Author: Tracy Engel

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News

Lucitech Launches AIM Power BI Dashboards for MGAs

Lucitech is pleased to announce AIM Power BI Dashboards — a new reporting solution built specifically for MGAs running Vertafore’s AIM platform.

The dashboards deliver real-time visibility into the key performance indices that matter most to insurance executives, including premium production, revenue production, new business hit ratios, and renewal retention — all without spreadsheets, manual pulls, or waiting on someone to compile a spreadsheet or pull a report.

Key capabilities include:

  • Live dashboards with flexible period selection — MTD, QTD, YTD, last full week, month, quarter, or year
  • Benchmark comparisons against prior period, same period last year, or a forecast target
  • Data sliced by underwriter, producer, company, coverage, team, state, and more
  • Existing SSRS reports surfaced alongside new dashboards — no legacy report loss
  • Scheduled report delivery to agents and underwriters available
  • Custom branding available

Two demo templates are available now, each featuring different visual styles so clients can choose the look that fits their organization. Onboarding is fast — in most cases, hours not days.

Lucitech is currently offering existing clients a free 30-day trial on their own live AIM data.

To schedule a demo or learn more, contact us at info@lucitechinc.com.

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Services

AIM Data Validation

Accurate reports and bordereaux depend on accurate data entry. That can be tricky when data entry and reporting requirements vary from product, or state, or company.

AIM provides a framework for entering custom data validation rules that you designate. These can apply globally to all policies, or the rules can be set to apply to specific cases that you outline.

These rules can apply differently at different stages of the policy lifecycle, as well. Different rules can apply at quoting rather than binding, and even at time of endorsement or cancellation.

These rules are entered directly into the SQL database as stored procedures. Lucitech is very experienced in writing and applying data entry validation rules that work with your team, and not against them.

When the data entry is validated and excellent the quality of your downstream activities like policy issuance and reporting also improves.

ASK US ABOUT THE 10-MINUTE BORDEREAUX

You will find that data validations are a key component to achieving the 10-minute bordereaux.

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Products

Spreadsheet Uploader for AIM

The Lucitech Spreadsheet Uploader for AIM allows MGA clients of Vertafore’s AIM agency management system to upload data from any Excel template directly into AIM — eliminating duplicate data entry and the errors that come with it.

Supported upload types include units at risk, claims transactions, and direct bill transactions. Each template requires a one-time setup and field mapping. After that, uploads are fast, repeatable, and consistent.

For many new insurance program products, the Spreadsheet Uploader is the ideal entry point into rating automation. It delivers real ROI without the upfront investment of a fully engineered rater.

And when the time comes — when rate updates become frequent, when the program grows, when the math gets more complex — that next step makes sense and Lucitech can help you graduate your spreadsheet upload to an in-house or on-line rater.

Newly released — read the full announcement or contact us to learn more.

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News

Spreadsheet Uploader for AIM

Lucitech Spreadsheet Uploader for AIM
Ready to reduce redundant AIM data entry? Contact info@lucitechinc.com to learn more and get your first template mapped.

PRODUCT ANNOUNCEMENT

Stop Re-Entering Data: Introducing the Lucitech Spreadsheet Uploader for AIM

If your team spends hours manually keying carrier reports or risk data into Vertafore’s AIM Agency Informtion Manager, there’s a better way. The Lucitech Spreadsheet Uploader for AIM takes any Excel template and loads it directly into AIM — eliminating duplicate data entry and the errors that come with it.

What It Does

Upload data from virtually any Excel workbook directly into AIM. Supported upload types include:

  • Units at risk
  • Claims transactions
  • Direct bill transactions

Each template requires a one-time setup and field mapping. After that, uploads are fast, repeatable, and consistent.

Built to Scale Across All Clients

Previously, each upload integration was a standalone custom build — improvements for one client didn’t benefit others. The new Uploader runs on a shared Azure architecture, so every new mapping and upload type we build for any client becomes available across the platform. New templates get easier to configure over time, not harder.

