Ivans Exchange

Ivans Exchange

Summer 2024

Export a Single Transaction File 

Save time and minimize manual clicks by exporting a single transaction file to evaluate and troubleshoot data errors.

Ivans Exchange

Spring 2024

Search Mailbox by Agency Code

Search by agency code within your mailbox to quickly locate download files using that agency code, eliminating the need for multiple steps and clicks. This allows quicker response times and improves customer service when reviewing or troubleshooting download.

Ivans Exchange

Winter 2024

Carriers and Codes

Carriers and Codes in Ivans Exchange acts as a central hub for consolidating all carrier and agency codes information. Quickly find the key carrier and MGA information you need and filter details about specific agency codes such as carrier information, download history, and how the code was entered. 

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Ivans Exchange

Summer 2023

Search Download Across All Mailboxes

Search download transfer across all mailboxes, preview eDoc attachments directly from your web browser, and more. Watch this quick video to see the latest functionality.

Ivans Exchange

Summer 2023

Search by Agency Code

With the latest updates, carriers and MGAs can access single policy resend right from the new tab on the main dashboard, easily manage partnerships, search for agencies by code, and more!

Ivans Exchange

Spring 2023

Mailbox Search & Summary

No more sifting through files to find the policy you want. Now, you can search by policy number across all your mailboxes to quickly find the exact policy you’re looking for.

To eliminate confusion about the files in the mailbox, the mailbox summary now includes counts of files in each status (sent, received, available).

Ivans Exchange

Winter 2023

Mailbox Date Search

Users can set any date range they choose and if the data exists in the mailbox, the data will appear in the search results.

Ivans Exchange

Winter 2023

Partnerships and Codes

To prevent erroneous selection, mailboxes that should not be placed in trading partnerships are hidden from selection when adding or editing trading partnerships.

Ivans Exchange

Winter 2023

Bookroll Requests

Book roll issuing company search now includes all the NAIC codes we see in download.

Ivans Exchange

Winter 2023

Download transaction details

Improved visibility into the information sent in download files for easier troubleshooting. You can view details about Direct Bill Commission statements, eDocs, Claims in Ivans Exchange without having to export the file to your computer.

Ivans Exchange

Fall 2022

Improved workflow for adding partnerships and producer information

Improved user workflow for carriers to add trading partnerships within Ivans Exchange so that the agency can receive download from that carrier.

Ivans Exchange

Spring 2022

New Carrier Dashboards

Powered by Ivans Insights, these dashboards deliver actionable insights to carriers based on their download data transactions.

Ivans Exchange

Winter 2021

90-day search window

Now you can set up to a 90-day date range for searching the mailbox Inbox or Outbox.