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.