Agency Management
This section answers some common questions regarding rewards + promotions, agency admin roles, and commissions.
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Attune Rewards
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Updating Agency Information
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Can my agency have specific contact emails?
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How do I add new users to my agency in the Attune Portal?
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How do I change my agency's address?
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How do I remove users from my agency?
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How do I request an Agent/Broker of Record (AOR/BOR) change?
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How do I update contact information for an existing account?
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What policy updates do we email to brokers?
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Can my agency have specific contact emails?
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Commission
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Ivans Download
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What is Ivans Download?
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How do I configure my agency management system to receive Ivans Download?
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Are there specific Agency Management Systems that can be used for Ivans Download?
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What lines of business are available for Download?
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How do I manage my Agency Downloads with Ivans Exchange Dashboards?
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If I am having trouble with my Download, whom do I call for support?
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Why didn't I receive an Ivans Download file today?
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What is the difference between Download, eDocs and Messages? Do eDocs &/or Messages overwrite my data?
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Can I get both the agent and insured copies of policy documents with eDocs &/or Messages?
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What happens when the Attune Policy Number has more than 25 characters?
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What will I see when I log into Ivans Exchange?
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Our agency receives Ivans downloads but do not know/unable to look up our Ivans ID (Y-Account). What should I do?
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What if I don’t have an Ivans Y Account?
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Do I need to have an Ivans account to download? Are there any costs involved?
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What is Ivans Download?