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Customer Story

Cambridge Insurance finishes a book roll in about two hours

Bookroll handles the information gathering for a book transfer, so the team keeps serving clients while it runs.

Summary

More accurate data for the agency and its carriers

Agency Manager Peggy Barnes recently ran a book transfer at Cambridge Insurance through Bookroll and saw the difference right away. Each book roll used to mean hours of gathering information and working through multiple carrier portals and websites, with back-and-forth between the agency and the carrier. For an individual book roll, Peggy went from eight to 10 hours of information gathering to about two hours in total. 

When Cambridge works with carriers that use Bookroll, the agency doesn’t have to supply that information at all. Simpler processes have taken the place of manual tasks, and Peggy says carriers now get more accurate data than they did when the agency entered everything by hand.

Lexington, KY

Headquarters

9 Years

As an Applied Customer

Additional Info

Employees: 14
Offices: 1

Solutions

“By using the book roll through Ivans Exchange, we can continue to service all of our clients while Ivans Exchange does all of the work for us.”

Peggy Barnes

Agency Manager, Cambridge Insurance

Additional Resources

  • Webinar

    Automate the Book Transfer Process

    Watch this on-demand webinar to discover how Ivans brings a best-in-class book transfer process for commercial lines with Ivans Bookroll.

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    In this blog post, Bryanna Matte, Ivans' senior product manager and Ivans Bookroll expert, shares how Ivans Bookroll is helping carriers redefine growth.

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  • Demo

    Ivans Bookroll for Commercial Lines

    Ivans Bookroll ™ is entering the commercial lines world. With the latest update, agencies and carriers can say goodbye to the tedious report and printing with commercial book transfers.

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