Connections

The Connections Report provides your brokerage with a visual presentation of your brokerage download options by insurer. This report shows all inactive download connections that are available to your brokerage includes eDocs & Messages. This content presented on this tab is informational only, and any selections made will not alter your current download.

If activity on a line of business has stopped for a period of 12 months, the connection status changes from DL (Downloading) to SC (Agency Management System Configured).

The items across the top of the chart represent the available lines of business available. 

Your insurer partners that download  are listed down the left. These display ten per page. To see any insurers beyond the first ten, click the arrows at the bottom of the screen to scroll through the chart.

Insurer partners whose names are underlined indicates that the insurer has provided contact information. Click on the insurer’s name to display their contact card. The Interface Contacts tab contains contact information and brief insurer-provided notes about the contact. The icon indicates the preferred contact method for the contact. Clicking the dropdown menu positioned directly beneath the insurer's name allows you to navigate through the contact categories, if more than one category was provided.

Note: Each insurer is responsible for providing all of interface contact information. All questions or concerns about this information should be directed to the insurer.

To export the information to a Microsoft Excel document, click the Export dropdown arrow and select Connections.

• Cells marked with DL indicate lines of business you are currently downloading with
• Any cell marked with an A indicates that this line of business is available or that this particular insurer is downloading to other brokers but not to yours
• Cells marked with PK indicate that a line of business you are currently downloading is part of a package
• Blank cells indicate that the insurer is not currently downloading this line of business 

The Download Totals on the right provides a summary of all of the available connections options reflected in your report. The totals for each category increase or decrease with every report adjustment you make.

To change the category for a specific insurer and line of business, click in the correct cell and choose the desired option.

To help you navigate and ensure that you are working in the proper spot on the report, hover your mouse on the cell for a cue on the insurer and line of business that cell represents.

At any point, you can export your entire Connections Report  to Microsoft Excel to further analyze and share with others in your brokerage. The exported file is saved automatically as Connections Report, your Mailbox account, and today’s date. You can refer to the second tab for a quick reminder of what each of the symbols represents.

In the pop-up window that displays, click Open to view the information immediately or click Save to save the file locally.

Note: Customizing your report will not alter your download and is for informational purposes only.

The Ivans Carrier Partners Reference Guide link enables you to view each insurer’s Download and Real-Time capabilities along with the types of eDocs and Messages each insurer supports.

Note: The guide is updated on a monthly basis.

Report Scheduler

The Report Scheduler allows the Admin in your brokerage to send email notifications automatically when a insurer makes a Line of Business available.

To access the scheduler, click the alarm clock icon that is located next to Export on the Connections tab screen.

Connections Report Change Notification

1. The Report Scheduler Delivery screen displays with the Change Notifications tab selected. Here you can set up the delivery of email notifications when a inusurer makes a Line of Business available. The sending of the change notifications is enabled by default. If you want to disable it, click the Enabled dropdown menu and select No.
   
   Note: If accessing the Report Scheduler Delivery screen for the first time, the Change Notification tab will default selected. All other times the tab that is selected when exiting the screen will display selected the next time you access the screen.
2. Select the recipients of the email notifications by checking the checkboxes next to their names. The recipient list will only shows users in the organization that have the ConnectionGrid - View permission.
   
   Note: If no recipients are selected for an enabled Connections Report Change Notification, no email will be delivered.
3. The notification will be delivered via email when a new Line of Business is added for a insurer. The details of the change are contained within the email.
   
   Note: The email notifications are sent on the Monday after the Line of Business becomes available. If no insurer changes are made, no email is sent.
4. Click Save to save your changes.
   
   Note: If you made changes on the Scheduled Delivery tab, clicking Save here saves the changes on both tabs.

Connections Report Scheduled Delivery

1. Click the Scheduled Delivery tab if the tab is not selected by default.
   
   Note: If accessing the Report Scheduler Delivery screen for the first time the Change Notification tab will default selected. All other times the tab that is selected when exiting the screen will display selected the next time you access the screen.
2. Here you can set up the delivery of the Connections report. The delivery of the Connections Report is enabled by default. If you want to disable it click the Enabled dropdown menu and select No.
3. Select the recipients of the report by checking the checkboxes next to their names. The recipient list will only shows users in the organization that have the ConnectionGrid - View permission.
   
   Note: If no recipients are selected for an enabled Connections Report Schedule, no report will be delivered.
4. The report will be delivered via email with the Connections Report attached as a Microsoft Office Excel file.
   
   The report can be delivered every week or every month. The delivery frequency defaults to weekly: to have it delivered monthly, click the Every dropdown and select Month.
   
   Note: The report will be sent out every Monday if set to weekly delivery, and the first Monday of every month if sent to monthly delivery.
5. Click Save to save your changes.
   
   Note: If changes were made on the Change Notification tab, clicking Save here saves the changes on both tabs.