IVANS is an automated service that allows SageSure to send information to your agency management system, improving workflows and general servicing capabilities.
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.
Transactions available via IVANS download from SageSure include:
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
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