moves a book of business from request to ready-to-quote.
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Personal lines book roll
Request personal lines policies by line, state or renewal date from any connected agency.
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Commercial lines book roll
Transfer commercial lines policy data the same way you transfer personal lines, request by request.
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Appetite fit flagged automatically
See which policies already match your published appetite before your team spends time reviewing them.
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One format, any agency system
Policy data comes back as ACORD-standard files regardless of which management system the agency runs.
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Everything tracked in one place
Every request and its status live together in your requests list, not scattered across email threads.
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Bulk requests through the API
Automate large volumes of book roll requests instead of submitting and tracking each one by hand.
What carriers see with Bookroll
Real results carriers report after moving book rolls into Bookroll.
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6.4 hours
Median time to process
Half of all completed book roll requests finish in about 6.4 hours.
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$22 billion
Premium Transferred
Book roll requests completed across commercial and personal lines in the past year.
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3,196 agencies
Reached with book rolls
Unique agency partners have received book rolls through Bookroll.
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19 lines covered
Across Bookroll
10 commercial and 9 personal, from personal auto to workers' compensation.
Common questions about Bookroll
Ivans Bookroll is now Bookroll, part of the Applied suite for carriers. Book transfer and conversion still work the way they always have, through the same network connections your agencies already use. Nothing about the request-and-review process changes, only the name on the page.
Yes. Bookroll started with personal lines and added commercial lines in 2023, so the same request-and-review process now works for either side of your book of business. Both run through the same steps, so your team doesn't need a separate workflow for each line of business.
Yes, when Bookroll is paired with Market Appetite. Each policy in a book roll is flagged as a fit, not a fit, or not yet defined, right in the results. That means your team can sort straight to the business worth reviewing instead of checking appetite one policy at a time afterward.
Policy data comes back in ACORD XML, in one consistent format regardless of which agency management system the agency runs. That consistency is what lets the file load straight into your quoting or underwriting system, with nothing to re-key and nothing to reformat by hand.
Yes. The Bookroll API lets you submit and track book roll requests programmatically, in bulk, across many agencies at once. It's built for carriers running large volumes: retrieving carrier codes, submitting requests by line and state, and pulling completed data back into your own systems automatically.
No, a book roll can cover a few policies or several hundred, and it moves through the same request-and-review steps either way. That makes it practical for a territory rep chasing one account, as well as for a large, scheduled distribution push across many agencies at once.
Go deeper on Bookroll
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