Softwr

Insurance · head to head

InsuredMine vs Ivans

InsuredMine logo

InsuredMine

Insurance

Sales pipeline and client engagement layer that sits on top of an agency management system

From
On request
Rated
-
Full reviewWebsite
Ivans logo

Ivans

Insurance

Carrier to agency data exchange infrastructure that sits under most US insurance agency management systems

From
On request
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: InsuredMine integration depth varies by agency management system, so capability demonstrated on one platform may not exist on yours and must be tested against live data before purchase.; Ivans applied Systems owns both Ivans and competing agency management systems, so the neutral infrastructure that every AMS depends on is controlled by one of the AMS vendors, a conflict that rival vendors have complained about for years.
  • They diverge on capability: InsuredMine covers Agency management system sync, Ivans covers Ivans Download.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which InsuredMine and Ivans actually diverge.

Attributes where InsuredMine and Ivans differ
AttributeInsuredMineIvans
PlatformsWeb, iOS, AndroidWeb

Identical on both: starting price (On request), pricing model (quote), free tier (No), user rating (Not yet rated), category (Insurance).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in InsuredMine

  • Agency management system sync
  • Sales pipelines
  • Automated campaigns
  • Client portal and mobile app
  • Renewal and X-date tracking
  • Producer analytics

Only in Ivans

  • Ivans Download
  • Ivans Exchange
  • Ivans Distribution
  • Market Appetite
  • Download analytics for carriers
  • Commission download

What people use each for

The jobs each tool is most often brought in to do.

InsuredMine

  • An agency tracking new business pipeline and cross-sell that the agency management system does not report onnot Ivans
  • A commercial agency managing prospect expiry dates alongside the in-force booknot Ivans
  • An agency running renewal and birthday campaigns without exporting lists to a separate email toolnot Ivans
  • A principal who wants producer activity reporting the agency management system cannot producenot Ivans

Ivans

  • An agency evaluating a new management system that needs to confirm, carrier by carrier and line by line, which data will actually download before it signsnot InsuredMine
  • A carrier launching a new line that wants agency systems to receive policy data automatically rather than by rekeying from a portalnot InsuredMine
  • An MGA that wants its book visible to retail agencies in the same download flow as admitted carriersnot InsuredMine
  • An agency operations lead auditing why commission reconciliation keeps failing, which usually turns out to be a missing or misconfigured download connectionnot InsuredMine

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

InsuredMine

  • Integration depth varies by agency management system, so capability demonstrated on one platform may not exist on yours and must be tested against live data before purchase.
  • It adds a second place where client data lives, and when the sync disagrees with the agency management system staff have to know which one to trust.
  • It cannot repair poor data hygiene in the underlying system; duplicate clients and missing expiry dates simply propagate into the pipeline.
  • Pricing is per user, so agencies with many part-time or service-only staff pay for seats that generate no pipeline activity.
  • It depends on continued integration access to systems built by Applied and Vertafore, both of whom sell competing sales and marketing modules, which is a strategic dependency outside the vendor control.

Ivans

  • Applied Systems owns both Ivans and competing agency management systems, so the neutral infrastructure that every AMS depends on is controlled by one of the AMS vendors, a conflict that rival vendors have complained about for years.
  • Download coverage is decided by carriers, not by Ivans or your AMS, so a carrier that does not publish a line simply does not download it and no amount of configuration in your system will fix it.
  • Eligibility requires that you are appointed and writing the line in that state, meaning newly appointed agencies wait on carrier-side setup with little visibility into where the request sits.
  • Data quality varies sharply by carrier, and agencies routinely find that some carriers send incomplete or oddly mapped policy data that then has to be cleaned inside the AMS, undermining the point of automating it.
  • Pricing is opaque and largely invisible to agencies because it is bundled into AMS and carrier agreements, which makes it impossible to judge what the network actually costs your business or to negotiate it.

Pricing, plan by plan

InsuredMine

On request
  • InsuredMine$undefined/year
    • Pipeline and CRM
    • Agency management system integration
    • Campaign automation

Ivans

On request
  • Ivans$undefined/year
    • Ivans Exchange is provided to agencies at no additional charge, with a possible fee for Citizens of Florida business
    • Carrier and MGA participation, Ivans Distribution and appetite products are quoted
    • Pricing is generally embedded in the agency management system or carrier agreement rather than billed separately to the agency

Which should you pick?

Choose InsuredMine if

  • You need agency management system sync.
  • You work on Web, iOS, Android.
  • You also want sales pipelines.
InsuredMine review

Choose Ivans if

  • You need ivans download.
  • You also want ivans exchange.
Ivans review

Questions people ask

Is InsuredMine or Ivans better?
Neither clearly leads. InsuredMine starts at On request and Ivans at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, InsuredMine or Ivans?
InsuredMine starts at On request and Ivans at On request.
Does InsuredMine or Ivans run on more platforms?
InsuredMine runs on Web, iOS, Android. Ivans runs on Web.
What is InsuredMine best used for?
InsuredMine is most often used for an agency tracking new business pipeline and cross-sell that the agency management system does not report on, a commercial agency managing prospect expiry dates alongside the in-force book, an agency running renewal and birthday campaigns without exporting lists to a separate email tool, a principal who wants producer activity reporting the agency management system cannot produce. Of those, an agency tracking new business pipeline and cross-sell that the agency management system does not report on and a commercial agency managing prospect expiry dates alongside the in-force book are not what Ivans is typically brought in for.
What can InsuredMine do that Ivans cannot?
InsuredMine covers Agency management system sync, Sales pipelines, Automated campaigns, Client portal and mobile app. Ivans covers Ivans Download, Ivans Exchange, Ivans Distribution, Market Appetite.

Answered from the vendors’ own pages

InsuredMine: Does it replace our agency management system?

No, and it does not try to. Policy history and carrier download stay in the agency management system; InsuredMine adds the sales and engagement layer on top.

Ivans: Do agencies pay for Ivans?

Ivans Exchange is provided to agencies at no additional cost, with a noted exception for business written with Citizens of Florida. The economics sit with carriers and with the agency management system vendors.

InsuredMine: Which agency management systems does it work with best?

It connects to Applied Epic, AMS360, EZLynx and HawkSoft, but the depth of each connection differs. Insist on a trial against your own system before committing.

Ivans: Why is a carrier not downloading?

Almost always eligibility or carrier-side publication: you must be appointed and writing that line in that state, and the carrier must publish that line for download. Check the connection status in Ivans Exchange first.

InsuredMine: Is it worth it for a small agency?

If pipeline and renewal follow-up currently live in spreadsheets, usually yes. If your agency management system already reports adequately on those, the overlap is larger than the gain.

Ivans: Is Ivans owned by Applied Systems?

Yes. That matters because Applied also sells Applied Epic and EZLynx, so a competing AMS depends on infrastructure run by a competitor.

Ivans: Can you switch AMS and keep your downloads?

Connections have to be re-pointed to the new system, which is a per-carrier request through Ivans Exchange and is a common source of migration delay.

Share

Related pages

More on InsuredMine

More on Ivans

Keep looking

Other head to heads