How do I re-install Ivans on a new machine?(computer crashed or want it on a new machine)
Answer / Solution
NOTE: Ivans only allows it to be installed on one machine unless you have separate y accounts for multiple locations. You can contact ITC support or Ivans support to remove the multi factor flag.
·ITC Support number 800-383-3482
·Ivans Support number 855-233-9128
1) Create an AIDOWN folder:
· Go to My Computer.
· Left double click the C: drive.
· Go to the File menu and select New>Folder.
· Name the new folder AIDOWN.
For Win VISTA 64 bit Ultimate or Windows 7:
Right click on any open area in the C: drive (be sure that it is not over any existing icon).
· Click on Run or Save. Click on Run to start the installation immediately.
· If the Run option is not available:
o Choose Save to download the installation program to your desktop.
o After the download is complete, go to your desktop and click on the icon labeled IVANSTMNET to run the installation program.
· If prompted by a Security Warning, select Run.
· Select Next on the Welcome screen.
· We highly recommend leaving the installation folder set to the default path of C:\TM.NET Setup.
· Select Finish on this screen to continue.
· Click Yes to create the output folder.
· Click Next to continue.
· After reviewing the License Agreement, select Yes to continue.
· We highly recommend leaving the Destination Folder set to C:\IVANS\TM.NET.
· Select Next to accept.
· Select Next to start copying files.
· Select Finish to complete the setup.
3) Configure IVANS Transfer Manager.NET
· Open Transfer Manager.Net by going to “Start”, “All Programs” and clicking on “Transfer Manager.NET”.
· Click on Configuration then Support Mode.
· Click on Configuration then Mailboxes.
· Click on the Add… buttonto add your mailbox information for your location.
NOTE: If you have multiple locations each location will need to have their own Y account number. The transfer manager will also need to be installed at each location.
· Enter your mailbox information that was provided by one of the companies that already processes downloads with IVANS.
o Account: Enter your Y account number
o User ID: Enter your User ID (yx number)
o Mailbox Password: Your mailbox password isalso your User ID(yx number)
o Confirm Password: Enter your User ID again(yx number)
o Location: Choose “IVANS ECS Internet”
o Online: Check the box for Online
o Click OK when done.
· Click OK to complete the Transfer Manager.NET setup.
· Click on Session then on New… to run a session.
· Click on Run Session.
· After a successful conformation, click on OK.
· If it was unsuccessful please contact Ivan’s tech support at 1-855-233-9128 or Chat online with them at
· From the Download/Bridge menu, select Setup IVANS Transfer Manager.
· Click on Create Configuration File.
· Select No as you will not need to view the file.
· Click the red X button to exit the screen.
5) Download and Process Policy Transactions
· From the Download/Bridge menu, select Run Download Session.
· Select Yes to process downloaded files.
· Select OK to accept C:\AIDown as the download folder.
· Select OK.
Processing the Downloaded Transactions.
InsurancePro automatically matches the downloaded policy transactions to existing clients in InsurancePro by matching the policy number and/or client name. If a match is not found, you have the ability to manually associate the policy transaction to an existing customer. Otherwise, InsurancePro will create a new policy for any unmatched transactions.
To view transactions that were not matched with existing policies, click on Auto Select. All transactions that were not matched will be unchecked.
To avoid duplicates please reference this frequently asked question:
Once you have completed, click on Upload Selected in to InsurancePro button to process the selected transactions and upload them in to InsurancePro.
Note: Selecting “Upload Selected in to InsurancePro” will incorporate the policy transactions into your InsurancePro database. This process cannot be undone.
Repeat Step 5) whenever you want to process downloads from your carriers.
FAQ ID # 240
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