Book Roll / Upload
Model your book against Vision Insurance Exchange privately. Only your agency and your Vision relationship contact can see it.
No Pre-Formatted Spreadsheet Needed
Upload the files your agency system already exports. Vision reads AL3 files as they are and matches the supplemental export to each policy for you.
Policy, insured, property, coverage and premium data exported from your agency management system.
Excel export of your book of business from the carrier or your CRM. It fills coverage and property details the AL3 leaves out.
Optional. Add whatever you have, in any combination. Vision matches each document to its policy to fill data gaps.
Roof, electrical, plumbing and HVAC condition.
Wind mitigation certificates that earn credits.
Current carrier coverage and limits.
One bulk packet: a single combined PDF or zip for the whole book, matched to policies automatically. Per policy: attach files to each policy number.
Book Roll / Validate
Harborline Book · Uploaded 07/13/2026 · 412 policies read from 2 files · 389 clean · 17 flagged, modeling as is · 6 held
6 Unresolvable Addresses Need a Fix
Those 6 policies wait for a fix. The other 406 model now. Missing Data and Mismatch flags model as is unless you fix them.
| File | Type | Records | Matching | Result |
|---|---|---|---|---|
harborline_book_2026-07.al338.4 MB |
AL3 | 412 policies | All records parsed | Passed |
carrier_book_export.xlsx2.1 MB |
Book Export | 401 rows | 395 matched to policies6 unmatched rows ignored |
Warning |
Fix a flag here, attach a document that resolves it, or leave it as is. An unresolvable address holds that policy until it is fixed.
| Flag | Book Ref | Insured | Issue | Actions |
|---|
Book Roll / Group & Select
406 policies modeled 07/13/2026 · 268 Matched · 65 Referrals · 73 Knockouts · All Vision prices are estimates, not quotes
Price First Rule
Equal coverage is never shown above the current premium. A higher premium is only possible when Vision changes the coverage, and it is never recommended.
Same or better price with same or better coverage · Current $812,440 → Vision estimate $741,960 · Clients save $70,480
| Book Ref | Insured | Carrier · Form | Current | Estimate | Difference | Coverage |
|---|
Underwriting checks these against set criteria. Not part of Select All; you are notified when one is released.
| Book Ref | Insured | Reason | Current | Estimate | Status |
|---|
Vision can’t offer these in the standard program. Each row shows why.
| Book Ref | Insured | Reason | Status |
|---|
Book Roll / Compare
VIX-000123 · 123 Example St, Sample City, FL 00000 · Sample Carrier A HO3 · Renews 09/01/2026
Updates Needed: None
Built 2012 · Roof replaced 2019 · Systems current per Property DNA. This home qualifies as it is.
Savings Plus More Coverage
Vision’s filed rate is well below today’s. Filed rates can’t be discounted, so Option A adds HO5 open perils coverage to close the gap, and the client still saves $60 a year.
Four estimates for this home, not quotes. Only options with the same or lower premium and the same or better coverage can be selected.
State preview: shown when the policy is 30–60 days from its 09/01/2026 renewal and becomes a bindable Majesco quote. It also appears on the Renewals tab.
Current policy next to the options you pick. Options that cost more for equal coverage never appear.
| Line | Current · Sample Carrier A | Option A Estimate | Option B Estimate (Selected) |
|---|
Selections are held as estimates. Nothing runs in Majesco until each policy is 30–60 days from renewal, when it becomes a bindable quote and also appears on the Renewals tab.