For Agents

IVANS Exchange

Actively manage your insurer download connections.

Get a comprehensive view of your current and potential download activity through a single application. Communicate desired download connections and download quality feedback directly with insurers. IVANS Exchange is a complimentary online tool that provides an easier way to track current and new download connections so your agency can increase insurer and MGA connectivity. 

Request Your Credentials
If you don’t know your current login information, request credentials to access IVANS Exchange.

Schedule an appointment with the IVANS Connections Team and IVANS will communicate directly with insurers and management system providers on your behalf to easily optimize your download.

Key Benefits

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Better understand your business with specific insurers and MGAs

Easily identify the number of download transactions your agency is receiving per line of business and per insurer/MGA.

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Drive higher agent productivity

Reduce time spent by your agency staff manually managing paper-based, administrative tasks.

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Identify new download opportunities

Quickly view inactive download connections and stay up to date with your insurers' latest download offerings.

What's New

  • Agency inbox preferences

    With inbox preferences, you can configure your mailbox settings to specify which download file types will be automatically downloaded to your management system. The inbox preferences can be customized by download file type – including Policy Download, Direct Bill Commission, Claims and eDocs & Messages.


  • Personalized connections reports

    Use the connection reports to find out which download connections are not turned on and show interest in specific carrier downloads. You can also note when you’re not appointed with carriers to download certain lines of business and automatically get notified when new lines of business are available.


  • Insurer feedback dashboard

    View insurer feedback to your requests, including reported download quality issues and request for download, within the application and receive a weekly email report with details on insurer’s response.


  • Single policy resend

    Simplify the process of resending a policy or file to your agency with Single Policy Resend. Easily search by policy or claim number to quickly find the policy, claim or eDoc you wish to resend.

Agency inbox preferences

With inbox preferences, you can configure your mailbox settings to specify which download file types will be automatically downloaded to your management system. The inbox preferences can be customized by download file type – including Policy Download, Direct Bill Commission, Claims and eDocs & Messages.

Personalized connections reports

Use the connection reports to find out which download connections are not turned on and show interest in specific carrier downloads. You can also note when you’re not appointed with carriers to download certain lines of business and automatically get notified when new lines of business are available.

Insurer feedback dashboard

View insurer feedback to your requests, including reported download quality issues and request for download, within the application and receive a weekly email report with details on insurer’s response.

Single policy resend

Simplify the process of resending a policy or file to your agency with Single Policy Resend. Easily search by policy or claim number to quickly find the policy, claim or eDoc you wish to resend.

Customer Success

Bankers Insurance

IVANS Exchange

Needing a better way to pinpoint the best opportunities for growth, Bankers Insurance leverages customizable agency connections reports in IVANS Exchange to build a roadmap for success.

Watch Customer Story

Ready to Learn More?

IVANS is ready to provide your business the advanced insurance software and solutions to digitally distribute and service products in new ways.