Book Analytics

Book roll transfers have pained P&C companies for years—defining operational inefficiency. The cost, processing time and enormous manual effort, combined with countless technical challenges in automating the process, have prevented carriers from efficiently and intelligently processing these critical transfers. Until now…

AgencyPort's BookSmart® product is the first automated solution for processing Book of Business transfers. It is a flexible, scalable solution that can handle book transfers for any line of business from any of the leading agency systems. In addition to eliminating the once labor-intensive process of re-keying into company systems from policy declaration pages, BookSmart® provides users with an easy-to-use, flexible means to evaluate, edit and report on data that resides within the book roll application, improving the accuracy of analysis and overall assessment of the book's quality. Smart.