AIM

What Is AIM?

AIM, by Vertafore, is a management system built for managing general agents and wholesale brokers. It puts underwriting, accounting, and claims in one place, so teams can quote, bind, and invoice without switching between systems. The automated general ledger handles invoices, taxes, and fees without manual reconciliation. For firms working with surplus lines or specialized program business, it also covers the reporting and compliance requirements that most standard tools do not.

What Is AIM Best For?

AIM is best known for its surplus line management capabilities built for MGAs and wholesale brokers. It handles non-admitted market placements while keeping underwriting, accounting, and claims in the same workflow. The software is a strong fit for MGA and wholesale brokerage firms that are moving away from disconnected back-office systems or need quoting, binding, invoicing, and compliance managed in one place.

How Much Does AIM Cost?

The pricing of AIM is estimated to fall between $6,000 and $50,000/month, based on industry benchmarks for comparable enterprise insurance management solutions. This range provides a general sense of budget scale. What a firm actually pays will depend on factors like organization size, which modules are included, and how the system is deployed or integrated.

In addition to the base subscription costs, organizations should account for the following expenses:

• Implementation: Usually priced between $100,000–$750,000 (one-time), covering enterprise setup, workflow configuration, underwriting rules, and policy structures for MGA operations
• Data Migration: Commonly priced in the range of $25,000–$300,000 (one-time), depending on the volume and complexity of moving legacy policy, claims, and accounting data into structured insurance formats
• Training And Onboarding: Typically falls around $10,000–$100,000 (one-time), covering practical training sessions for underwriters, brokers, and accounting teams as they start using the system
• Integrations: Often priced between $20,000–$250,000 (one-time), depending on the number of external systems connected and how complex those connections are to set up
• Customization And Configuration: Usually ranges from $50,000–$500,000 (one-time), covering adjustments to underwriting workflows, rating logic, and compliance rules based on MGA requirements
• Premium Support: Typically priced at $15,000–$200,000/year, covering ongoing support, SLA-based assistance, and help with technical or operational issues
• Infrastructure: Typically ranges from $10,000–$150,000/year, covering system hosting, scaling, security management, and routine environment maintenance for enterprise deployments

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

AIM Integrations

The software supports integration with multiple systems and platforms, such as:

• ePayPolicy
• ImageRight

How Does AIM Work?

Log in to your AIM software account to access a centralized insurance management system and follow the given steps to complete core MGA workflows:

• Build underwriting structures by setting policy rules, rating factors, and program configurations based on business needs
• Manage submissions by entering risk details, creating quotes, and moving cases through bind and issuance stages
• Handle policy administration by updating records, tracking active policies, and processing renewals within the system
• Process financial entries by generating invoices, recording premiums, and maintaining accounting records through the general ledger
• Manage claims by creating claim files, updating status, and tracking payments and related activity in one system

• Generate reports using built-in reporting tools to review policy activity and claims performance

  You can also schedule a free AIM demo to explore its full functionalities.

Who Is AIM For?

AIM is suitable for organizations and professionals in the insurance sector, including:

• Managing general agents
• Wholesale insurance brokers
• Specialty lines underwriters
• Surplus lines brokers

AIM Use Cases

Based on our analysis of user reviews and AIM’s current capabilities, we have identified key scenarios where this software is a good fit for managing general agents and wholesale brokerage operations:

MGAs Managing High-Volume Submission Workflows

MGAs processing large submission volumes can run into bottlenecks when quoting, binding, and invoicing depend on manual handoffs at each step. Delays build up, and keeping track of where each submission stands becomes harder without a structured workflow in place. AIM may be suitable for underwriting teams where submission throughput is a daily priority and slow or missed processing has a direct impact on business performance.

Wholesale Brokers Handling Surplus Lines And Specialty Program Business

Wholesale brokers writing surplus lines or managing specialty programs face accounting and compliance requirements that standard agency management tools are not built to meet. Misaligned reporting, tax handling errors, and regulatory gaps are common problems in this space. AIM could be a practical fit for firms that need a system designed to handle the distinct financial and reporting obligations tied to non-standard market business.

Finance Teams Verifying Policy-Level Accounting Accuracy

At MGAs with high policy counts, verifying that invoicing, taxes, and fees are calculated correctly becomes hard to manage by hand. Errors build up quietly and create reconciliation problems that take significant staff time to resolve. AIM may be worth considering for MGA finance teams where transaction-level accuracy is a daily requirement and the volume of policy activity makes manual verification no longer practical.

MGA Operations Teams Monitoring Claims Alongside Active Risk Exposure

Firms that handle claims internally tend to find that claims data and underwriting activity get reviewed separately, which makes it harder to spot patterns or assess ongoing risk with confidence. AIM could serve operations teams that need claims status and underwriting activity visible in the same view, particularly where claims history plays a role in renewal decisions or program-level risk assessment.

MGAs Transitioning Away From Manual Or Spreadsheet-Based Processes

Smaller or mid-sized MGAs still relying on spreadsheets and manual recordkeeping for policy administration and financial tracking often reach limits as their book of business grows. AIM may be relevant for firms at this stage that need more structure and real-time visibility without the complexity of a large enterprise deployment.

Is AIM Right For You?

If you are a managing general agent or wholesale broker handling specialized or hard-to-place risks, AIM is designed to support your workflow needs. Its document processing and unified underwriting workflow bring structure to policy handling in niche insurance environments. Vertafore, the company behind AIM, reports serving a large share of fast-growing MGAs and operates within a broad insurance software portfolio, which speaks to its established position in the insurance technology market.

Still unsure about AIM? Connect with us at (661) 384-7070 for further guidance.