Synergist

Synergist

Synergist Express
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About

Ivans Distribution Platform is the solution that makes accessing your agency distribution channel easier, so you can market, quote, and bind more of the right commercial lines business. Plug into the largest network of retail agencies and technology partners to grow in-appetite submissions and expand into new distribution channels. By removing complexity from sales and distribution, Ivans Distribution Platform makes business more profitable for both you and your retail agency partners. Eliminate the need for one-off connections to manage and maintain commercial line point solutions. Save time and expenses by letting us do the work. Simply plug into Ivans Distribution Platform once to connect with every agency partner in our network. By providing agents with appetite information the moment they need to place their commercial risks, you will be able to receive more in-appetite submissions and improve your win-loss ratio.

About

As an agency grows, with information often stuck in people’s heads or spread across multiple systems, it’s easy to lose control, waste time and harm profits. Agency management software brings together everything you need to manage your projects, people, clients and financials in one place. Saving time, letting everyone see the information they need, and giving you real-time data to make informed decisions that power your agency’s performance and profitability. Intelligent agency management software brings all your operations into one place, giving you clear visibility of how your agency is performing, which areas are the most profitable and how well you’re using capacity. With clear insights into how profitable each project and client is, you can see where your areas of focus need to be, and where there’s room for improvement. Generating accurate quotes can eliminate under-quoting and over-delivering, while billing plans can ensure smooth regular payments.

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

Agencies wanting a solution to improve their digital quoting operations and simplify their sales and distribution

Audience

All-in-one agency management software for anyone

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

$19 per user per month
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

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

Company Information

Synergist Express
Founded: 2003
United Kingdom
www.synergist.co.uk

Alternatives

Alternatives

BQE CORE

BQE CORE

BQE Software
Scope

Scope

The Virtu Group

Categories

Categories

Job Costing Features

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Integrations

MYOB
QuickBooks Online
Sage 50
Xero

Integrations

MYOB
QuickBooks Online
Sage 50
Xero
Claim Ivans Distribution Platform and update features and information
Claim Ivans Distribution Platform and update features and information
Claim Synergist and update features and information
Claim Synergist and update features and information