--- title: AIM Reviews meta_title: 'AIM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 17 reviews by the users' company size, role or industry to find out how AIM works for a business like yours. aggregate_rating: rating_value: 3.8 review_count: 17 scale: '5' date_modified: '2026-06-24' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # AIM Reviews **Vendor:** Vertafore **Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems) **Average Rating:** 3.8/5.0 **Total Reviews:** 17 ## About AIM For over 50 years, Vertafore, the leader in modern insurance technology, has been modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. Agencies, MGAs, and carriers rely on Vertafore solutions to provide end-to-end connectivity, improve client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies and carriers. AIM™ is a comprehensive, all-in-one underwriting and accounting solution designed specifically for Managing General Agents (MGAs), Managing General Underwriters (MGUs), and wholesale brokers. This powerful insurance technology centralizes core underwriting, accounting, and claims functions to manage the complex end-to-end lifecycles of submissions and policy servicing processes. MGAs, MGUs, and wholesale brokers leverage AIM to: Manage and streamline underwriting processes. AIM’s underwriting functionality allows users to easily clear, quote, bind, and invoice policies with the push of a button. Additionally, this module automatically synchronizes data with AIM’s equally powerful accounting module. Manage accounting tasks. AIM’s accounting module enables efficient management of payables, receivables, balance sheets, income statements, and general ledger reports. Create innovative products for the insurance marketplace. MGAs leverage the solution’s capacity to build products for specific coverages and markets. Users can choose default settings for data elements like limits, deductibles, terms, taxes, and commissions—efficiencies that increase speed-to-market. Automate and customize workflows. AIM’s customizable trigger actions such as document generation and creation. Users can design and implement workflows to automate tasks such as submission routing, underwriting approvals, policy issuance, and renewal processing. The increased efficiency translates to faster turnaround times, improved client communication, and enhanced service delivery. Improve client communications. AIM users can create, schedule, and send customized and targeted client communications to ensure clear, consistent messaging about policy updates, renewal notices, and claims-related information. Manage surplus lines taxes. The surplus lines feature in the accounting modules tracks tax filings for each state and automatically calculates the appropriate taxes during the quote process. Provide real-time reporting. AIM’s robust reporting capabilities deliver insights into submission activity and hit ratios for brokers. Users use real-time reporting to identify emerging trends and gain a holistic view of the business’s operational efficiency. AIM empowers MGAs, MGUs, and wholesale brokers to make informed decisions, optimize workflows, and respond swiftly to market changes. Manage the policy lifecycle. AIM monitors the policy lifecycle from submission and quoting to administration, ensuring accuracy and reducing processing times. Process claims efficiently. With AIM, the claims process becomes more efficient and accurate. Users can access tools for managing claims workflows, documenting claims information, and facilitating stakeholder communication. AIM streamlines the claims process, reduces settlement times, and improves the claims experience. Support new business growth. As MGAs, MGUs, and wholesale brokers expand their operations, AIM provides the scalability to handle increased policy volumes, new lines of business, and entry into new geographical markets. This ensures that the system can adapt to the evolving needs of the industry, supporting sustainable growth and new product innovation. ## AIM Pros & Cons **What users like:** - Users praise AIM for its **stable and reliable accounting functionality** , blending flexibility with strong management controls. (2 reviews) - Users commend AIM for its **stable and reliable accounting features** , effectively blending management systems with strong controls. (2 reviews) - Users value the **ease of use** with AIM, thanks to its intuitive navigation and straightforward report analysis. (2 reviews) - Users value the **flexibility and strong accounting controls** of AIM's client management system for superior overall management. (1 reviews) - Users value the **amazing customer support** of AIM, enhancing their overall experience with the tool. (1 reviews) - Data Management (1 reviews) - Easy Access (1 reviews) - Helpful (1 reviews) - Navigation Ease (1 reviews) - Organization (1 reviews) **What users dislike:** - Users find AIM's **accounting difficulties** challenging, noting clunky reporting and a need for improved development focus. (2 reviews) - Users experience **integration issues** with AIM, struggling with messy tables and API performance from connected systems. (2 reviews) - Users find the **reporting issues** in AIM problematic, as it complicates accounting tasks and user experience. (2 reviews) - Users report **application errors** related to messy user-defined tables and API issues affecting data display. (1 reviews) - Users report **bug issues** with messy user-defined tables and API problems affecting data display from integrated systems. (1 reviews) - Complexity (1 reviews) - Complex Process (1 reviews) - Connectivity Issues (1 reviews) - Data Inaccuracy (1 reviews) - Users find **difficult reporting** in AIM to be clunky, often requiring expensive third-party assistance for data analysis. (1 reviews) ## AIM Reviews ### 1. Streamlined Policy Writing with Top-Notch Support **Rating:** 5.0/5.0 stars **Reviewed by:** Quintin S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AIM?