+
+

Related Products

  • BYDFi
    5,934 Ratings
    Visit Website
  • TE Recruit
    639 Ratings
    Visit Website
  • Summ
    842 Ratings
    Visit Website
  • Coevera
    752 Ratings
    Visit Website
  • Act!
    554 Ratings
    Visit Website
  • FAMCare Human Services
    25 Ratings
    Visit Website
  • GoAnywhere MFT
    693 Ratings
    Visit Website
  • AuthorityTech
    2 Ratings
    Visit Website
  • Pipedrive
    10,536 Ratings
    Visit Website
  • Muzaic
    2 Ratings
    Visit Website

About

Ivans Exchange lets you manage all of your agency download requests in one spot. Plus, use the application’s data-driven insights to evaluate current agency adoption and develop a game plan for optimizing future download connection opportunities. In addition to immediate time savings, Ivans Exchange helps you strengthen relationships with your agency partners and make better business decisions to drive growth. Give the timely, exceptional service that your agency partners are looking for. Ivans Exchange is a quick way to save time for both you and your industry partners, removing friction from your relationships and making the industry better along the way. Let data help you make the best decisions for your business. Ivans Exchange provides you with data insights on agency feedback and download quality that will help you build a roadmap to better connect with the lines that agents are demanding the most.

About

NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies. • Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships • Marketing tools with email campaigns, drip marketing, and texts • Automated insurance agency workflows • Business analytics, dashboards, and reporting for agency performance and pipeline management • Compliance and disclosure tools with e-signatures and required insurance documentation • Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management • Easy to customize for how your insurance agency works • Top-rated support • Free Android and iPhone apps • Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract required

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

Insurers wanting a tool to stay up to date on their current agency download connections and requests

Audience

Health, senior and life insurance agencies, large and small

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

$85 per seat per month
$85 per seat per month for the core platform.
$120 per agency per month for the optional commissions module.
Save 17% with annual subscription (two months free)
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-carriers/products/ivans-exchange/

Company Information

Take44, Inc.
Founded: 2015
United States
nextagency.com

Alternatives

Alternatives

AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
InsuraCRM

InsuraCRM

Damco Solutions

Categories

Categories

Insurance Agency Management Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier

Integrations

BerniePortal
Ease
Employee Navigator
Gmail
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier
Claim Ivans Exchange and update features and information
Claim Ivans Exchange and update features and information
Claim NextAgency for Health & Life Insurance and update features and information
Claim NextAgency for Health & Life Insurance and update features and information