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About

Off-the-shelf life, annuity & final expense insurance products are built-in and ready to launch. Including products with unit funds and a wide array of investment crediting rules. Complete support for bulk file transactions as well as portals for plan administrator and participant self-service. We've transformed clients with complex annuity products, and data migration in 6 months. No need for cloud architects, advanced CI/CD expertise, and little involvement from your IT staff. Consistent product launches and ROI keep you focused on innovating ahead of the competition. Consolidate end-to-end management of your agency, commissions, compensation, and claims with our modular approach to policy administration system implementation.

About

Responding to retail agent policy, billing, claims, and payment inquiries can be a full-time job, if not multiple, depending on the size of your business. Ivans eServicing™ automates these workflows, ditching the need to respond to one-off requests. Even better, your retail agents get your answers directly in their management systems so you can make their jobs easier, too. And because we aim to automate processes between all stakeholders, Ivans eServicing connects you to retail agents’ customer self-service portals. Less time working on administrative tasks. It’s proven that agents are more likely to work with MGAs that make their work easier. Give quick access to policy, billing, claims, and payment information so retail agents never have to leave their systems. Nobody particularly enjoys paying for insurance, so let’s make it easy at least. Allow insureds to pay their premiums directly from their retail agent’s self-service portal.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for an easy to implement policy administration software that's packed with modern features and ready to go to work

Audience

Retail agencies in search of a tool to automate and optimize ther workflows

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Equisoft
Founded: 1994
Canada
www.equisoft.com/products/policy-administration-system-manage

Company Information

Ivans
Founded: 1983
United States
www.ivans.com/for-mgas/products/ivans-eservicing/

Alternatives

Alternatives

InsurancePlus Software Series

InsurancePlus Software Series

United Systems and Software
ForeSight

ForeSight

Insurance Technologies

Categories

Categories

Integrations

Equisoft/centralize
Equisoft/connect
Equisoft/illustrate
LexisNexis Active Insights
Milliman

Integrations

Equisoft/centralize
Equisoft/connect
Equisoft/illustrate
LexisNexis Active Insights
Milliman
Claim Equisoft/manage and update features and information
Claim Equisoft/manage and update features and information
Claim Ivans eServicing and update features and information
Claim Ivans eServicing and update features and information