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.