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Strengthen agent relationships with book-of-business insights
See how much of each agency’s book is yours, by product and by geography, and where that share grows.
For carriers
Grow submissions, retention and premium by being easy to work with
Agents compare carriers based on their effort and how easy they make it to do business with them. How you show up using technology and embedded in your agency’s workflows across appetite, quoting and policy delivery sets you apart.
Consistency is what turns an easy process into a preferred market
Agencies are demanding morefrom their carrier partners, and a simple quoting process outranked commission as a placement driver by nearly 2 to 1.
Where agents feel the difference
Give agents quicker access to the right markets and more relevant support, so they can serve their clients with confidence.
Create frictionless commercial submission intake workflows
One front door takes every submission, and each arrives structured because it was digitized on entry.
Quote commercial business within the agency management system
Let agents submit risk details and receive quotes directly within their existing management system workflow, so they can keep business moving without switching systems.
Deliver policy details instantly for best client experience
Policy and claims updates land in the agency’s own system overnight, so nobody has to call you.
What both sides say
Frequently asked about claims connectivity
What makes a carrier easy for an independent agency to do business with is settled before a submission is sent: whether your appetite is findable, whether a quote comes back quickly, and whether policy data arrives on its own.
The 2026 Agency-Carrier Connection Report is specific: 90% of agents have reduced business with a carrier because the process was too hard.
For most agents, yes. Asked to name their top three reasons for placing business, respondents to the 2026 Agency-Carrier Connection Report put a simple quoting process at 60% and commission paid at 32%, nearly two to one.
Product still came first, at 65%. Commission hasn’t stopped mattering, but it no longer compensates for a submission that stalls.
Without re-keying, in both directions. In the 2026 Agency-Carrier Connection Report, 74% of agents named re-keying as their top workflow pain point, and 98% re-enter data that already sits in their management system.
The return leg matters just as much. Policy download is the capability they rank first, and 412 million downloads moved through Ivans Exchange in 2025.
Commercial submission automation, for the second year running. In the 2026 Agency-Carrier Connection Report it topped the list at 79%, ahead of real-time upload into the agency system at 61% and claims loss-run delivery at 44%.
Commercial-heavy agencies feel it hardest. They re-key on more than 70% of transactions, and 49% now send submissions by email.
More on agency connectivity
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Blog
Fixing Submission Quality at Scale
Inconsistent submissions slow everyone down. Here's how carriers can align appetite, intake, and agency expectations to change that.
Read Now -
Report
2026 Carrier-Agency Connection Report
Nine years of data. One clear conclusion: the gap between what agents need and what carriers deliver has a price tag. Download the 2026 report.
Read Now
Ease of doing business sets you apart
Start with one line of business and one connection, then widen it once agents notice.