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Custom AIM Reports, Bordereaux, and Financial Statements

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.

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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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Custom AIM Integration with Third-party Software

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.

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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.