Manual processes and the need for more time with customers

Historically, Parry Insurance required dedicated staff to manually pull policy documents from carrier websites and download and attach them to client policy files daily. “You can’t always pull the information you need from an carrier website the exact moment a client calls,” said Lisa Parry Becker, vice president, Parry Insurance. “Our agents require current policy details to efficiently serve clients at all times, and we needed a way to automate this information download.” The agency needed a secure and efficient way to attach policy updates directly to client files, rather than receiving carrier emails and manually processing requests.

Real-time data exchange and improved customer service

eDocs and Messages download via Ivans enables staff at Parry Insurance to automate the exchange of policy-related information across the policy lifecycle, from carrier to the insured. The data exchange occurs in real time, allowing carriers to send specific data directly into the agency’s management system, providing agents on-demand access to important policy documents. “With eDocs and Messages download, we can seamlessly and securely deliver carrier updates to each client file anytime, anywhere,” said Parry Becker. “We’ve seen significant benefits in terms of mitigating risk and protecting our E&O exposure.” Automating servicing through Ivans allows Parry & Son to deliver the most accurate and up-to-date information to clients for improved customer service.

eDocs and messages download: streamlined carrier-agency communication

Since implementing eDocs and Messages download, Parry Insurance has dramatically improved agency workflows and increased customer servicing options. The agency can now continuously receive current information about its clients and policies, providing a competitive advantage in retaining and writing new business. “eDocs and Messages download via Ivans delivers a complete package for service and efficiency,” said Parry Becker. “We’re able to proactively serve our clients and stay ahead of their needs, while improving carrier relationships.” With the growing number of carriers offering secure data exchange through eDocs and Messages download, Parry Insurance will be able to further streamline agency workflows and increase sales.