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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Ivans Exchange offers a centralized platform to manage all your agency download requests efficiently. Additionally, the application provides valuable data-driven insights that allow you to assess current agency adoption and formulate strategies to enhance future download connection opportunities. Beyond the immediate time savings, Ivans Exchange fosters stronger relationships with your agency partners and empowers you to make informed business decisions that promote growth. Deliver the prompt and outstanding service that your agency partners desire. This tool not only streamlines your processes but also alleviates friction in your professional relationships, contributing to an improved industry environment. By leveraging data, you can make optimal decisions for your business. Ivans Exchange equips you with insights regarding agency feedback and download quality, guiding you in creating a roadmap to better engage with the lines that agents are increasingly requesting. Ultimately, embracing Ivans Exchange can transform the way you collaborate with your partners, ensuring mutual success.

Description

WorkSmart is an advanced content and workflow management solution tailored for insurance agencies by Vertafore. This platform empowers agencies to enhance their operational efficiency while handling substantial workloads by offering a detailed overview of their workflows. Featuring a contemporary interface, WorkSmart simplifies tasks for employees through its user-friendly and intuitive design. It incorporates best practice workflows and essential integrations, enabling teams to accomplish more in a shorter amount of time. Additionally, WorkSmart facilitates remote collaboration on workflows, allowing agencies to respond to customer needs swiftly. The system also delivers valuable insights into operational efficiencies and identifies potential bottlenecks, enabling agencies to refine their processes effectively. With a strong focus on data security and regular software updates, WorkSmart ensures that agencies can work with confidence. Furthermore, it seamlessly connects with Vertafore’s AMS360, Sagitta, and BenefitPoint management systems, thereby aligning tasks with the expertise of the staff and enhancing overall productivity. This comprehensive approach ultimately leads to improved client satisfaction and agency performance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BenefitPoint No 
Sagitta No 
Vertafore AMS360 No 

Integrations

BenefitPoint Yes 
Sagitta Yes 
Vertafore AMS360 Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Ivans

Founded

1983

Country

United States

Website

www.ivans.com/for-carriers/products/ivans-exchange/

Vendor Details

Company Name

Vertafore

Founded

1969

Country

United States

Website

www.vertafore.com/products/worksmart

Product Features

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management No 

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