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IVANS Download with Chris-Leef

Frequently Asked Questions
Sign Up for Policy Download with Chris-Leef
Download Configuration
Carrier NAIC List
Frequently Asked Questions
Sign up for Download of Direct Bill policies from Aegis & American Modern
1. Complete the registration form for Chris-Leef Download HERE.
2. Configure your agency management system to receive IVANS Download from Chris-Leef per the information we provide on the Download Configuration page.
3. Load the NAIC List we provided, being sure to use the codes as they are shown on the list. 4. If required by your management system, load the GL Coverage codes provided on the Download Configuration page.
All of the details you will need to configure your system are provided on the Download Configuration page. Please refer to your agency management system recommended setup when configuring download for a brokerage entity and how you should manage the parent company/writing company configuration.
You will receive download directly from Chris-Leef. This will include data for all carriers that we place business with for the lines of business we have activated for download. Please refer to the Carrier NAIC list we provide because you will need to set up the list of carriers in your system. We recommend you only set up the carriers you currently have business with and add carriers as needed.There are a couple of exceptions to this. American Modern, Aegis Security and RLI Insurance all write business through a sub-producer appointment. We do not have policy information in our system from these carriers so we are unable to download these policies to you. However, both American Modern and Aegis do offer download to sub-producers.
The intent of policy data download is to update your agency management system (AMS) with a current version of the policy every time that policy materially changes. Regardless of the business transaction occurring (new business, policy change, etc.,) a full download version of the policy is provided when each transaction occurs. That download will include much of the data that would be displayed on the Declaration page and coverage decs, so by design it will overwrite what is stored in those fields within the AMS with the data provided in the download. It is possible that the download would wipe out data if your agency is repurposing fields on the screens within your AMS. Fields that we do not populate in our download should not be wiped out in this process. Best practice would be to review the download for a few of your policies so you can see what impact it may have on your existing system. If you find areas where data is being wiped out, it’s helpful to share that information with us so we can determine whether there is anything we can change that would improve your download experience.
If you are not able to access IVANS Exchange and can’t find your IVANS ID (Y-Account), you should contact the IVANS Connections Team at: getconnected@ivansinsurance.com. You should include the following information in your email: agency name, contact name, contact email, contact phone number, and your agency management system vendor. A representative from the IVANS Connections team will contact you and walk you through the IVANS Exchange registration process and help you find your IVANS ID (Y-Account).
Your first level of assistance is your agency management system vendor. They will handle any troubleshooting. If they determine the issue is with IVANS, they will conference in the IVANS customer service center and begin troubleshooting with you. IVANS Connection Team: 1-855-233-9128 or getconnected@ivansinsurance.com.