IVANS Exchange for Agents

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

  • Personalized connections reports

    Identify download connections that are not turned on, indicate your interest in specific insurer downloads, note when you’re not appointed with insurers to download certain lines of business and automatically receive notification when new lines of business are available.


  • Insurer download dashboards

    Stay up to date with the latest download offerings from your insurers through responsive graphical dashboards.


  • 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

    Easily view commission statement download and resend policies, single eDocs and Messages, and Claims directly within the application.

Personalized connections reports

Identify download connections that are not turned on, indicate your interest in specific insurer downloads, note when you’re not appointed with insurers to download certain lines of business and automatically receive notification when new lines of business are available.

Insurer download dashboards

Stay up to date with the latest download offerings from your insurers through responsive graphical dashboards.

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

Easily view commission statement download and resend policies, single eDocs and Messages, and Claims directly within the application.

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.