Ivans Distribution Platform offers in-product dashboards for clients to better understand trends and growth opportunities. View appetite and submission trends across all of your agency system partners. In addition to the value of connecting once, you can also view trends across your industry partners from one dashboard.
Digital submission is when an agent submits a risk that cannot be straight-through processed. These submissions are typically form-based, complex and require a response from the underwriter. Ivans Distribution Platform can support the information going to the right person within underwriting to complete the process.
Digital Submission
The agent can view the quoted submissions, select their chosen company, and finish the binding process on their website.
The agent receives the response.
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Based on lines of business and region, appetite and eligibility are checked.
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Supporting a Digital Submission Workfow
Companies using Ivans Distribution Platform control the status of the submitted quote information sent back through Ivans to the agency’s quoting system: Under Review, More Information Needed, Declined, or Quoted.
The submission is translated to the company’s API for the company to respond to.
Ivans receives the submission.
Carrier/MGA responds to the submission in one of three ways.
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The policy is bound, and then…
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Ask Kodiak supports Ivans Distribution Platform quotes and over 77 companies' appetite information via its API, including these partners to the right – giving broad product placement for all Ask Kodiak users.
which feed into Ivans Distribution Platform, so agents get an accurate list of companies willing to quote their risk, and companies self-serve changes to their appetite as needed.
, carriers and MGAs manage their appetite details,
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Based on integration type, agents complete any additional questions needed to submit to in-appetite companies
Question set completed for in-appetite companies.
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Quotewell and Mylo, just to name a few. Carriers and MGAs using Ivans Distribution Platform have access to all our partners, enabling them to expand distribution with faster go-to-market and less development build time.
, Tarmika,
®
, Applied Epic
®
Ivans Distribution Platform partners include EZLynx
Agent starts a quote within their preferred quoting solution
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How does it work? Let’s take a look.
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It may look slightly different since each partner has unique workflows. However, working with Ivans Distribution Platform opens the door to more submissions easily.
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Direct Quote
Direct Connect is when an agent connects directly with a company’s website or portal to submit a risk and bridge outside their current application to see the quote. These submissions may or may not require human underwriting intervention, depending on the type of risk.
1. Instant Quote
When an agent submits a risk requiring underwriter review before processing. These submissions are typically automated through API, allowing the agent to submit and receive an indicative or bindable quote. A bindable quote is a final quote that includes all the terms and conditions of the policy and can be accepted and bound by the agent without further underwriting. This flow allows the agent to receive a quote and then bind the policy, confident the rate will stay the same. Many companies provide bindable quotes through their API for a better agent experience.
Instant Quote is when an agent submits a risk that does not require underwriter review before processing. These submissions are typically automated through API, allowing the agent to submit and receive an indicative or bindable quote. Many companies provide bindable quotes through their API for a better agent experience. This flow allows the agent to receive a quote and then bind the policy, confident the rate will stay the same.
Instant Quote
Direct Connect
Direct Connect is when an agent connects directly with a company’s website or portal to submit a risk and bridge outside their current application to see the quote. These submissions may or may not require human underwriting intervention, depending on the type of risk.
Digital Submission
Digital submission is when an agent submits a risk that cannot be straight-through processed. These submissions are typically form-based, complex and require a response from the underwriter. Ivans Distribution Platform can support the information going to the right person within underwriting to complete the process.
Those companies using Ivans Download can then send policy data and eDocs directly to their agency’s management system to support ongoing account service.
Ivans Distribution Platform offers in-product dashboards for clients to better understand trends and growth opportunities. View appetite and submission trends across all of your agency system partners. In addition to the value of connecting once, you can also view trends across your industry partners from one dashboard.
Those companies using Ivans Download can then send policy data and eDocs directly to their agency’s management system to support ongoing account service.
TM
is the place for insurance companies to provide digital quoting
for commercial lines to their agency partners. And that’s not all! When you connect to the platform, you’re also unlocking access to a world-class appetite tool and several leading distribution partners to maximize your product placement within the independent agency channel.
Those companies using Ivans Download can then send policy data and eDocs directly to their agency’s management system to support ongoing account service.