How Do I Receive Policy Downloads to My Agency Management System?

IVANS offers a cloud-based data exchange solution that allows Openly to easily and efficiently exchange data with agencies directly into their Agency Management System (AMS).

Here's how to get set up:

  1. Add Openly's credentials to your AMS. The fact sheet attached below provides information needed to help update your Agency Management System (AMS), such as NAIC codes, a list of supported policy transactions, and Openly's credential information.
  2. If you encounter issues connecting your agency's management system to Openly's IVANS mailbox, please contact your AMS support team.

Complete this form to request policy downloads from Openly. Openly needs to establish a trading partnership with your agency to deliver policy data to your AMS.

Our Customer Experience Team cannot provide additional insight or troubleshooting. If the advice provided does not resolve your issue, please contact the administrator within your agency or your Openly Agency Success Manager for further assistance.

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