Manage HR Magazine | Tuesday, January 24, 2023
NEXT integrates with Ivans Download to streamline policy data exchange with its insurance agents to provide better services to its small business clients.
FREMONT, CA: "NEXT was built on the premise that technology can provide a seamless experience for small businesses, and agents play a key role in helping our customers get the coverage they need," said Jack Ramsey, VP of Agency Business at NEXT Insurance. "Reaffirming our commitment to agents, we strive to ensure their experience is just as easy and efficient as it is for our customers. NEXT's Ivans Download integration is a natural progression towards achieving that goal."
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One of the leading digital insurtech companies for small businesses, NEXT Insurance, revealed its integration with Ivans Download to streamline General Liability and Workers' Compensation policies. NEXT and its agents can access and exchange policy data to advance its goal of simplifying operations for its small business clients. NEXT Insurance, a prominent digital insurtech specializing in small business insurance, has recently unveiled its integration with Ivans Download™, focusing on General Liability and Workers' Compensation policies. This integration facilitates a smooth exchange of policy data between NEXT and its appointed agents, underscoring the company's commitment to streamlining processes for agents and the small businesses they serve. A key feature of NEXT's integration is the provision of hourly access to policy changes, granting agents the flexibility to download policies into their Agency Management System as and when required.
Ivans Download is a comprehensive platform automating the exchange of policy information between carriers, MGAs, and their agent partners. Through this integration, NEXT sends all relevant data directly to the agents' Ivans Exchange account, including customer information, limits, coverages, new policy sales, cancellations, reinstatements, premium changes, and more. This seamless process ensures an effortless and efficient experience for the agent partners. Agents utilizing agency management systems with real-time delivery capabilities can now receive updates every hour. Once configured within their agency management system, the accounts will be automatically updated, eliminating any manual data input or processing of bound policies.
"NEXT's integration with Ivans Download will simplify and expedite my job as an agent," said Melanie Torres. "Receiving hourly updates whenever there is a policy change will save me hours of manual administrative work, giving me the time and tools I need to better serve more small business customers through NEXT's platform. NEXT's willingness to meet agents where they are and integrate into our existing workflows shows they understand the fundamental value agents bring to the table."
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