Connect your Agency Management System and SageSure via IVANS

What is IVANS Download?

IVANS is an automated service that allows SageSure to send information to your agency management system, improving workflows and general servicing capabilities.

How does IVANS download work?

SageSure transmits transactional (event-driven) changes made by your agency to our service-provider, IVANS (ex: an endorsement made to a policy). The data is aggregated and sent to your IVANS mailbox each night at which point the data is available for your management system and you to access.

What transaction types are available via IVANS download?

Transactions available via IVANS download from SageSure include:

Renewals
Reinstatements
Endorsements
Canceled Policies
New Business

Frequently Asked Questions

Are there any costs involved?
No!  There is no additional cost to the agent.

Do I need to have an IVANS account to download?
Yes.  You will need to have your IVANS Y Account # to access SageSure’s Download.

What transactions are available for download?
Renewals, Reinstatements, Endorsements, Cancelations and New Business

Are there specific Agency Management Systems that can be used?
IVANS Transfer Manager is integrated with more than 40 agency management systems.  Click here to view a list of available systems.

Do I need to do anything in my system?
Yes.  Contact your agency management system vendor to make sure your system is configured correctly to receive  download with SageSure. Be prepared to provide information about which carriers and lines of business you want to download.

If I am having trouble with my download, who do I call for support?
Your first level of assistance is your agency management system vendor.  They will troubleshoot and determine if IVANS customer support center needs to be contacted.

When calling, you may need the following information:

IVANS Account = INCG
IVANS User ID = INCG001
IVANS Mailbox = INCG.INCG001
Origination Address = BOI208ICG

If you need additional support please contact:

IVANS Connection Team:    (800) 766-2245

SageSure Policy Services:  (877) 304-4785

What makes us different?

  • Our expertise
    Our expertise

    We don’t just accept business in challenged markets; we’re built for it. We plan for it. We specialize in it.

  • Our products
    Our products

    Multiple product options, a fast quoting platform, and a commitment to excellent customer service means getting what you need easier and faster, saving you time and effort.

  • Our commitment
    Our commitment

    Our unique multi-carrier platform ensures continuous capacity and long-term financial stability, so you can be sure with SageSure.

Have Questions?

If you’d like more assistance in determining if IVANs is right for your business, you can contact:

SageSure Policy Services

(877) 304-4785 marketing@SageSure.com