Vertafore AIMVertafore
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Related Products
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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.
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About
iPipeline is an AI-powered software platform built for life insurance, annuities, and wealth management operations. The platform helps carriers, broker-dealers, RIAs, financial institutions, agents, advisors, and distribution partners simplify workflows from quote to commission. iPipeline uses artificial intelligence to automate processes, improve accuracy, accelerate decision-making, and reduce time to market. Its ecosystem connects businesses to a large data library, global users, insurance carrier customers, and distribution partners. CHARLi, iPipeline’s AI-powered engine, enhances products and workflows with intelligent, data-driven capabilities that learn and evolve over time. iPipeline helps financial services organizations work faster, connect operations, and support clients in securing stronger financial futures.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Foundational management system for MGAs and MGUs
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Audience
iPipeline is best suited for life insurance carriers, annuity providers, broker-dealers, RIAs, financial institutions, agents, advisors, distribution partners, and wealth management firms that need AI-powered software for connected insurance and financial services operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationVertafore
Founded: 1969
United States
www.vertafore.com/products/aim
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Company InformationiPipeline
Founded: 1995
United States
www.ipipeline.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Insurance Agency Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
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Integrations
LifePipe
SSG Digital
Salesforce
iPipeline CRM for Distributors
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