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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Bold Penguin revolutionizes the commercial insurance landscape with its cutting-edge technology and sophisticated quoting software tailored for insurance agents, brokers, networks, carriers, and channel partners. It provides a comprehensive suite of integrated tools, such as terminal, exchange, storefront, and analytics, which collectively enhance the processes of quoting, lead generation, and underwriting specifically for small and medium-sized enterprises. With its terminal solution, agents can swiftly quote and bind policies, collaborating with both national and regional carriers to guarantee optimal coverage. The exchange platform not only fosters growth by creating a lead marketplace but also the storefront empowers agents to effectively manage digital quoting experiences for SMBs. Moreover, the analytics component leverages artificial intelligence to refine data extraction and underwriting practices. By harnessing these advanced technologies, Bold Penguin equips agents and partners to serve SMBs more effectively, thus boosting operational efficiency and opening up new avenues for business expansion. This commitment to innovation positions Bold Penguin as a leader in transforming the commercial insurance sector.

Description

The backbone of any Managing General Agent (MGA), Managing General Underwriter (MGU), or wholesale broker lies in the specialized and complex risks they handle. AIM is tailored specifically for these entities, streamlining underwriting, accounting, and claims processes to enhance efficiency and profitability within the insurance sector. By providing a user-friendly solution, AIM addresses unique transactional workflows, eradicates the need for redundant data entry, and offers real-time reporting alongside seamless integrations with key industry stakeholders. This system allows users to manage operations more effectively, enabling tasks such as clearing, quoting, binding, and invoicing all from one platform. Users can also ensure the accuracy of invoices, taxes, and fees, giving clarity on expected commissions. Additionally, AIM simplifies claims management by allowing for creation, tracking, and payment of claims while simultaneously keeping an eye out for potential fraud, thereby ensuring a holistic approach to risk management. This comprehensive functionality not only saves time but also empowers brokers to focus on strategic growth and client relationships.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Bold Penguin

Country

United Kingdom

Website

www.boldpenguin.com

Vendor Details

Company Name

Vertafore

Founded

1969

Country

United States

Website

www.vertafore.com/products/aim

Product Features

Commercial Insurance

Billing & Invoicing No 
Broker / Agent Portal No 
Claims Management No 
Commission Management No 
Customer Portal No 
Document Management No 
Insurance Rating No 
Policy Management No 
Quote Management No 
Reinsurance Administration No 
Risk Assessment No 
Underwriting Management No 

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management No 

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