** I use AIM for policy writing, and it has made my life so much easier. I really like how AIM keeps everything organized and user-friendly when quoting. The embedded tools in the system make my job easier, especially the submission binding and product quoting. Instead of adding entities one by one, I can populate the data into fields, and it creates the quote for me. The initial setup was fairly easy, with our IT team handling most of it, and the trainers just showed us how to use it. AIM simplifies my tasks, and the way it streamlines things is a big plus. **What do you dislike about AIM?** Sometimes there are small glitches where certain things won’t work. For example, when putting in locations and buildings, the system may glitch and not show any, even though they exist, or vice versa. Support has to go into the SQL server to fix the issue. **What problems is AIM solving and how is that benefiting you?** I use AIM for policy writing, making my life easier by organizing everything and simplifying quoting. It has embedded tools like submission binding and product quoting, letting me populate data and auto-create quotes instead of adding line by line. ### 2. User-Friendly for Accounting, Needs Better Validation **Rating:** 4.0/5.0 stars **Reviewed by:** Angela M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AIM?** I like how AIM is simple to use and easy to follow transactions. I enjoy the transparency when it comes to following transactions. **What do you dislike about AIM?** I find Surplus Line Tax reporting, Reconciliations of DB Commissions, and limited validation rules when it comes to posting invoices to be areas where AIM could be improved. **What problems is AIM solving and how is that benefiting you?** AIM simplifies reconciliations for cash and financial reporting. I like how it's simple to use and easy to follow transactions, with transparent tracking. ### 3. Needs Improvement in Accounting Features **Rating:** 1.5/5.0 stars **Reviewed by:** Kristen W. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AIM?** I am a very new user to AIM, and I have just been enjoying learning the product so far. **What do you dislike about AIM?** Accounting import features could use enhancements - voucher import, commission reconciliation import, etc. **What problems is AIM solving and how is that benefiting you?** AIM works to process the accounting tasks. ### 4. Solid Accounting and Backend Access, but the Interface Feels Dated **Rating:** 3.5/5.0 stars **Reviewed by:** Billy L. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about AIM?** Solid accounting, ability to access back end and read tables **What do you dislike about AIM?** Interface is old and clunky which makes it difficult for new users **What problems is AIM solving and how is that benefiting you?** AIM is excellent for the accounting aspect of the business ### 5. Love the Desktop Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Dani R. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about AIM?** DESKTOP version, helps manage a huge amount of info **What do you dislike about AIM?** Nothing! It has a lot of features and is easy to use! **What problems is AIM solving and how is that benefiting you?** Creating quotes, creating certificates, assigning agents and agencies to files ### 6. Really Good Product would benefit from enhanced integrations and tech debt clean up in the main code **Rating:** 4.0/5.0 stars **Reviewed by:** Sarah C. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AIM?** It's stable and reliable. The system does really well with accounting functionality. **What do you dislike about AIM?** The user defined tables are messy. The code for API's has issues with receiving RP/AP from integrated systems (displaying it properly). **What problems is AIM solving and how is that benefiting you?** The need for a PAS. ### 7. Its been good. **Rating:** 4.0/5.0 stars **Reviewed by:** Kevin M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AIM?** It suits my needs while using the software. **What do you dislike about AIM?** Units at Risk don't cover all of the lines I use **What problems is AIM solving and how is that benefiting you?** It successfully manages my agency. ### 8. Powerful Tool **Rating:** 4.0/5.0 stars **Reviewed by:** Greg E. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AIM?** AIM is a great tool with an amazing service team backing it. **What do you dislike about AIM?** AIM can be clunky and extremely difficult to report out of. **What problems is AIM solving and how is that benefiting you?** A ### 9. It is a good system however there are not many vendors that can accurately integrate with it. **Rating:** 2.5/5.0 stars **Reviewed by:** taryn f. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AIM?** The simple logic based navigation allows for easy use. **What do you dislike about AIM?