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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

Clients love Partner Platform's Agency Management System (Partner XE), which is praised for its simplicity, breadth, and affordability. Partner Platform was built for agencies that care about community values and are tired of complex management systems. You'll find Partner Platform has a team that is reliable and shares your values as a partner. You can easily manage the entire life cycle of your agency's client relationships, from pre-sales through servicing to renewal, in a unified system with sales and marketing, client policy, financial management, agency-branded app, integrated text messaging and data analytics, web solutions and integrations to third-party tools or industry partners.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Applied Rater No 
Formstack No 
Microsoft Outlook No 
Microsoft Word No 
Nexsure Insurance Platform Yes 
PL Rating No 
RMail No 

Integrations

Applied Rater Yes 
Formstack Yes 
Microsoft Outlook Yes 
Microsoft Word Yes 
Nexsure Insurance Platform No 
PL Rating Yes 
RMail Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Contact us for pricing
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 Yes 
iPad App Yes 
Android App Yes 
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 Yes 
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 Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Ivans

Founded

1983

Country

United States

Website

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

Vendor Details

Company Name

Strategic Insurance Software, LLC

Founded

1995

Country

Columbus, OH

Website

www.sisware.com

Product Features

Product Features

Insurance Agency Management

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

Insurance Policy

Cancellation Tracking Yes 
Claims Tracking Yes 
Policy Generation Yes 
Policy Issuance No 
Policy Processing Yes 
Quotes / Estimates Yes 
Rating Engine No 
Reinstatement Tracking No 
Reinsurance Administration No 
Renewal Management Yes 
Underwriting Management No 

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