Customer Success

Merchants Insurance Group

Automate data exchange with a single platform

  • Merchants Insurance Group logo

    Headquarters: Buffalo,NY
    Employees: 320+
    Offices: 3+

  • 1918


    Founded

  • 32


    Years as a customer

Download issues and the need to save time

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

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

A straightforward and smooth process to deliver secure communications

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.”

Explore Software Leveraged

  • Simple line icon of a laptop with arrow pointing down in the laptop screen

    IVANS Download

    Deliver the latest policy-related information with IVANS Download.

Increased agency adoption of download technology with IVANS

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.

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