For Agents
Ivans Exchange
Ivans client portal
Looking for a way to easily view and manage your carrier and MGA download connections? Ivans Exchange™ is a complimentary online tool that lets you track current and new download connections. Its user-friendly design allows you to track total download usage, available opportunities to increase connectivity, and indicate to carriers your interest in new lines of download or quality issues. All from one central, online location.
Key Benefits
-
Get policy information faster to deliver superior customer service
Ivans Exchange is where you can automate carrier and MGA partner communications and automatically get notified when new download opportunities are available. By activating new partners and lines of business download as they go live, you’re sure to delight customers with your exceptional service.
-
Create organizational productivity
Let Ivans make your job easier. Our simple-to-use dashboard displays the number of download transactions your agency receives per line of business, new carrier/MGA offerings, single eDocs and Messages, claims, commission statements, resend policies and more. Doesn’t get much easier than that!
-
Collaborate with carriers and MGAs on download opportunity
Forget the back and forth on the download you want and the download you’re receiving. With Ivans Exchange, you and your carrier/MGA partners can have all of that communication in one location.
Capabilities
Personalized Download Connections Reports
With customized connections reports, you can indicate interest in specific carrier download and send other communication about download. You can also schedule your connections report to download via email to view your available connections without logging into the portal.
Download Dashboards
Identify download connections that are not turned on at your agency and stay up to date with the latest download offerings from your carriers through responsive graphical dashboards. By using this tool, you will gain a better understanding of the types of business being conducted with specific carriers.
Carrier Interface Contact Information
Ivans Exchange displays contact information for the exact person you need to connect with. Contact cards on the home page provide you with easy access to the contact information you need when you need it.
Single Policy Resend
Quickly find and resend policies, claim details and eDocs that have already been downloaded. You can also view commission statement download and resend multiple policies at once directly through the application, saving time and reducing one-off calls to your carrier partners.
Book Roll Management
Approve and send book roll requests from carriers directly from Ivans Exchange. Collaborate on book roll and policy transfer process with your carrier and MGA partners in one place.
Ready to Learn More?
Ivans is ready to provide your business the advanced insurance software and solutions to digitally distribute and service products in new ways.