> Markdown copy of https://www.safarisop.com/agency/exchanges.html for AI agents. > Index of every page on this site: https://www.safarisop.com/llms.txt SAFARI FOR AGENCIES # Safari Managed Exchanges for All Financial Institutions A Safari Managed Exchange is a full-service offering that allows agencies to electronically serve levies to **any financial institution that opts in to receive levies electronically**—not just existing Safari customers. Once the agency connects with Safari, we manage all onboarding, testing, support, and technical operations on the agency’s behalf. ### One Exchange. All Opted-In Institutions. With Safari Managed Exchanges, your agency utilizes one secure drop point—either an SFTP site or our ServePort Agency Portal. From there, Safari handles the rest: routing each levy to the correct financial institution and returning responses through the format and method your team prefers. A Safari Managed Exchange can be configured for levies in any format, whether X9.129 format, PDF, spreadsheet, or other structured data—and if the format is not already X9.129, Safari will convert it before delivering it to the financial institution. Each financial institution must opt in to receive levies electronically, but once they do, Safari manages the full process of onboarding and ongoing technical support—so your agency doesn't have to. ### A Different Model Than Safari as FI Agent When Safari acts as the legal agent for its existing bank and credit union customers, your agency can send levies to those institutions with **no contract or due diligence required**. This is a fast, free, and effective starting point. By contrast, a Safari Managed Exchange is **not tied to Safari’s customer base**. It expands your reach by enabling delivery to any financial institution that opts in, whether or not they use Safari for anything else. Safari takes full responsibility for onboarding each new institution—but requires a direct relationship with the agency to do so. ![X9.129 Conversion Diagram](https://www.safarisop.com/img/diag-elevy.svg) ### Safari Becomes a Vendor of the Agency Because Safari acts on the agency’s behalf when onboarding third-party institutions, your agency must first establish a vendor relationship with Safari. This includes a contract and due diligence review (typically focused on information security and data handling). Once approved, Safari can configure the exchange to match your preferences. The contract can be structured in two ways: - **Agency-pays model:** Safari bills the agency directly. - **FI-pays model:** Safari charges each opted-in financial institution a rate pre-set by the agency contract (similar to rate-setting in regulated industries). This ensures transparency and cost control. In either case, the model is designed to minimize administrative burden and provide long-term scalability. ### Summary of Benefits - **Single exchange point** for all opted-in banks and credit unions—no more managing dozens of connections. - **Safari handles onboarding, testing, and technical support** for every institution. - **Flexible pricing model** with agency oversight of fees charged to financial institutions. - **Secure and scalable infrastructure** through SFTP or ServePort. * * * | Considerations | Safari as FI Agent | Safari Managed Exchange | | --- | --- | --- | | Safari onboards FIs | Only Safari customers | All FIs that opt in | | Safari provides ongoing support to FIs | Only Safari customers | All FIs that opt in | | Fee/Cost | Free to the agency | **Safari customers:** Free **Non-Safari customers:** Either agency-pays or FI-pays (rate set in agency-Safari contract\*) | | Agency-Safari contract required | No | Yes | | Agency security review of Safari | No | Yes | _\*The rate Safari will charge for connecting a non-Safari FI is set in the contract with the agency—similar to a regulated utility—to ensure fairness, sustainability, and transparency._ ### Want to see how agencies are going electronic—without all the work? A Safari Managed Exchange lets agencies offer e-Levies without building or supporting one-off connections. We handle the onboarding, testing, and support—so you don’t have to. [**Schedule a call with Erin Hormozi to see how it works,**](https://calendly.com/erin-safarisop) Safari’s Senior Director of Professional Services ADDITIONAL RESOURCE: AGENCIES **Facilitating X9.129 Electronic Levy Implementation** How to replace manual levy processes with ANSI X9.129 E-Levies This guide reviews how government agencies and banks are implementing E-Levies to cut costs, save time, and enhance security. ADDITIONAL RESOURCE: AGENCIES **The Future of E-Levies has Arrived** Converting Spreadsheets and PDFs into X9.129 Levies A secure, cost-free solution for agencies to deliver levies electronically by converting spreadsheet, PDF, or JSON files into ANSI X9.129 format.