As we head into summer, extreme weather events like forest fires, floods, hurricanes and tornadoes are expected. Emergencies can happen at a moment’s notice, so what can you do to help prepare your agency to continue servicing clients during an emergency?
Ivans Download is an essential tool for disaster preparedness. It sends policy, claims, and other data directly from carriers to your agency management system, ensuring that the most up-to-date information is instantly available when you need it most.
Here are some key benefits of using Ivans Download™ during a disaster:
Easy Data Access: You need to access important policy information during emergencies. Ivans Download allows you to instantly access policy and claims information – at the client and policy level – to provide timely and effective customer service.
With eDocs and Messages, detailed messages and attachments are directly transmitted from carriers to your agency management system. This streamlined process enhances efficiency by providing accurate and timely updates essential for effective agency operations and client service management.
Automation and Efficiency: Every minute counts during a crisis. Ivans Download reduces the time spent re-keying data and processing requests, while also decreasing reliance on paper-based communications and other outdated processes.
Did you know Ivans stores data sent from carriers in Ivans Exchange™? So, if you can’t access your management system because of an emergency, they can resend it once you’re back online. Watch this video to see a Policy Resend in action!
Data Security: Ivans Download ensures the secure transfer of sensitive information between you and your carrier partners, even during disasters. This helps you maintain trust with clients and remain compliant.
Delivering exceptional customer service is vital for an agency’s success. The ability to assist customers anytime, anywhere – even during challenging times – builds loyalty and encourages organic growth. Ivans is proud to partner with you to ensure fundamental operations like policy management, claims processing, and data security can continue during and after a disaster.