Vertafore AIM Description

The backbone of any Managing General Agent (MGA), Managing General Underwriter (MGU), or wholesale broker lies in the specialized and complex risks they handle. AIM is tailored specifically for these entities, streamlining underwriting, accounting, and claims processes to enhance efficiency and profitability within the insurance sector. By providing a user-friendly solution, AIM addresses unique transactional workflows, eradicates the need for redundant data entry, and offers real-time reporting alongside seamless integrations with key industry stakeholders. This system allows users to manage operations more effectively, enabling tasks such as clearing, quoting, binding, and invoicing all from one platform. Users can also ensure the accuracy of invoices, taxes, and fees, giving clarity on expected commissions. Additionally, AIM simplifies claims management by allowing for creation, tracking, and payment of claims while simultaneously keeping an eye out for potential fraud, thereby ensuring a holistic approach to risk management. This comprehensive functionality not only saves time but also empowers brokers to focus on strategic growth and client relationships.

Integrations

API:
Yes, Vertafore AIM has an API
No Integrations at this time

Reviews

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Company Details

Company:
Vertafore
Year Founded:
1969
Headquarters:
United States
Website:
www.vertafore.com/products/aim

Media

Vertafore AIM Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Online Support

Vertafore AIM Features and Options

Insurance Agency Software

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Vertafore AIM Lists

MGA

Vertafore AIM User Reviews

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