There’s no getting around it…the world operates online and staying ahead of the curve is crucial to the success of most businesses. That’s why ivari offers you and your clients digital tools that help keep everyone connected. From policy sales and management through to claims processing, our online platforms offer enhanced efficiency and a positive user experience for all.

Enhanced user experience

All our digital tools and processes are designed to provide a more efficient, seamless, and user-friendly experience. These tools are intuitive, simplifying what were once complex and time-consuming processes, and integrate various platforms to ensure that both you and your clients can manage your needs effortlessly.

Increased accessibility and convenience

Business hours these days can be anytime…and anywhere. ivari’s online platforms provide 24/7 access to information and services for you and your clients – anywhere and anytime.

Online tools for you

• ivari 360: This fully integrated web-based platform covers the entire policy lifecycle, from illustration to application to delivery including conversions. ivari 360 simplifies how you do business by offering features like DocuSign for an easy signing option clients appreciate.
• webcappow: Provides you with quick access to client policy information, allowing you to efficiently address underwriting questions, check application status, and upload necessary documents that your client might need to review or sign.
• Secure Send Documents Tool: Allows clients to send documents securely and efficiently directly to ivari.

Online tools for your clients

• My ivari (Client portal): Provides clients with online access to their policy details, forms, change requests, and correspondence. 24/7 and on any device, anywhere.
• Online forms: User-friendly digital forms handle most client requests, including Contact Information Change, Change of Beneficiary, and Policy Service Applications. Once completed, forms are delivered seamlessly to ivari for processing.

Embracing these innovative, digital tools can provide increased efficiency and productivity for you and streamlined processes and accessibility for both you and your clients.

For more details, see Making it easier to do business with us online.