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What is Ivans eServicing?

Handling inquiries about retail agent policies, billing, claims, and payments often demands significant dedication, particularly in larger organizations. Ivans eServicingâ„¢ optimizes these workflows, removing the need for manual processing of individual requests. Furthermore, retail agents gain instant access to answers directly within their management systems, which simplifies their responsibilities considerably. Our mission is to promote automation for all stakeholders, and Ivans eServicing creates a seamless link to the customer self-service platforms used by retail agents. This method greatly cuts down on the time spent on administrative tasks, which is essential as agents tend to favor MGAs that enhance their workflow efficiency. By providing quick access to critical information regarding policies, billing, claims, and payments, retail agents can stay focused within their systems without interruptions. Since the process of paying for insurance is rarely enjoyable, it is crucial to make it as simple as possible. Additionally, allowing insured customers to pay their premiums directly through the self-service portal of their retail agent not only improves convenience but also promotes a more efficient experience overall. This comprehensive approach ultimately fosters a more productive relationship between agents and their clients, leading to enhanced satisfaction and loyalty.

What is Decerto Agent Portal?

Decerto Agent Portal is an enterprise-grade insurance software solution that provides agents, brokers, and insurance organizations with a unified platform for managing sales, service, customer relationships, and operational activities. Designed as a 360-degree agent workplace, the platform consolidates critical insurance processes such as quoting, policy calculations, policy issuance, customer portfolio management, claims services, commissions, billing, renewals, and post-sale support into a single environment. Agents gain immediate access to real-time customer information, sales performance metrics, commission data, and operational KPIs, allowing them to work more efficiently and deliver better customer experiences. The platform’s modular structure includes six core components: Sales, 360 Customer View, 360 Agent View, Sales Dashboards, Post-Sale and Claims Services, and Commission & Billing Management. Workflow automation supports the entire policy lifecycle, from multi-carrier quoting and binding through renewals and ongoing service activities, reducing manual effort and minimizing operational errors. Built on a modern microservices architecture, the platform offers scalability, flexibility, and seamless integration with existing insurance ecosystems through REST and SOAP APIs. Cloud-ready deployment options, mobile-responsive interfaces, omnichannel support, and configurable business processes allow insurers to adapt the platform to evolving operational needs. Advanced security measures, including encrypted communications, secure authentication, Single Sign-On, OAuth2, OpenID Connect, and independent security audits, help safeguard customer and business data. Decerto Agent Portal also enhances agent satisfaction by simplifying daily tasks, improving access to information, and providing tools that support sales growth and customer retention.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Ivans

Date Founded

1983

Company Location

United States

Company Website

www.ivans.com/for-mgas/products/ivans-eservicing/

Company Facts

Organization Name

Decerto

Date Founded

2006

Company Location

United States

Company Website

www.decerto.com/us

Categories and Features

Categories and Features

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