Vertafore Enhances Leading MGA and MGU Management System AIM

October 28, 2016 /

Latest Release Expands Integration with ImageRight for Streamlined Processes and Seamless User Experience

BOTHELL, Wash. – October 28, 2016Vertafore®, the leader in modern insurance technology, today unveiled the latest version of AIM™ further streamlining 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 fast-paced 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 unique needs. Over 8,100 users rely on AIM for its robust accounting capabilities, simplified and customizable email templates, powerful and flexible reporting and many other time-saving 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,” said Neil Snowdon, VP of development & product leader at Vertafore. “AIM is the perfect solution for MGAs and MGUs of all sizes as it can be configured to fit their unique needs.”

As the only insurance technology provider that delivers solutions to all players in the insurance ecosystem, Vertafore’s end-to-end product capabilities and extensive visibility helps to enhance the relationship between MGA and MGUs and agents, which translates to higher customer success rates. The continuous improvement of AIM is a testament to Vertafore’s commitment to MGAs, MGUs, and brokers in the industry.



About Vertafore  Vertafore’s comprehensive insurance management software solutions lead brokers and carriers to adapt to an evolving insurance industry to efficiently scale their businesses through deeper access to information and insights. The Vertafore product line is built on a platform, empowering customers and other solution providers to adapt and thrive as the market changes. Vertafore’s platform features fast innovation, partnerships with the best technology companies, and customizable solutions to help companies remain independent during a time of industry disruption. As the leader in modern insurance technology with the largest customer base in the industry, Vertafore connects every point of the distribution channel, from agencies and carriers to MGAs, MGUs, and state governments. For more information about Vertafore, visit, read the company’s blog, and follow the company on TwitterLinkedin, and Facebook.

About RiskMatch RiskMatch is a business intelligence and analytics company that delivers a suite of web-based solutions for insurance brokers and underwriters throughout the U.S. Its patented platform delivers an array of portfolio management, analytic and data management services designed to enable brokers and underwriters to enhance performance, reduce costs, facilitate growth, and improve their client service capabilities. For more information, visit the RiskMatch site.


Brian Brady Public Relations Manager, Vertafore +1 (720) 787-3114

Alex Stanton Stanton Public Relations & Marketing +1 (212) 780-0701

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