Book Roll Review
A whole book of policies read and mapped against your appetite in days, so you know what you’re taking on.
Why it matters
Book rolls and portfolio reviews rely on a bordereau and a sample of files; wordings, limits and accumulations that don’t fit appetite are found at renewal or after a loss.
How the solution handles it
Agents read every policy in the book, tag each against appetite, aggregate limits by zone and class, and find wordings or forms that differ from yours. They write a cited book report; the head of underwriting decides what to keep, re-underwrite or let go.
How a book moves
Five agents read every policy, map it to appetite, aggregate exposures, find wording gaps and write the report; the head of underwriting decides what to keep.
What it reads, and what it hands back.
What goes in
- Policy schedules and wordings
- Bordereaux and policy lists
- Loss runs
- Appetite guide and rate filings
- Exposure and location data
What comes out
- Cited book report
- Appetite map: fit, stretch, out
- Exposure and accumulation view
- Wording and form gaps list
Who uses it
The difference, in numbers.
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
“Target” = design goal, measured in the live solution · by-hand baseline estimated from typical book-roll due diligence · agents = the live solution’s configuration
5 specialist agents. One person decides.
More in this division.
Any underwriter asks a guideline question in plain words and gets an answer cited to the current manual page.
Referral DeskEvery risk above an underwriter’s authority reaches the right referrer with a cited summary and a clock.
Risk EngineeringEvery survey report read, its recommendations tracked and its COPE facts in the underwriting file within a day.
Build this
for your team.
We’ll show Book Roll Review running on your own documents.