Book Roll: Overview and Prominent Providers


February 2020 – New technology capabilities are enabling insurers to execute book rolls with distribution partners more efficiently. Executing successful book roll opportunities can be challenging, but insurance carriers that implement solutions and processes to simplify data access, automate fit-gap analysis, and assist agents with transferring policies are having the most success. Solution providers are now making it easier for agents to share a book of business with insurers. The improvements in technology, coupled with clever product rate filing, can make executing a book transfer a straightforward and predictable process for both insurers and agents.

This brief provides an overview of the new book roll capabilities available in the market and profiles of prominent players, including Ask Kodiak, DataRobot, Groundspeed, IVANS/Applied, Terrene Labs, and Vertafore.

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