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Merchants Insurance Group automates data exchange with a single platform

Merchants Insurance Group offers property and casualty insurance through a network of more than 650 independent insurance agents throughout the Northeast and North Central United States. To automate the manually intensive download management process, the company sought a more streamlined workflow for delivering information to its independent agents on demand. Merchants chose IVANS Download to automate communications and deliver increased ease of business to its agents.

"Now that we are fully automated with IVANS Download, we have been able to reallocate resources to help with other internal IT priorities."

Jack Harsch

Sales and Marketing Administrator

Merchants Insurance Group

Challenge

Previously, Merchants manually managed its translation processes to download policy and direct bill commission statement data to its agents. The intensive download management process was taking considerable time each week, and many of the company’s agents weren’t downloading as a result. Merchants needed a way to automate download management to save time and provide better service to its agents.

Solution

Merchants chose to leverage IVANS Download to quickly and easily exchange information with agents in a single workflow environment to improve time savings. By automating the download process via IVANS Download, Merchants now has a single solution to translate and deliver faster and more accurate policy and commission data directly into agency management systems.

IVANS Download enables Merchants to provide secure delivery of policy and claims related information directly into their agents’ management systems in ACORD AL3 and XML format, mitigating IT challenges through automated information exchange. “Using IVANS Download has been a straightforward and smooth process,” said Jack Harsch, sales and marketing administrator, Merchants Insurance Group. “Because our agents are already familiar with the IVANS workflow from other insurers, adoption has been high.”

Result

Since Merchants has implemented IVANS Download, agents have noticed an improvement in the accuracy and ease of use of the data available “We have seen a marked reduction in critical data mapping issues since implementing IVANS Download,” said Peter Balisteri, CIO, Merchants Insurance Group. “By eliminating key strokes, we are also delivering more accurate information to our agents, which helps mitigate liability issues for us and our agents.”

Merchants has also realized an increase in agency adoption of download technology through IVANS Download. Because more than 30,000 independent agents are already using IVANS solutions, there was little training or education required. “Before IVANS, we had a position that was primarily dedicated to managing download,” said Harsch. “Now that we are fully automated with IVANS Download, we have been able to reallocate that resource to help with other internal IT priorities.” Merchants Insurance Group continues to encourage download to all of its agents through customer visits, bulletins and press releases.

Merchants Insurance Group

Since 1918, Merchants Insurance Group has provided a variety of property and casualty insurance products for commercial and personal lines. It is comprised of Merchants Mutual Insurance Company and Merchants Preferred Insurance Company.

Company Snapshot

Headquarters: Buffalo, NY
650 independent agents
3 offices across 7 states nationwide

Software Leveraged

IVANS Download