What is eDocs/Agency Download Service?
- The system translates the data into a shareable format across multiple agency systems.
- The policy data is synchronized between SECURA and the agency via updating the data on the agency’s system.
- Download Service streamlines the process using ACORD standards to drive agency efficiency and reduce E&O exposure. save time by eliminating the need to re-key data, as well as provide a faster workflow for your employees.
Common eDocs questions
How does it work?
Each night, SECURA transmits new or changed policy information to IVANS. This data is sorted and placed in your agency’s IVANS mailbox. The policy data is available for download into your management system the following day at approximately 8 a.m. CT (excluding Sunday and Monday).
Are there any costs involved?
There is no additional cost to our agents.
Will it work with my Agency Management System?
eDocs are available if your management system allows them and SECURA is certified with the management system. We are currently certified with most management systems, but not all. If you have questions about if eDocs can work with your management system, please contact Agency Tech Support.
Do I need to have an IVANS account to download?
Yes. You will need to have your IVANS Y account to access SECURA downloads.
What if I don’t have an IVANS Y account?
Contact SECURA Agency Tech Support and they can set up your account by registering your agency and creating an IVANS mailbox.
- Information to have ready: Agency Name, Address, Phone, Email Address, Producer Code/Agent Code, Agency Management System.
- Contact SECURA at 800-558-3405, option 6, or email at agencytechsupport@secura.net.
Do I need to do anything with my system?
Yes, contact your agency management system vendor to make sure your system is configured correctly to receive the eDocs download with SECURA. Be prepared to provide information about which carriers and lines of business you wish to download.
What lines of business are available for eDocs?
- Commercial Lines
- Farm Lines
- Agribusiness Lines
If I am having trouble, who do I call for support?
Your first level of assistance is your agency management system vendor. They will do troubleshooting. If they determine it is the IVANS service, they will conference in our customer support center and we will begin troubleshooting with you.
- SECURA Agency Tech Support: 800-558-3405; press 6 or AgencyTechSupport@secura.net
- IVANS Connection Team: 1-855-233-9128 or getconnected@ivansinsurance.com