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features
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support

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Description

InsurLink empowers clients with round-the-clock digital self-service access to essential information, leading to enhanced client satisfaction, reduced Errors and Omissions (E&O) risks, and increased time for advisors to focus on business growth. This success story highlights how InsurLink enabled Amaden Gay Agencies to drastically cut down response times for straightforward queries, bolster the security of document sharing, and strengthen the relationship between the agency and its clients through self-service options. Clients today anticipate prompt responses to their needs, whenever and wherever it suits them best. Therefore, creating a modern and user-friendly digital client experience is crucial for delivering the 24/7, mobile, and secure services that clients desire, ultimately improving profitability and retention rates. By integrating digital technology into your operations, you can effectively address customer demands and enhance their overall experience with your agency. Such a transformation not only benefits clients but also positions your business for sustainable growth in the competitive landscape.

Description

Managing inquiries related to retail agent policies, billing, claims, and payments can often require full-time attention, especially in larger operations. Ivans eServicing™ streamlines these processes, eliminating the necessity for handling individual requests manually. Additionally, your retail agents receive immediate answers right within their management systems, simplifying their tasks as well. Our goal is to enhance automation across all participants, and Ivans eServicing provides a seamless connection to retail agents’ customer self-service platforms. This approach significantly reduces the time spent on administrative functions, which is crucial since agents are more inclined to collaborate with MGAs that facilitate their workflow. By offering swift access to essential information regarding policies, billing, claims, and payments, retail agents can remain within their systems without disruption. Since no one particularly enjoys the process of paying for insurance, it’s vital to ensure that the experience is as straightforward as possible. Moreover, enabling insured individuals to settle their premiums directly through their retail agent’s self-service portal adds an extra layer of convenience and efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Certificial

Integrations

Certificial

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Vertafore

Founded

1969

Country

United States

Website

www.vertafore.com/products/insurlink

Vendor Details

Company Name

Ivans

Founded

1983

Country

United States

Website

www.ivans.com/for-mgas/products/ivans-eservicing/

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

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