Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Ivans Insights offers a distinctive solution in the insurance sector, delivering the critical agency insights necessary for informed decision-making. This innovative tool enables carriers to efficiently explore a variety of data points, yielding essential business and performance insights. By utilizing this resource, you can access agency information that is pivotal for forming strategic partnerships. Discover agencies that align with your specific business objectives and delve into your agency's download business to identify its strengths. Additionally, analyze your current partner agencies to uncover opportunities for growth and recognize potential challenges through unique data not readily available elsewhere. By leveraging these insights, you can drive expansion with both new and existing partners. Furthermore, our platform allows you to search for new agencies tailored to your market segment, business characteristics, policy specifics, geographical areas, and performance metrics. We also offer comprehensive monthly reports containing detailed agency information to keep you informed. This combination of features makes Ivans Insights an indispensable tool for agencies aiming to enhance their competitive edge in the insurance landscape.
Description
Clients love Partner Platform's Agency Management System (Partner XE), which is praised for its simplicity, breadth, and affordability. Partner Platform was built for agencies that care about community values and are tired of complex management systems. You'll find Partner Platform has a team that is reliable and shares your values as a partner.
You can easily manage the entire life cycle of your agency's client relationships, from pre-sales through servicing to renewal, in a unified system with sales and marketing, client policy, financial management, agency-branded app, integrated text messaging and data analytics, web solutions and integrations to third-party tools or industry partners.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Applied Rater
No
Formstack
No
Microsoft Outlook
No
Microsoft Word
No
PL Rating
No
RMail
No
Integrations
Applied Rater
Yes
Formstack
Yes
Microsoft Outlook
Yes
Microsoft Word
Yes
PL Rating
Yes
RMail
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Contact us for pricing
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
Yes
iPad App
Yes
Android App
Yes
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-insights/
Vendor Details
Company Name
Strategic Insurance Software, LLC
Founded
1995
Country
Columbus, OH
Website
www.sisware.com
Product Features
Product Features
Insurance Agency Management
Claims Management
Yes
Commission Management
Yes
Contact Management
Yes
Document Management
Yes
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
No
Insurance Policy
Cancellation Tracking
Yes
Claims Tracking
Yes
Policy Generation
Yes
Policy Issuance
No
Policy Processing
Yes
Quotes / Estimates
Yes
Rating Engine
No
Reinstatement Tracking
No
Reinsurance Administration
No
Renewal Management
Yes
Underwriting Management
No