Vertafore AIM integration guide
Connect the financial story around the policy.
AIM brings MGA and wholesale insurance operations together. A Grenvo pathway would connect the invoice and payment evidence around that work, preserving the policy and accounting references your team already uses.
Proposed premium and accounting module pathway for the segment described here, not a complete application journey or a universal platform shortlist. No live Grenvo connector or vendor partnership is claimed. Scope depends on licensed interfaces, your configuration and validation with the system owner.
For the MGA and wholesale insurance desk.
Start with one agency-bill premium flow. Agree the invoice export, remittance allocation and accounting return report before choosing an API route.
Preserve the business boundary.
The insurance platform remains authoritative for policy, billing and claim decisions. Grenvo’s proposed role is to connect obligations with payment evidence, route exceptions and return acknowledged financial results.
Map the records before the interface.
These are fields to confirm in your authorized data contract, not official vendor field names or promised API endpoints.
On small screens, scroll the mapping table horizontally.
| Record | Information to verify | Why it matters |
|---|---|---|
| Policy and transaction | Policy identifier, transaction type, effective date and original transaction reference. | Keep endorsements and cancellations linked to the right obligation. |
| Invoice and receivable | Invoice identifier, bill-to party, agency/direct bill designation, currency and open balance. | Compare the receipt with the amount actually due. |
| Agency and remittance | Agency account, statement period, remittance identifier and allocation detail. | Handle a remittance covering more than one policy. |
| Accounting acknowledgement | Posting reference, accepted status, rejection reason and acknowledgement time. | Know whether a matched receipt reached the accounting record. |
Make the first review useful.
Bring the operations owner, the accounting owner and the person responsible for platform access.
Build a discussion briefQuestions for your system owner
- Which AIM version and licensed interfaces are available to your organization?
- Does your program use agency bill, direct bill, or both, and who owns the receivable?
- How are commissions, fees and carrier remittances represented in the current export?
- Can payment application be acknowledged by a durable posting reference?
Agree an authorized sample, the handling of exceptions and a return acknowledgement before defining a pilot.
Design for the awkward cases.
A useful pathway needs more than a successful exact match.
Changed obligations
Check endorsements, cancellations and replacements against record versions. Do not apply a receipt to a stale obligation without an explicit decision.
Uncertain outcomes
Preserve the provider identity and hold the original attempt for reconciliation. Separate confirmed payment from acceptance by the receiving system.
Start with the handoff that slows your team down.
Map one application journey, the systems it crosses and the moments when someone has to rekey, chase or intervene.