For MGAs
Ivans Exchange
Ivans client portal
Need an easier way to stay up to date on your current download connections? Ivans Exchange™ lets you manage all of your retail agency download requests in one spot. Plus, use the application’s data-driven insights to evaluate current agency adoption and develop a game plan for optimizing future download connection opportunities. In addition to immediate time savings, Ivans Exchange helps you strengthen relationships with your retail agency partners and make better business decisions to drive growth.
Key Benefits
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Foster better retail agency relationships
Give the timely, exceptional service your retail agency partners are looking for. Ivans Exchange is a quick way to save time for both you and your industry partners, removing friction from your relationships and making the industry better along the way.
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Make better business decisions
Let data help you make the best decisions for your business. Ivans Exchange provides you with data insights on agency feedback and download quality that will help you build a roadmap to better connect with the lines that retail agents are demanding the most.
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Have a single source of truth for download connectivity
Get a clear view of retail agency download activity by line of business transaction type. Ivans Exchange is your single source of truth for download connectivity adoption and demand.
Capabilities
Download Dashboards
These dashboards are your hub to view all potential download activity, filter to focus on areas of interest, and gain access to data to assess your servicing strategy. With this information at your fingertips, you can analyze download adoption rates by retail agency, individual lines of business and optimize digital connectivity with retail agencies.
Retail Agency Feedback Reports
Ivans Exchange is the perfect place to track and respond to retail agency feedback requests, including reported download quality issues and requests for download. Automatically receive reports to stay up to date on current and future lines of business agencies are interested in.
New Retail Agency Account Setup
Do you have new retail agencies you want to communicate with in Ivans Exchange? Invite them directly from the application to complete their account registration without manually sending credentials.
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.