** We have difficulty finding vendors who can help integrate with the system. **What problems is AIM solving and how is that benefiting you?** accounting ### 10. Vertafore staff are super helpful and have provided an huge amount of helpful information re **Rating:** 5.0/5.0 stars **Reviewed by:** Matt C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about AIM?** Easy to use and reports are easy to analyze **What do you dislike about AIM?** Its not Web-based which would be more user friendly **What problems is AIM solving and how is that benefiting you?** Surplus lines tax filings ### 11. Best Overall **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about AIM?** Best overall blend of management systems that I've observed when considering flexibility without sacrificing accounting controls. **What do you dislike about AIM?** Accounting reporting could use greater attention from development. Seems that the historical buildout has come from non-accounting user input. **What problems is AIM solving and how is that benefiting you?** N/A ### 12. Loving it for now! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2021 **What do you like best about AIM?** I really love how accessible it is and user friendly. **What do you dislike about AIM?** I do not love how there are folders and tabs within other tabs. Sometimes, I lose where I am going. **What problems is AIM solving and how is that benefiting you?** I am solving the way to organize all of our information safely and realized that this is a much better way to store and communication within the organization. ### 13. Functionality & Ease of use **Rating:** 5.0/5.0 stars **Reviewed by:** Evelyn H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2024 **What do you like best about AIM?** It does what we need it to do at a good cost **What do you dislike about AIM?** Challenges in connecting with the development team if you have to go through your Vertafore account manager. **What problems is AIM solving and how is that benefiting you?** data management is sufficient ### 14. Could us a better user experience **Rating:** 3.5/5.0 stars **Reviewed by:** Dani H. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2024 **What do you like best about AIM?** The ability to intergrare with other systems **What do you dislike about AIM?** The reporting is difficult. We've spent thousands hiring third parties to mine the data. **What problems is AIM solving and how is that benefiting you?** It's our system of record and stores all the legacy data back to day 1. ### 15. still new user **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2024 **What do you like best about AIM?** Not a heavy users, i hear trhe accounting is good **What do you dislike about AIM?** poor workflow..... tough to find documents **What problems is AIM solving and how is that benefiting you?** New brokerage, it is the system that that was chosen for us ### 16. perfect software for MGA **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2024 **What do you like best about AIM?** interface is easy to use. AIM policy handles all our needs for policy. **What do you dislike about AIM?** Most of our process are manually. needs more authomatic **What problems is AIM solving and how is that benefiting you?** AIM is perfect for policy ### 17. AIM Review **Rating:** 3.5/5.0 stars **Reviewed by:** Vickie H. | VP&CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2022 **What do you like best about AIM?** Familiarity - we've been on AIM a long time so the tenured staff is familiar with it, even though there are pain points using it, **What do you dislike about AIM?** Navigation is clunky. All the grids are hard to read. Scaling the monitor is not a good solution. It provides a smidgen of improvement but ruins the monitor for use on any other program as it's then WAY too big. Reporting is labor intensive. Workflows within the system (where they should be) are inefficient and clunky. I should be able to accomplish the same results with fewer keystrokes. **What problems is AIM solving and how is that benefiting you?** AIM provides our end-to-end policy management, policy issuance, Accounting - [View AIM pricing details and edition comparison](https://www.g2.com/products/aim/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-27+15%3A27%3A36+-0500&secure%5Bsession_id%5D=def8884c-4832-48a2-acb4-e0ff34584b4c&secure%5Btoken%5D=f2a6eb61b50d3664a9ef7aa85ed015f849d718d8d3315cce0c1ea674df8eb7d2&format=llm_user) ## AIM Features **Claims Submission - Insurance Claims Management** - Document Uploads - Online Claims Forms **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Claims Processing - Insurance Claims Management** - Automated Workflow Management - Task Assignment - Case Collaboration **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures **Claims Tracking - Insurance Claims Management** - Claim History - Real-Time Claim Tracking **Claims Settlement- Insurance Claims Management** - Automated Claim Settlement - Payment Processing Integration - Claims Settlement Calculator **Risk Management - Insurance Claims Management** - Fraud detection - Risk Scoring **Analytics and reporting - Insurance Claims Management** - Claim Data Insights - Analytics Dashboards ## Top AIM Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,558 reviews) - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (699 reviews) - [Jenesis](https://www.g2.com/products/jenesis/reviews) - 4.7/5.0 (154 reviews)