Boyd Insurance Agency

Running a more efficient and effective MGA

For Boyd Insurance Agency, a lean team of five managing $9 million in premium, manual data entry was a barrier to their long-term goals of sustainability and growth. They faced the constant challenge of navigating individual carrier websites to find information, which was a quantifiable drain on productivity. To overcome this, the agency integrated Ivans Download™ and Ivans Exchange™ into their Applied Epic® workflow to automate the exchange of policy data, claims, and commissions.

The transition to a "download-first" mindset has transformed the agency’s daily operations. Paul Turner, president of Boyd Insurance Agency, notes that the efficiency provided is immeasurable, highlighted by the fact that last year alone they processed 8,600 eDocs and iMessages through Ivans®—representing thousands of manual touchpoints eliminated.

Ivans Download has not only reduced E&O exposure by ensuring system data matches the carrier's records exactly, but it has also shifted the staff’s focus from screens to people. With less time spent on data entry, CSRs now have the freedom to engage in deeper conversations with clients, often leading to organic revenue opportunities like adding coverage for valuables. Ultimately, Ivans has allowed the agency to get more done and write more business with less staff.