The AI CRM for life-insurance brokers

Deep insights. Calm command.

OceanAtlasX is the intelligent navigation system for your book of business — carriers, products, conversations, calls, and AI agents in one calm, all-day workspace.

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14-day free trial · No credit card required

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Built for regulated insurance data

New, and building in the open — your client data is protected by the same controls from day one.

Encrypted at rest

SSNs and integration credentials are AES-256-GCM encrypted at the field level.

Tenant isolation

Every record is scoped by organization with Postgres row-level security.

Audit logging

Sensitive actions — impersonation, role and billing changes — are recorded.

Monitored

Production errors are captured in real time and triaged, not ignored.

Pipeline

One pipeline, every carrier signal.

A board that thinks. Weighted forecasts by product and carrier, at-risk alerts on stuck underwriting, and drag-to-move stages — from needs analysis to in-force.

Weighted forecasting by stage probability
Automatic at-risk and stuck-in-UW detection
Kanban or funnel — your choice, instantly

Conversations

Every channel in harmony.

SMS, email, and voice in one unified inbox. Reply from anywhere, and let Atlas draft the next message in your voice — always with the linked client, application, and policy context.

Unified SMS, email, and voice inbox
AI-drafted replies, on brand
Full context from the linked policy or app

Analytics

Decisions, not dashboards.

Premium trends, placement rates by carrier, source ROI, and producer leaderboards — the numbers that move the quarter, no spreadsheet required.

Premium and placement-rate trends
Funnel and source attribution
Schedulable, exportable reports

AI Call Coaching

Every call, transcribed and graded.

Atlas transcribes every recording, scores the conversation, and tells each producer exactly where to improve — automatic coaching on every call, no manager review required.

Letter grade and 0–100 score per call
Scored on discovery, objections, talk ratio, next steps
Key moments, action items, keyword extraction

Coming soon · iOS & Android

Your atlas, in your pocket.

Native iOS and Android apps are charting toward TestFlight this winter. The same calm command, optimized for one hand — bottom-tab nav, drill-down inbox, and call-from-anywhere built for mobile-first brokers in the field.

We'll email you when TestFlight goes live. No spam.

Conversations

Dashboard

Pipeline

Bottom-tab nav

Home, Leads, Pipeline, Inbox — and "More" for everything else. Thumb-reachable, always.

Atlas in your pocket

Voice-dictate notes after a client meeting. Atlas summarizes and files them to the right application.

Push-to-call & respond

Notifications you can answer with one tap — texts, voicemail transcripts, missed calls.

Works offline

Client notes, tasks, and call dispositions queue offline and sync the moment you reconnect.

Meet Atlas

The AI that knows your entire book.

Atlas is connected to every client, application, carrier, and conversation you have. Ask it anything in plain language — it pulls the data, builds the report, drafts the email, or spins up the workflow for you.

Which in-force policies are most at risk of lapsing this quarter?

✦

Three policies are flagged: Harbor IUL ($840/mo), Vertex Term-30 ($212/mo), and Northbridge Whole ($465/mo). Want me to draft retention outreach?

Yes, and build a 3-step renewal nurture for the rest of the book.

✦

Done — 3 retention drafts in your voice, and “In-Force Nurture” workflow created (SMS → wait 1d → email). Review & activate →

Ask for any dataPremium, placement rates, response times — instant answers.

Generate reportsBuild and schedule reports from a sentence.

Build workflowsDescribe it; Atlas assembles the steps.

Draft emails & SMSOn-brand templates and replies, ready to send.

Score & prioritizeKnows who to call next, and why.

Whole-book awareConnected to every record in your workspace.

300%

More lead conversion

<5 min

Speed-to-lead response

99.9%

Platform uptime

Modules, one platform

Pricing

Simple plans that scale with you.

14-day free trial on every plan. No credit card required.

Starter

For solo brokers getting started

$49/user · mo

Start free trial

Up to 3 seats
Leads, pipeline & conversations
Unified SMS & email inbox
Basic workflows
Atlas assistant (100 prompts/mo)

Frequently asked questions

Yes. Pipelines model the broker workflow end to end — needs analysis, application, underwriting, in-force, renewal — with carrier and product fields wired in from day one. You can run term, whole, IUL, and annuity books on the same workspace, or stand up additional verticals if you need them.

Atlas is connected to every carrier, product, application, and conversation in your workspace. Ask it which clients are due for a needs review, which apps are stuck in underwriting, or to draft a renewal nudge in your voice — it pulls the data and acts.

Yes. STOP/HELP keyword handling, opt-out enforcement, 10DLC campaign metadata, and per-org consent logs are built in. AI voice agents and the power dialer share the same consent ledger so a client can opt out anywhere and it sticks everywhere.

No — Atlas is the calm second brain. It drafts, scores, and prioritizes; you decide. Most teams use it to absorb the busywork (call summaries, follow-up drafts, at-risk alerts) so brokers can spend their hours on the conversations that close.

14-day free trial on every plan, no credit card required. Import your book, connect your number, and Atlas starts working in minutes.

Per-org row-level security on every record, AES-256-GCM for SSNs and beneficiary PII, full audit log, scoped admin in every API route, and SSO + SAML on Enterprise. Your data is yours — we never train shared models on it.

Chart your growth with OceanAtlasX.

Start free in under five minutes. Bring your book, connect your carriers, and let Atlas take it from there.

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