Book Rollover Assistant

Thinking of moving or selling a “book” of business…and you want something to show underwriters or buyers what the “book” looks like (size, location, operation, etc.) …and

it has to be attractive…and
you need it soon…and
you are concerned about the work involved…?

ADTS profiles your “book of business” creating a detailed spreadsheet. We provide you with:

easy way to pick which accounts to be profiled (potential book to be moved)
enhanced profile of book (not available from your management system) including:

SIC codes (from 3rd party databases)
Sum of all property values (Bldg and contents only) for each client
Nature of Business description
GL classes, description
# of employees (from 3rd party databases)
Sorted at least 3 different ways
3 additional summaries
book profiles within hours – not weeks