BrokerageAudit
Submission Intake

brokerageaudit.com vs Ivans: Which is Best for Independent Brokers?

Ivans and BrokerageAudit occupy different layers of the insurance technology stack. Ivans is a data connectivity network that facilitates the electronic exchange of policy, billing, and claims data between carriers and agencies through standardized integrations with major AMS platforms. BrokerageAudit is an AI-powered automation platform that processes the documents and workflows that sit on top of — or outside of — that structured data exchange. Most agencies using Ivans still receive unstructured documents that require manual handling, which is precisely where BrokerageAudit adds value.

Feature Comparison

FeatureUsIvans
Carrier policy download (structured data exchange)
AI document extraction from unstructured PDFs
ACORD form processing and data extraction
Automated COI tracking and compliance
Policy comparison (binder vs. issued policy)
Market appetite connectivity
Loss run parsing and summarization
AMS integration (Applied, Vertafore, HawkSoft)
Email-based submission intake
Commission reconciliation
Human review queue for flagged documents
Renewal pipeline management
Confidence scoring on extracted data
Processing of non-download carrier documents
YesPartialNo

Pricing Comparison

BrokerageAudit

Recommended

$499/mo

Starter plan. Professional $1,499/mo, Enterprise $4,999/mo.

  • Handles documents from carriers outside download networks
  • All AI extraction and compliance features included per tier
  • No per-download or per-carrier fees
  • Complementary to Ivans rather than a replacement

Ivans

Included with most AMS platforms

Ivans Download is typically bundled with AMS subscriptions or charged as a connectivity fee. Pricing varies by carrier participation, AMS platform, and Ivans product tier. Ivans Markets and additional services are priced separately.

  • Often included in AMS licensing or bundled by carriers
  • Per-carrier or per-transaction fees may apply at some tiers
  • Ivans Markets has separate pricing for appetite search
  • Enterprise connectivity and API access priced separately

Who Each Is Best For

brokerageaudit.com is best for:

  • Agencies processing documents from carriers and lines not covered by Ivans Download
  • Teams handling specialty, excess, and surplus lines submissions that require PDF extraction
  • Operations that need COI compliance tracking beyond what AMS download provides
  • Agencies comparing binder terms against issued policies for discrepancy detection

Ivans is best for:

  • Agencies that want automated policy, billing, and claims data pushed directly to their AMS
  • Operations using Applied Epic, Vertafore, or HawkSoft who want to reduce manual AMS data entry
  • Teams that need standardized ACORD data exchange with participating carriers
  • Agencies that want to search carrier appetite directly from within their AMS workflow

Switching from Ivans?

Ivans and BrokerageAudit are not competing alternatives — they are complementary layers of the insurance technology stack. Ivans handles structured data exchange for carriers that participate in the download network, while BrokerageAudit handles the unstructured documents, non-download carriers, and compliance workflows that Ivans does not cover. Agencies that rely heavily on Ivans Downloads still typically have significant manual document work from specialty carriers, surplus lines markets, and client-submitted documents that BrokerageAudit can automate.

Frequently Asked Questions

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