Summary

A more efficient and effective agency

Boyd Insurance Agency is a team of five managing $9 million in premium. Manual data entry and constant visits to individual carrier websites were holding back its goals of sustainability and growth. Today, Ivans Download brings policy data, claims, and commissions from carriers directly into the agency’s Applied Epic workflow. 

Last year alone, Boyd processed 8,600 eDocs and iMessages through Ivans Download, each one a touchpoint the team once handled by hand. With system data matching the carrier’s records, the agency carries less E&O exposure. CSRs spend more of their day talking with clients, and those conversations often lead to new revenue, such as adding coverage for valuables.