The need for fast and easy access to client information

Schultheis needed to meet the specialized requirements of each of its customers, while providing anytime service. Automating eDocs and Messages download through IVANS would provide Schultheis fast and easy access to important policy, claims and billing information directly within their agency management systems. 

Automation and the ability to serve clients more proactively

Schultheis needed to meet the specialized requirements of each of its customers, while providing anytime service. Automating eDocs and Messages download through IVANS would provide Schultheis fast and easy access to important policy, claims and billing information directly within their agency management systems.

Agency game changer: eDocs and messages download

Schultheis is among a growing number of agencies that leverage automated tools to ensure ease of doing business. “Insurers are recognizing that agencies need automated information exchange so that we can both work efficiently and sell more business,” said Hearring. “Automating information exchange through download is a huge game changer for our agency.”

Since receiving eDocs and Messages download in Applied Epic, Schultheis has improved its sales process with instant access to important insurer information. Staff at Schultheis now provide coverage details in real time, delivering superior customer service when their clients need it the most.