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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Ivans Download™ streamlines the process of exchanging individual information requests through a comprehensive application that connects you to your agency distribution network. This ensures that the latest information flows seamlessly from underwriting to servicing, directly within the management systems of your retail agency partners. By operating within a unified, open exchange, you can eliminate the time and costs associated with managing various connectivity solutions. Ivans Download not only assists you and your retail agency partners in staying organized, but it also provides real-time updates on policy information and documents. This system allows for a significant reduction in the time spent on processing individual requests from retail agents, as well as cutting back on expenses related to printing and mailing paperwork. With Ivans Download, you can shift your focus from administrative tasks to activities that drive profitability and foster stronger relationships with your partners, ultimately enhancing your overall business efficiency and performance.

Description

This software system for agency management, marketing, and tracking is tailored to help independent agents and agencies operate more effectively by implementing industry best practices. Initially, it operates in an administration mode, where the administrator, after logging in, undertakes a setup procedure that includes adding details about agents, information about carriers, sources of leads, and the letters for drip campaigns. Furthermore, the administrator can enter commission details for both groups and individuals, craft and upload personalized letters, and establish accounts for all group and individual clients associated with each agent. The software also enables the administrator to conduct queries based on various criteria, including carrier, lead source, type of lead, and agent. Additionally, it provides the capability to generate comprehensive reports that highlight performance metrics, such as the ratio of successful sales to unresponsive leads and the number of sales compared to callback attempts, thus enhancing the overall strategic decision-making process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Nexsure Insurance Platform Yes 

Integrations

Nexsure Insurance Platform No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Ivans

Founded

1983

Country

United States

Website

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

Vendor Details

Company Name

Business Assistant

Founded

2007

Country

United States

Website

www.LTSPro.com

Product Features

Product Features

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management No 
Insurance Rating No 
Life & Health Yes 
Policy Management No 
Property & Casualty Yes 
Quote Management No 

Alternatives

Alternatives