Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Macaw AMS Reviews & Ratings
    5 Ratings
    Company Website
  • tigerlab Reviews & Ratings
    11 Ratings
    Company Website
  • Service Center Reviews & Ratings
    72 Ratings
    Company Website
  • Cloud Claims Reviews & Ratings
    11 Ratings
    Company Website
  • Guardz Reviews & Ratings
    56 Ratings
    Company Website
  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • Elation Health Reviews & Ratings
    72 Ratings
    Company Website
  • Quaeris Reviews & Ratings
    6 Ratings
    Company Website
  • Jesta Vision Suite Reviews & Ratings
    23 Ratings
    Company Website
  • AvPro Software Reviews & Ratings
    16 Ratings
    Company Website

What is Vertafore AIM?

The foundation of any Managing General Agent (MGA), Managing General Underwriter (MGU), or wholesale broker is built upon their ability to navigate specialized and intricate risks. AIM is designed specifically for these organizations, optimizing underwriting, accounting, and claims processes to boost efficiency and profitability in the insurance industry. It offers a user-friendly interface that caters to distinct transactional workflows, eliminates unnecessary data duplication, and provides real-time reporting along with seamless integrations with essential industry partners. This platform empowers users to streamline their operations, facilitating tasks such as clearing, quoting, binding, and invoicing all in one place. Furthermore, it ensures the precision of invoices, taxes, and fees, clarifying anticipated commissions. AIM also enhances claims management by allowing users to create, monitor, and process claims while actively detecting potential fraud, ensuring a comprehensive approach to risk management. This extensive feature set not only conserves time but also enables brokers to concentrate on strategic growth and nurturing client relationships, ultimately contributing to a more robust operational framework. As a result, organizations using AIM are better equipped to adapt to the evolving landscape of the insurance market.

What is BluInsurance?

For insurance professionals in search of robust CRM solutions, BluInsurance emerges as a top-tier option, adeptly managing client information while simplifying complex business operations. This software enables agents to swiftly pinpoint appropriate markets and creates customized submissions almost instantly. Once submissions are sent out, BluInsurance proactively tracks their progress, ensuring transparency for both brokers and insurance carriers involved in the process. Furthermore, it consolidates leads from various online channels, including personal websites and external platforms, quickly notifying assigned agents for timely follow-ups. After establishing contact, agents can leverage personalized online forms to gather critical information necessary for policy formulation. In addition, features such as integrated email and SMS marketing campaigns enhance continuous communication, empowering agents to cultivate client relationships and successfully secure renewals. Ultimately, BluInsurance not only boosts operational productivity but also plays a pivotal role in fostering enduring client relationships within the insurance sector. This comprehensive approach ensures that agents are equipped with the tools needed to thrive in a competitive marketplace.

Media

Media

Integrations Supported

Gmail
Microsoft Outlook
Zoho CRM

Integrations Supported

Gmail
Microsoft Outlook
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$45 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Vertafore

Date Founded

1969

Company Location

United States

Company Website

www.vertafore.com/products/aim

Company Facts

Organization Name

BluRoot

Date Founded

2013

Company Location

Canada

Company Website

bluroot.ca/industries/bluinsurance/

Categories and Features

Insurance Agency

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

Categories and Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Insurance Agency

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

Popular Alternatives

TBW (The Broker's Workstation) Reviews & Ratings

TBW (The Broker's Workstation)

Rival Insurance Technology

Popular Alternatives

Verity Reviews & Ratings

Verity

VRC Insurance Systems
TIS Reviews & Ratings

TIS

Comtec Global
Go-Insur Reviews & Ratings

Go-Insur

Pancentric Digital