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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

This online platform enables insurance agents to secure policies instantly and in real time. It provides the latest rates from various insurance providers and facilitates policy financing through the agent's preferred Premium Finance Company. Agents have the flexibility to manage sales from any location with internet connectivity at any time. Down payments for policies along with financing transactions are processed electronically, ensuring efficiency. Clients depart from the insurance agency equipped with all necessary documentation related to their insurance policies. Additionally, the point-of-sale system can be integrated within the web applications of insurance companies, enhancing usability for agents and clients alike. This seamless integration streamlines operations and improves the overall customer experience.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

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

Unisoft Communications

Website

www.unisoftonline.com/products/TruePremium.aspx

Product Features

Product Features

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

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