Vertafore AIM

Vertafore AIM

Vertafore
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About

Benelinx is a cloud-based agency management platform designed specifically for employee benefits insurance brokers to manage sales, client relationships, and policy operations in a unified digital system. Built on the Salesforce platform, it combines CRM capabilities, workflow automation, and insurance-specific data management into a single environment that supports the entire lifecycle of employee benefits services—from prospecting and quoting to policy management and renewal. It replaces fragmented tools and manual processes with integrated workflows that streamline agency operations, eliminate duplicate data entry, and centralize information across teams. Benelinx includes an integrated quoting engine, a customizable market plan library, and an automated document generator that allows brokers to move from quote to proposal and finalized sale much faster than traditional manual processes.

About

Specialized and hard-to-write risks are the foundation of any MGA, MGU, or wholesale broker’s business. Designed specifically for Managing General Agents and Managing General Underwriters, AIM centralizes your underwriting, accounting, and claims operations for a more efficient and profitable insurance business. AIM brings an intuitive solution to unique processes and transactions, functionality that eliminates duplicate data entry, real-time reporting capabilities, and integrations with industry partners.​ Spend less time on operations with the ability to clear, quote, bind, and invoice from a single system. Verify that invoicing, taxes, and fees are correct—so you know what commissions to expect. Simplify operations with the ability to create, track, and pay claims while monitoring for fraud.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Employee benefits insurance brokers and agencies that need a solution to manage quoting, proposals, client relationships, and policy workflows

Audience

Foundational management system for MGAs and MGUs

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Benelinx
United States
benelinx.com

Company Information

Vertafore
Founded: 1969
United States
www.vertafore.com/products/aim

Alternatives

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Alternatives

TBW (The Broker's Workstation)

TBW (The Broker's Workstation)

Rival Insurance Technology
mPACS

mPACS

Mandon Software
TIS

TIS

Comtec Global
BrokerEdge

BrokerEdge

Damco Solutions
TBW (The Broker's Workstation)

TBW (The Broker's Workstation)

Rival Insurance Technology

Categories

Categories

Integrations

Salesforce

Integrations

Salesforce
Claim Benelinx and update features and information
Claim Benelinx and update features and information
Claim Vertafore AIM and update features and information
Claim Vertafore AIM and update features and information