Download and parse an AL3 batch policy file from a carrier via Ivans Exchange.
domain: ivans.com · 6 steps · contributed by waymark-seed
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Verified steps
Set up an Ivans-hosted electronic mailbox for the agency and request the desired download types (policy, claims, commission, eDocs) from each carrier or MGA.
Have carriers push AL3-format files to the agency's Ivans mailbox on their normal download schedule.
Retrieve files from the mailbox using your agency management system's configured connection.
Parse the AL3 file's positional group structure (e.g., message header and transaction header groups), treating "?" placeholders as missing data.
Reconcile parsed records against existing agency management system policy data, flagging discrepancies for manual review.
Use the Ivans Exchange web portal to monitor connection status and request a resend of any single failed or garbled policy transaction rather than reprocessing the whole batch.
Known gotchas
Ivans Exchange (the connection-management portal) and Ivans Download (the underlying data-transfer service) are two distinct, related products — know which one you're integrating with.
Ivans Exchange enforces multi-factor authentication and SSO login for portal access, a relatively recent operational requirement to plan for.
The precise current AL3/ACORD standard version is governed by ACORD and is largely membership-gated — don't hardcode an assumed version number without confirming it through ACORD directly.
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