Case Study: Bloss & Dillard Inc achieves streamlined operations, increased accuracy and greater capacity with Vertafore AIM

This MGA uses AIM to provide superior service to agents and brokers

Bloss & Dillard Inc. is a West Virginia–based managing general agent and wholesaler that has served independent agents across several states for more than 60 years. By 2009 the firm’s aging management software was slowing service, hindering integration with carrier systems, and limiting its ability to handle growing transaction volumes and evolving distribution models.

Bloss & Dillard implemented Vertafore AIM with guided implementation and intensive onsite training, quickly adopting AIM’s industry-standard, ACORD-friendly workflows. AIM now drives accounting, underwriting, quoting, binding and policy management, improving accuracy and efficiency, increasing capacity (enabling the firm to take on large commission‑check processing work) and supporting continued growth and better service.

Bloss & Dillard Inc

Tate Tooley

Head of IT