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Author: Tracy Engel
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Lucitech 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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Spreadsheet Uploader for AIM
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!
The commonly deployed 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.
NOW OFFERING: Power BI Reports and Dashboards!
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.
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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Policy Forms Library Management
Most surplus lines wholesale providers would agree that insurance policy library management systems are generally geared toward larger insurance companies, and are priced out of the budgets of small to mid-sized general agencies.
Lucitech offers policy form library management using the commonly deployed Oracle Docucorp. This is sunsetting technology that many managing general agencies already own through other contracts, that Lucitech can leverage for them to manage small program libraries in-house for a fraction of the cost of other policy issuance systems. Lucitech can develop the policy forms and manage ongoing for them or to deploy a library, and train them to manage on-going in-house.
Lucitech is also able to deploy and consult on Vertafore’s Policy Issuance (VPI) which is emerging technology to replace the sunsetting Docucorp.
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.