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Vertafore Enhances AIM Management System

Staff Writer | October 28, 2016

Vertafore unveiled the latest version of AIM, which will further streamline front-end activities for Managing General Agents (MGAs), Managing General Underwriters (MGUs), and wholesale brokers. With this release, AIM enhances the integration with leading content management and workflow solution ImageRight for improved workflows between the two solutions, resulting in a more productive workforce, enhanced customer service, and freeing up time to write more business.

Management systems need to work efficiently for users to stay competitive in today’s environment and keep up with changing customer expectations. A recent study of insurance CEOs by PwC found that 72 percent plan to significantly change how they use technology to assess and deliver on those expectations.

By streamlining key processes such as quoting, routine correspondence, binding, policy issuance, and policy management, AIM reduces time spent on system procedures so MGAs and MGUs can focus on building relationships and meeting the evolving expectations of agents and their customers.

The AIM management system is submission-based, flexible and user-friendly so it can be configured to fit an agency’s needs. Over 8,100 users rely on AIM for its accounting capabilities, customizable email templates, reporting, and other features. This latest update allows AIM users to seamlessly integrate with ImageRight, reducing document duplication with automatic transfers, allowing access to their ImageRight file tree on the same screen, and adding capabilities to email ImageRight documents directly from AIM. In addition to ImageRight, AIM also integrates with both the Prevail Network for real-time quotes from premium finance companies, and FinancePro, a web-based finance management solution.

“Vertafore is constantly working to improve integrations between products to provide a seamless user experience, and this latest version of AIM is even more customizable and efficient to use with ImageRight,” says Neil Snowdon, vice president of development and product leader at Vertafore. “AIM is the perfect solution for MGAs and MGUs of all sizes as it can be configured to fit their needs.”


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