As an insurance agency, you know how important it is to stay connected with your carriers. That's why Ivans® is here to help with tools to help you manage and track your download connections, making it easier to stay connected with your carriers and provide seamless customer experiences.

Did you know that you can also become an Ivans Connected™ agency and receive recognition for your use of Ivans technology? Each year, Ivans takes the time to recognize agencies that are using Ivans to ignite value and create better processes. And the good news is, it's easier than you might think!

Here are the 4 simple steps you need to take to become an Ivans Connected agency:

• Step 1: Access Ivans Exchange
  The first step is to access Ivans Exchange™ and indicate how you want to handle download. You’ll see a “DL” for lines of business currently downloaded and an “A” for potentially available connections. For every cell with an “A” that your agency is interested in receiving download from, select “WANT.” For any “A” cell that your agency is intentionally not downloading, select the applicable code from the dropdown menu – for example, “Do Not Want” or “Not Writing.”

• Step 2: Let Carrier Partners Know You're Interested in Download
  Every carrier that provides policy download, should provide the supporting transactions, eDocs, Claims and Direct Bill Commission download. If you don’t see a code in the box, click on it and select “Want”. A WF, “Want Future”, will let your carriers know you want new download options.

• Step 3: Work with the Ivans Connections team to Start Receiving Download
  If you have questions about your Ivans Connections Report, email connections@ivans.com.

• Step 4: Add Agency Codes to Your Ivans Exchange Account
  With new capabilities within Ivans Exchange, we have added one more step to add agency codes. Just click the menu in the top right corner of Ivans Exchange (which looks like three horizontal lines) and select “Agency Profile.” Select the Carriers & Codes tab. You will see the carrier’s name and an active code count. Click on the carrier toggle arrow to show their applicable companies and NAICS. Click “View Codes” to load the code subtab and edit or add a code. Watch our video for more details on how to add agency codes to your account.
  

What’s In It for You?

Becoming an Ivans Connected agency is about more than just receiving recognition. You’ll be able to stay ahead of the game and provide the best possible digital experiences for your clients and carrier partners. When you use tools like Ivans Exchange to the fullest, you're providing seamless customer experiences that will make you a preferred agency.

2024 Timeline to Get Connected

The timeline to get connected is now through May 31, 2024. Winners will be announced in August 2024 and recognized at Ivans Connect™ in Nashville this September.

Connected Agency Bonus Points

In addition to using Ivans Exchange to the fullest, we encourage you to access the latest commercial appetite from leading carriers and MGAs through Ask Kodiak™ to help spark the most agency-carrier connectivity. Watch our quick video for more information, or head to the website and sign up for free.

Meet Our 2023 Connected Agencies

Want to see examples of Ivans Connected agencies that are making the most of their tech? Check out our 2023 winners.

Get Connected Today!

Completing these four simple steps will help you become an Ivans Connected agency and receive recognition for your efforts. And the best part is, it's all free for agencies.