Looking for a way to easily view and manage your carrier and MGA download connections? Ivans Exchange™ is a complimentary online tool that lets you track current and new download connections. Its user-friendly design allows you to track total download usage, available opportunities to increase connectivity, and indicate to carriers your interest in new lines of download or quality issues. All from one central, online location.
Key Benefits
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Get policy information faster to deliver superior customer service
Ivans Exchange is where you can automate carrier and MGA partner communications and automatically get notified when new download opportunities are available. By activating new partners and lines of business download as they go live, you’re sure to delight customers with your exceptional service.
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Create organizational productivity
Let Ivans make your job easier. Our simple-to-use dashboard displays the number of download transactions your agency receives per line of business, new carrier/MGA offerings, single eDocs and Messages, claims, commission statements, resend policies and more. Doesn’t get much easier than that!
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Collaborate with carriers and MGAs on download opportunity
Forget the back and forth on the download you want and the download you’re receiving. With Ivans Exchange, you and your carrier/MGA partners can have all of that communication in one location.
Capabilities
Personalized Download Connections Reports
With customized connections reports, you can indicate interest in specific carrier download and send other communication about download. You can also schedule your connections report to download via email to view your available connections without logging into the portal.
Download Dashboards
Identify download connections that are not turned on at your agency and stay up to date with the latest download offerings from your carriers through responsive graphical dashboards. By using this tool, you will gain a better understanding of the types of business being conducted with specific carriers.
Carrier Interface Contact Information
Ivans Exchange displays contact information for the exact person you need to connect with. Contact cards on the home page provide you with easy access to the contact information you need when you need it.
Single Policy Resend
Quickly find and resend policies, claim details and eDocs that have already been downloaded. You can also view commission statement download and resend multiple policies at once directly through the application, saving time and reducing one-off calls to your carrier partners.
Book Roll Management
Approve and send book roll requests from carriers directly from Ivans Exchange. Collaborate on book roll and policy transfer process with your carrier and MGA partners in one place.
Frequently Asked Questions
Click Exchange Login at the top right of Ivans.com. On the Welcome screen, select Forgot Password?, enter your email, and click Send Reset Email. Check your inbox for instructions.
Ivans Exchange fully supports SSO and requires MFA for enhanced security and regulatory compliance.
- SSO & Unified Login: Migration to Auth0 enables a single login across all Ivans products, including Ivans Exchange, eliminating the need for multiple credentials and streamlining user access.
- MFA Enforcement: Multi-Factor Authentication is required for all users accessing Ivans Marketing Insights™, Ivans Exchange, Ivans Bookroll™, and Ivans Download™ and must enroll with an MFA app (e.g., Google Authenticator, Auth0 Guardian, Microsoft Authenticator, Okta Verify).
- Admin Controls: Administrators are required to use MFA and can reset MFA for users in their organization. Global admins have reset capabilities for all users.
If you have “Users create/edit” permissions, you can add users to your agency account. Global admins can add users across accounts.
Watch this video to learn how to add a new user.
No. Add as many users as you need. We encourage creating user logins for those who need access, and you can restrict access (e.g., to market appetites only). You can also assign permission levels, such as admin, user, and so on.
Email us at connections@ivans.com or complete this form. We’ll reach out and get you set up.
Contact the carrier with your Ivans Y-Account, mailbox, and IBM address. Let them know what types of downloads you want. Also, make sure your agency management system is configured to accept downloads.
First, check your Ivans Exchange mailbox. If it’s missing, contact the carrier. If it’s there but looks wrong, request a resend or check your agency management system settings.
Here’s a video on resending a single policy for reference.
Yes, you can remove or resend downloads. To resend a policy, watch this video. If the problem persists, contact your carrier or reach out to your agency management system’s support team for assistance.
You can also check the Carrier Reference Guide on the Connections tab in Ivans Exchange to verify who is offering downloads.
Check the Carrier Reference Guide on the Connections tab in Ivans Exchange. It shows which carriers offer downloads and which lines of business/types of downloads are available.
You can also contact your insurance carrier directly to learn about their download options.
Click a carrier’s name on the Connections tab in Ivans Exchange to see their contact info, including email addresses for download issues.
You can also read Details on Ivans Download for more information on receiving downloads from carriers through Ivans.
Reach out to the carrier with your Ivans Y-Account, mailbox, and IBM address. Confirm your agency management system is configured for downloads.
If you need templates, cheat sheets or technical support, email connections@ivans.com.
Finally, some carriers may be in a pilot or testing phase and not ready for complete download capability.
Subscribe to our newsletter for updates on new carrier announcements. You can also check out the Ivans Exchange Product Hub for the latest product updates and enhancements.
No. Ivans Exchange helps you manage downloads and connect with insurance carriers at no additional cost to you.
Note: If you write business with Citizens Insurance of Florida, a fee may apply.
The Connections tab shows carriers sending downloads through the Ivans Network. Your goal is to act on any “A” (Available) download connections and activate them.
Use the Ivans Exchange Checklist for tips.
Groups allow agencies with multiple Ivans accounts to manage everything from a single login. This is especially advantageous for agencies involved in mergers, acquisitions, or managing larger multi-account operations.
Watch this video to learn how to improve efficiency by grouping accounts.
For help with setup, questions, or troubleshooting, please email the Ivans support team at connections@ivans.com or contact support.
Ready to Get Started?
Request access to Ivans Exchange and schedule an Agency Customer Success Appointment today.