Introducing Ivans Download Integration with Monoline

Monoline logo icon
Monoline
  |  
October 25, 2024
No items found.
  |  
October 25, 2024

At Monoline, we’re always looking for ways to simplify and improve the experience for our agents and agency admins. Today, we’re excited to announce a major enhancement to the Monoline platform: Ivans Download integration. With this new functionality, Monoline becomes the only standalone personal umbrella wholesaler to offer seamless Ivans integration, giving our users the tools they need to manage policies faster and more accurately than ever before.

What Is Ivans Download?

Ivans Download™ is a cloud-based connectivity software that automates the exchange of policy-related information, allowing insurers to easily transfer data directly to agencies and MGAs. With this integration, policy information flows seamlessly into agency management systems, ensuring quick and accurate service for all parties involved.

A Feature Requested by Agents, Built for Agents

                   

Ivans Screenshot

         

When we consulted our Customer Council about their wishlist for our personal umbrella placement platform, Ivans Download integration was one of the top requests. We listened, and now, this sought-after feature is live and ready to use.Historically, entering policy details into Ivans required a manual, time-consuming process. But now, it’s easier than ever for agency admins to integrate their Monoline policies with just a few simple steps:

  1. Log in to your Agency Dashboard.
  2. Navigate to the Integrations tab and find the Ivans section.
  3. Click "Activate" and enter your Ivans Y-account code.
  4. Monoline will take care of the rest, completing the setup on our end. Within one business day, your information pipeline will be up and running!


Why This Matters: Save Time, Reduce Errors, and Increase Efficiency

With Ivans Download, agency admins no longer need to spend hours manually entering policy data. The integration ensures that information is shared accurately and efficiently, helping to reduce errors and save valuable time. It’s a small step that has already made a big difference, with early feedback highlighting significant time savings and enhanced data accuracy.


Monoline: A Unique Solution Among Personal Umbrella Wholesalers

We’re proud to be the only standalone personal umbrella wholesaler to integrate with Ivans Download. Our commitment to innovation and listening to our users has led to this development, and we’re thrilled to see the positive impact it’s having on agents and admins.This feature adds to the growing list of tools that make the Monoline platform intuitive, efficient, and enjoyable to use. From easy policy placement to seamless integration with agency management systems, we’re dedicated to helping our users do their best work with less hassle.


Ready to Get Started?

If you’re an agency admin, you can enable Ivans Download today by logging into your Monoline account and following the simple steps outlined above. Need assistance or have questions? Our team is here to help make the setup as smooth as possible.We’re excited to see how this new feature enhances your workflow. Thank you for being a valued part of the Monoline community!

Read more articles

Testimonial

What Our Customers Are Saying About Monoline

At Monoline, we believe our success is best reflected in the voices of the agents and account executives who use our platform every day.

Monoline logo icon
Monoline
  |  
January 8, 2025
No items found.
  |  
January 8, 2025
Napa Trip

Celebrating Our First Annual Monoline Offsite in Napa Valley

As a fully remote company, moments of in-person connection are deeply cherished. December 4-6, 2024, the Monoline team came together for our first-ever annual offsite in Napa Valley.

Monoline logo icon
  |  
December 6, 2024
Nina McVicker
  |  
December 6, 2024

Partner Spotlight: Brandon Cox, Mizzona Insurance

Brandon Cox, owner of Cox Insurance Services, is an exceptional partner. Warm, personable, and a true advocate for his clients, Brandon has been a Monoline supporter from the very beginning, helping introduce others to the platform and embracing its flexibility and innovation.

Monoline logo icon
Monoline
  |  
February 27, 2025
No items found.
  |  
February 27, 2025