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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.