Configure Download Managers
Part of the download process from is to retrieve the files that contain the information directly from the company.
IVANS Transfer Manager
IVANS is a third-party company that manages the electronic connection between insurance agencies and the carriers from whom they download policy information. This is the primary method for companies to deliver download files to your agency.
When you request to initiate download with a carrier that does not have their own software system, the company will ask if you have an IVANS account. If you do not yet have an account set up, the carrier will set one up for you. Once the account is set up, the carrier will provide you with an IVANS Y-Account number and User ID. Record this information and keep it handy for other carriers. When you initiate download with future carriers, you will provide them with the Y-Account number and User ID of your IVANS account.
IVANS Transfer Manager
IVANS Transfer Manager is a program that will sit on your master machine. This facilitates the download of the files from the company to your office. Agency Systems Support will complete this install and configuration for your office.
Alternative Download Managers
There are a handful of companies that provide their own applications to download your files. Some examples are Progressive, Erie, Mercury, State Auto, and Auto-Owners. These are compatible with Agency Systems. The companies will provide support for their applications and will help you facilitate the setup. The main items that the company will need is the management system name, and the download path. For most offices this path will be the s:\empire\download. Please contact support if this exact path is not available for your setup. We will help validate the correct location for the files.
Progressive utilizes it's own program to get the download files to your office. You will want to request download to be initiated from the Progressive Download Department. After you have spoken to Progressive, in about 48 hours in your ForAgentsOnly Portal under Manage Polices a section for download will appear. This is where you may download and install the Progressive Downloader Plus. Progressive will be your best resource for install and configuration questions.
Erie utilizes it's own program called DSPro. An initial load is available, however it must be scheduled in advance.
Contact Erie's download department to discuss the download process, and ordering an initial load.
Mercury utilizes it's own program called Mercury Downloader. You will want to request download to be initiated from Mercury's Download Department. Mercury will be your best resource to install and configuration questions.
Team-Up download is an alternative download manager to IVANS. There are a handful of companies that utilize this method. Most prevalent is State Auto and Auto-Owners. When you request download to be initiated with a company that uses Team-Up, they will send you an email with install instructions. The company will be your best resource to install and configuration questions.