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LEARNING CENTER
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Welcome to our Learning Center! Your go‑to hub for growing, exploring, and getting the answers you need. Here, you’ll find a curated collection of on‑demand course recordings, insightful blog‑style sources, and a clear, easy‑to-navigate FAQ section. Whether you’re diving into a full lesson, looking for quick tips, or searching for answers to common questions, this is the place to learn at your own pace.
ON DEMAND WEBINARS
COURSES
Storytelling With ACORDS
Turning 125/126/140 Into Your Competitive Edge. In the world of E&S insurance, the art of storytelling is more than a soft skill, it’s a competitive advantage. The clarity and completeness of the story you tell through your ACORD forms can dramatically impact how fast a submission gets quoted and how competitively it can be priced. The following will take a deeper dive into how to use ACORD forms not just as paperwork, but as storytelling tools. OBJECTIVES Understand how stor
6 min read
The Anatomy of Winning a Submission
Build stronger submissions. Get faster quotes. In the E&S market, submission quality drives everything. Unlike the standard market, where underwriting can be largely formula‑driven, E&S underwriting relies on context, clarity, and completeness. Strong submissions help underwriters understand the risk quickly, reduce back‑and‑forth, and often lead to faster indications, more accurate pricing, and smoother binds. Below will show you exactly what a “GREAT” submission looks like,
4 min read
USLI Instant Phone Quote Webinar
Interested in learning more about how to get quotes in just a few minutes? Watch the recording below about how to best utilize USLI's Instant Phone Quote System and learn more about how they generate quotes and fill out the app for you!
1 min read
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FAQs
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Each night, Chris-Leef transmits new or updated policy data to IVANS. This information is sorted and placed in your agency's IVANS mailbox. The policy data will be available for download into your agency management system the next morning.
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.
Yes. You will need to have your IVANS Y-Account and IVANs UserID/Mailbox to access IVANS Download.
Chris-Leef will start out with policy download for General Liability lines of business. We will add other lines in the coming months, beginning with Homeowner and Dwelling.
Not at this time. After we complete the project to download our first four lines of business, we’ll assess our next steps.
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.
AMERICAN MODERN DOWNLOAD
AEGIS DOWNLOAD
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.
No. There is no cost to you to enroll in IVANS Download. This is a value-added service Chris-Leef offers our customers.
No. You may elect to receive personal lines only, commercial lines only or download for all policy types. You are unable to pick and choose specific policies within the downloading code.
No. We will not be sending an initial policy load. You will begin receiving policies as we issue a policy transaction.
The most common reason will be there was no activity with Chris-Leef. Watch for the emails we send when the policy or mid/post term transactions are delivered. This will signal that a download transaction should follow the next morning.
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.
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