Ivans Download vs. WorkSmart

Carriers and MGAs spend too much time managing one-off agent requests, printing and mailing policy documents, and fielding calls from agency partners looking for information they should already have. Ivans Download eliminates that overhead by automating the exchange of policy-related data directly into agency management systems the moment a transaction occurs, no manual intervention required.

WorkSmart® is a workflow automation and enterprise content management (ECM) solution designed by insurance professionals for insurance agencies. WorkSmart helps agencies eliminate Insurance Distribution Drag by automating workflows, improving visibility, and streamlining agency operations so the right work moves to the right person at the right time. Integrated enterprise content management capabilities keep documents organized and connected to business processes, helping agencies adapt faster, work smarter, and achieve greater Distribution Velocity.