Book of business transfers… ripe with business opportunity, and the poster child for operational inefficiency. Labor costs and countless technical challenges often prevent carriers from processing these critical transfers efficiently and intelligently--eroding the opportunity.
BookSmart® is the first automated solution for processing Book of Business transfers. It is a flexible, scalable solution for book transfers for any line of business from any leading agency system. In addition to eliminating labor-intensive re-keying into company systems from policy declaration pages, BookSmart® provides easy, flexible evaluation, editing and reporting on data that resides within the book roll application, improving the accuracy of analysis and overall assessment of the book's quality. And by analyzing an agent’s entire book of business, BookSmart will allow you to work with agents to develop a plan to write more business and round accounts thereby increasing retention and revenue. Smart.