Does carrier download update policies in your agency system automatically?

Carrier download brings policy and endorsement changes from the carrier straight into your AMS, so nobody types them in twice.

How to automate it

How to automate “process policy changes and endorsements”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

45 min

typically, every day

50%

of the time can be automated

Some setup

to set up

Fix 1 of 2

Software featureBest fix

Turn on carrier download so policy changes update the AMS automatically

Carrier download (through IVANS) brings policy, endorsement and billing changes straight into your agency management system, so staff stop rekeying what the carrier already processed.

Typically saves about 45% of the time2 h to set up

1Ask your AMS provider which of your carriers support download and turn it on for each.
2Map downloaded policies to the right clients once.
3Process changes on carrier portals and let the download update the AMS.
4Review the download exceptions list daily.

Tools: IVANS Download · Applied Epic · AMS360 · HawkSoft · EZLynx

Fix 2 of 2

Software feature

Give clients a portal and AI assistant for ID cards, policy documents and simple changes

Client portals and AI assistants answer the routine requests (ID cards, policy copies, payment links, how to report a claim) day and night and pass real coverage questions to staff.

Typically saves about 40% of the time2 h to set up

1List the requests you get most each week.
2Turn on your AMS client portal and app (Applied CSR24, Vertafore InsurLink, HawkSoft or EZLynx client center).
3Consider an AI texting or phone assistant built for agencies (for example EZLynx EVA) for after-hours requests.
4Keep coverage advice with licensed staff; set clear handoff rules.

Tools: Applied CSR24 · Vertafore InsurLink · EZLynx EVA · HawkSoft client center

Quick wins

Have you tried…

Does carrier download update policies in your agency system automatically?: Carrier download brings policy and endorsement changes from the carrier straight into your AMS, so nobody types them in twice.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Insurance Agent / Broker

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