Purpose-built AI agents that automate the operational workflows your AMS was never designed to handle. Integrates with your CRM and pulls data directly from carriers.
20 minutes · No commitment · See it on your own workflows
Critical operational data slips through the cracks every day. Renewal workflows live in spreadsheets. Commission reconciliation happens manually. Your team spends hours on tasks that should take minutes.
Coverage details, driver records, loss history, and commission data exist in your carrier feeds — but your AMS never fully processes them.
Renewal tracking, certificate management, and commission reconciliation still run on spreadsheets and sticky notes.
Your most experienced people spend their days on data entry instead of building client relationships.
Atlas is a browser extension and a dashboard — not another platform to migrate to. Your team logs into your carriers exactly as they do today, and the agents do the work inside those sessions. You keep your AMS, your carriers, and your process.
Your team installs a Chrome extension and works from one shared dashboard. No new software stack, no IT project.
You log into each carrier yourself, with your own MFA. Atlas works inside those sessions — your credentials are never stored or handed over.
Atlas runs alongside what you already use and captures what falls through the cracks. Nothing to migrate, nothing to rebuild.
Each Atlas agent is purpose-built for a specific insurance workflow — not a generic chatbot repurposed with prompts. They integrate with your CRM, pull data directly from carriers, and keep humans in the loop.
Four digital agents that handle the work pulling your team away from clients.
Atlas digital agents are software tools, not licensed insurance producers. They handle administrative and data tasks so your licensed team can focus on advising clients. They do not provide insurance advice, make coverage recommendations, or bind coverage.
Your daily carrier check agent
Mornings of portal-combing, done in minutes.
You handle the secure login and MFA — then Sam pulls every pending cancellation, renewal, claim, and underwriting issue across your carriers, automatically. Nothing slips through, and your team stays on clients instead of portals.
3 hours of daily portal work — now under 5 minutesYour logins stay yours — you handle login & MFA; agents never store or bypass your credentials.
See how Sam worksYour service command center
Every service item in one prioritized view.
Alex turns everything Sam surfaces into a single, configurable dashboard — every cancellation, renewal, claim, and underwriting issue your whole team can act on. No CRM required; already on one? Alex pushes it straight there, accurate and automatic.
Replaces a dozen open portal tabs See how Alex worksYour quoting agent
A whole household quoted across every carrier — not one at a time.
Drop in dec pages or applications and Fido pre-fills the data and completes each carrier's questions — quoting a new household across all your carriers at once, not carrier by carrier. You handle the secure login and MFA; the finished proposals land right in the client's profile, ready for your licensed team's review.
A full household across every carrier — under 10 min, was 60–90Your logins stay yours — you handle login & MFA; agents never store or bypass your credentials.
See how Fido worksYour marketing command center
Every marketing number in one dashboard.
Pixel pulls it all together across Google and Meta — connect GA4, Search Console, Google Ads, YouTube, and Meta Ads to see website traffic, search rankings, ad performance, and video reach in one place. A clear view of where your leads and dollars actually come from.
Five marketing logins become one dashboard See how Pixel worksYou handle each secure login and MFA. Your credentials stay yours — never stored, never bypassed.
Sam, Alex, Fido & Pixel pull data, organize it, quote, and measure — automatically, every day.
Nothing goes out without your licensed team's review and approval. Humans stay in the loop.
These four agents handle the live operations of an independent agency in the Colorado high country — the same software, the same dashboard you'd use. We don't sell what we wouldn't run our own book on.
Atlas was born inside an independent agency — not a Silicon Valley lab. Every workflow, every edge case, every "the carrier does it differently" scenario comes from years of firsthand experience.
In our own agency, every day
Join the early access program. We'll walk through your current workflows and show you exactly where Atlas fits.
20 minutes · No commitment · See it on your own workflows