Same-day agency connections
An agency can receive Frankenmuth transactions on its first day of writing business with the carrier.
Customer Story
New agencies fill out one online form, and their Ivans Download setup is ready the same day.
Challenge
Before the integration, onboarding a new agency at Frankenmuth Insurance and setting up its download was an entirely manual job. Staff entered the same agency data into several internal systems, then configured every download setting by hand. The workflow was slow and prone to errors.
The data entry itself took about an hour. Depending on staff availability, though, the full turnaround often stretched from several days to a week, and agencies ready to write business had to wait.
Headquarters
As an Applied Customer
Additional Info
Employees: 1,000+
Offices: 2
Solution
Frankenmuth built an automated integration between the agency database in Duck Creek, its partner’s distribution management system, and Applied. The aim was to remove duplicate data entry and connect agencies faster.
New agencies now complete an online onboarding form that sends their data straight to the Duck Creek Distribution Management System. From there, Applied creates the trading partnerships and activates Ivans Download with no internal touch points.
For existing agencies, the process is simpler still. Staff check a box in Duck Creek, and an API updates the agency’s setup in Applied right away, without a separate manual login.
Agency details entered once in Duck Creek reach Applied automatically, so new and existing agencies are ready to trade with Frankenmuth quickly.
An agency can receive Frankenmuth transactions on its first day of writing business with the carrier.
Because agency details are keyed in only once, each setup works correctly the first time it runs.
Staff who used to build setups by hand now put those hours into agency relationships and new opportunities.
Results
Setup time fell from an hour of manual work to less than 15 minutes, and the data-entry errors that came with rekeying are gone. Agencies now connect and receive transactions the same day they start business with Frankenmuth, instead of waiting days for processing.
Staff once tied up in administrative setup now spend that time building relationships and evaluating new opportunities. Agencies have noticed, too, and have commented on how painless the process is.
Looking ahead, Frankenmuth sees the integration as a self-service onboarding engine that positions it for faster growth and a stronger competitive standing when recruiting new independent agencies.
Ivans Blog
Ivans CTO Pat Forgione shares how one carrier leveraged Ivans Download and other technology to create a five-second policy download workflow.
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Webinar
In this webinar, Team Ivans and Resource Pro’s Meredith Barnes-Cook explore her research on integrating technology and how agents and carriers can work better together.
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Customer Story
See how Mercury Insurance moved off a proprietary system to Ivans Download and expects to free up about 4,000 staff hours a year.
Read the StoryTalk with our team about automating agency onboarding and Ivans Download setup between your core systems and Applied.