Capture More Than Standard AIM Tables Allow

Automation also unlocks AIM’s User Defined Tables — a powerful feature that’s impractical for manual data entry but works seamlessly in an upload workflow. That means you can capture richer, more detailed data without changing how your team works.

Practical by Design

Most offices already have the expertise to build their own rating worksheets in-house. If not, our team will consult with your team to provide a reliable and locked-down spreadsheet. The Uploader meets you where you are. We got you!

A Smart Starting Point

For many insurance programs, an Excel-based upload workflow is the ideal entry point into rating automation — cost-effective, fast to deploy, and easy to understand. It delivers real ROI without the upfront investment of a fully engineered rater.

And when the time comes — when rate updates become frequent, when the program grows, when the math gets more complex — that next step makes sense. By then, the program has the premium volume to justify it, and your team already understands what automation can do for you. The Lucitech Spreadsheet Uploader isn’t a workaround. It’s where smart programs start.

Ready to reduce redundant AIM data entry?

Contact us to learn more and get your first template mapped.

www.lucitechinc.com/contact

© Lucitech, Inc.  ·  AIM Customizations: Our aim is to make you love AIM!

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Services

AIM Reports, Bordereaux, and Financial Statements

The AIM Insurance Agency Management system is a system based on a versatile and flexible SQL database structure.

This leading insurance agency management system allows collection of custom data required by diverse surplus lines operations. Each unique underwriting program an MGA or program underwriter offers might have unique data collection and reporting requirements.

Lucitech will help your underwriting and accounting staff analyze data requirements, customize AIM data inputs with user-defined fields or custom units at risk, then develop custom reporting outputs and automate delivery of key reports and metrics directly to the inbox of a decision-maker.

Schedule delivery of dashboards, scorecards and reports to diverse recipients. Use scheduled delivery to help automate routine follow-up tasks so your CSR’s and Underwriters don’t spin the clock on 2nd and 3rd requests.

Ask us about the 10-minute bordereaux!

NOW OFFERING: Power BI Reports and Dashboards!

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Services

SQL Database Administration, Tuning, Migration

Your most valuable asset is your data. Both securing your data and accessing it quickly and effectively are priorities for proper database administration. If your IT team assigned a database administrator to set your database and a backup plan and hasn’t revisited your database since, then your most valuable asset is at risk.

Lucitech will not only ensure your database has a good backup plan, we will test and monitor the backups to be sure they are available to you when you need them most.

Your database relies on “indexes” to quickly retrieve your data. Indexes are like a card catalog in a library, and if the cards get of order or the indexes “fragmented” then your application will run slowly and you could experience more errors.

Lucitech will ensure your indexes are maintained and your database is performing at peak.

Have you recently acquired or merged with another branch office? You may want to migrate the data from a new office into your existing AIM system.

Lucitech can perform AIM to AIM database migrations and third party migrations, for those who have acquired an office with another agency management system.

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Services

Third Party Integration

There are many third-party applications that want to share data with the AIM system. These might be insurance rating applications, regulatory filing applications, mapping or underwriting information applications, or in-house accounting software. Data these subsequent processes need is already captured in AIM, and these third-party applications want AIM to pass these data fields to their application, so that the user does not have to type the same things over again.  It makes for more streamlined and accurate data entry, which translates to significant savings every year for the MGA client. 

Lucitech provides affordable third-party application integration for AIM clients.  For smaller offices, we can provide full project lead services to include gathering requirements with the third party application through development of the integration scripts and testing. For larger MGAs we are often hired as a dedicated development resource for short term projects when in-house resources are taxed on other projects.

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Services

Custom Insurance Applications or AIM “Plug-Ins”

Do you need some custom rating applications that “plug into AIM” for seamless in-line rating and issuance?

Lucitech develops all kinds of custom applications from rating, to tax management and submission … to whatever you can imagine.

Our development team has the kind of experience and familiarity with AIM workflows and databases to provide you extremely efficient application development.

Tell us what you are thinking and let us tell you how we can get that done for you.