Four purpose-built agents for the operational work that pulls your team away from clients — daily carrier checks, service tracking, quoting, and marketing intelligence. Each one is built for a specific workflow, with humans in the loop at every step.
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.
Still paying staff to spend hours combing carrier portals every morning? You handle the secure login and MFA — then Sam takes over, pulling every pending issue across your carriers automatically. In our own agency, a review that took 3 hours by hand is done in under 5 minutes — and the small things that quietly cost you accounts get caught early, every single day.
Pending service items shouldn't live in someone's head or scattered across portal tabs. Alex takes everything Sam surfaces and turns it into a single, configurable dashboard your whole team can act on — nothing forgotten, nothing duplicated. No CRM required. Already on one? Alex pushes it all straight there too — accurate, current, and automatic.
Fetch, Fido! Quoting is where hours disappear — rekeying the same household into portal after portal, carrier by carrier. 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. You handle the secure login and MFA, then Fido runs your quote exactly as you entered it — and the finished proposals land right in the client's profile, ready for your licensed team's review. In our own agency, quoting a full household across every carrier — once 60–90 minutes of rekeying — now takes under 10 minutes.
Most agencies are flying blind on marketing — spend scattered across platforms, no single view of what's actually working. Pixel pulls it all into one dashboard, across Google and Meta, so you get a clear, current view of where your leads come from and where your dollars are working hardest.
Atlas runs alongside your existing systems — not instead of them. Your carrier data flows to your AMS as usual, and Atlas independently captures the operational data that falls through the cracks.
Direct carrier data access independent of your AMS
Insurance-grade data security and compliance
Approval workflows at every critical step
Every agency is different. Let's walk through your specific workflows and show you where Atlas delivers the most value.
20 minutes · No commitment · See it on your own workflows