List of Vertafore AIM Customers
Denver, 80202, CO,
United States
Since 2010, our global team of researchers has been studying Vertafore AIM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Vertafore AIM for Insurance ERP from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Vertafore AIM for Insurance ERP include: Bass Underwriters Inc, a United States based Insurance organisation with 200 employees and revenues of $20.0 million, U.S. Risk Insurance Group, a United States based Insurance organisation with 51 employees and revenues of $7.0 million, Bloss & Dillard, a United States based Insurance organisation with 49 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Vertafore AIM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Vertafore AIM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bass Underwriters Inc | Insurance | 200 | $20M | United States | Vertafore | Vertafore AIM | Insurance ERP | 2013 | n/a |
In 2013, Bass Underwriters Inc implemented Vertafore AIM as its Insurance ERP to consolidate agency accounting and billing functions. The deployment targeted finance and agency administration for a mid sized insurance broker with approximately 200 employees, centralizing accounting workflows and policy billing into a single application.
Vertafore AIM was configured to deliver core accounting ledger functionality, agency billing and trust accounting, commission processing, and standard reporting capabilities consistent with Insurance ERP requirements. Configuration work emphasized chart of accounts standardization, billing cycle setup, and commission schedule configuration, with a goal of replacing previously fragmented tools including Omni and Aim accounting software.
The implementation centralized transaction processing and established a single source of accounting and billing information used by finance, accounting, and agency operations. Governance included configuration controls for accounting structures and documented billing and commission workflows, with phased adoption across accounting and agency teams and targeted training to align process ownership and operational procedures.
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Bloss & Dillard | Insurance | 49 | $5M | United States | Vertafore | Vertafore AIM | Insurance ERP | 2020 | n/a |
In 2020, Bloss & Dillard implemented Vertafore AIM to support MGA underwriting and policy administration. Vertafore AIM is applied across the company's U.S. operations and is used as an Insurance ERP platform to centralize underwriting, quoting, binding, and policy servicing workflows.
Deployment concentrated on operationalizing underwriting and policy servicing workflows to reduce duplicate data entry and speed underwriting throughput, outcomes cited on Vertafore's AIM product page. Vertafore AIM provides functional capabilities for quote generation, binder issuance, and policy lifecycle tasks, and it is used by underwriting and policy administration teams to standardize data capture and routine workflows, with governance focused on process standardization across MGA operations.
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U.S. Risk Insurance Group | Insurance | 51 | $7M | United States | Vertafore | Vertafore AIM | Insurance ERP | 2023 | n/a |
In 2023, U.S. Risk Insurance Group implemented Vertafore AIM as an Insurance ERP solution. The deployment targeted U.S. MGA operations and was scoped to centralize underwriting and policy servicing while modernizing policy administration and back-office workflows.
Vertafore AIM was configured as the core policy administration and underwriting engine, supporting policy lifecycle management, automated business rules, and centralized policy data. The implementation paired Vertafore AIM with ImageRight for document imaging and workflow automation, and integrated with VPI and ePayPolicy to support external data connectivity and payment processing.
Operational coverage focused on underwriting, policy administration, claims intake and payments within the companys U.S. MGA operations. Governance efforts emphasized consolidation of servicing workflows, standardized underwriting procedures, and orchestration of claims and payments workflows to reduce manual handoffs and improve back-office efficiency.
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Buyer Intent: Companies Evaluating Vertafore AIM
- Dream Weavers Realty, a India based Construction and Real Estate organization with 30 Employees
- 24Tech, a United States based Professional Services company with 10 Employees
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