AIM

A complete management system for MGAs and MGUs.

One size doesn't fit all

  • Specifically designed for MGAs, MGUs, and wholesale brokers
  • Centralized underwriting, accounting, and claims operations
  • Intuitive solution for unique processes and transactions
  • Eliminate duplicate entry
  • Real-time reporting
  • Integrations with industry partners

Why AIM?

Unify your underwriting
Spend less time on operations with the ability to clear, quote, bind, and invoice, all from AIM™.

Ensure accurate accounting
Verify that invoicing, taxes, and fees are correct—so you know what commissions to expect.

Manage your claims
Simplify operations with the ability to create, track, and pay claims while monitoring for fraud.

Connect with agents
Integrate the agency/MGA workflow with TransactNOW and free up time to focus on your customers.

Minimize exposure
Avoid costly risk and remain compliant with AIM’s Data Retention Module.

Integrate your technology
Seamlessly integrate key applications with your management system using our API library.

“AIM streamlines everything in our underwriting process, from inputting a risk to binding it.”

Tate Tooley, IT Manager

Bloss & Dillard

More ways to learn how AIM can transform your business

AIM Data Sheet
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U.S. Risk, LLC

Vertafore’s suite of MGA products were built with the unique needs of MGAs like U.S. Risk in mind.

View resource
The MGA Guide to Selecting a Management Solution

How do you know if your business has the tools it needs to stay competitive? Download the ebook for tools to help you.

View resource
Roadmap to Becoming a Modern Independent Agency

Ebook: We’ve put together this guide to help it be less overwhelming by creating a roadmap for your agency. 

View resource

Orange Partner integrations with AIM

Additional resources