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ease
features
design
support

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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.

Description

Maximize your efficiency and boost your sales while saving both time and money with Special Agent, the all-in-one management software designed specifically for insurance agencies. Special Agent boasts a comprehensive suite of robust and user-friendly features that enable you to enhance customer service and drive revenue growth without straining your finances. Reach out to us for a demo or engage with a live representative through our Chat Now feature, and you’ll discover why so many agents who transition to Special Agent become enthusiastic advocates. This software places your entire agency—clients, carriers, policies, and forms—within easy reach. Tailored to align with your workflow, Special Agent is engineered for speed, precision, and overall efficiency. Additionally, it integrates seamlessly with your carriers to eliminate duplicate data entry and ensure you always have the most up-to-date information readily available, making your job easier and more effective. Experience the transformation that comes with adopting Special Agent, and see how it can redefine your agency's operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

Ivans

Founded

1983

Country

United States

Website

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

Vendor Details

Company Name

Special Agent

Country

United States

Website

www.specialagent.com

Product Features

Product Features

Insurance Agency

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

Alternatives

Alternatives

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Verity

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Policy Administration Solutions