Features
Every module a brokerage needs.
Pipelines, conversations, AI agents, analytics, voice, SMS — designed for life-insurance brokerages, configured for your team.
Intelligence
Atlas AI agents
Deploy AI agents that score leads, summarize calls, draft renewal nudges, and surface the books at risk of lapsing.
- Automatic lead scoring on every engagement signal
- Document analysis for app PDFs and underwriting forms
- AI-drafted follow-ups, renewals, and summaries
- Continuous background processing — no manual review needed
Pipeline & Book
Multi-product pipelines
Run term, IUL, whole, and annuity pipelines side by side. Drag policies through custom stages — needs analysis, application, underwriting, in-force.
- Kanban boards with drag-and-drop stages
- Pipeline-specific custom fields per product
- Win probability and weighted premium forecasting
- Lead rotation and assignment rules by producer
Reports & analytics
Premium trends, placement rates by carrier, conversion metrics, and producer leaderboards — exportable and schedulable.
- Pipeline velocity and conversion rates
- Premium forecasting and trend analysis
- Producer performance leaderboards
- Scheduled report delivery via email
Lead & client management
Centralized client database with advanced filters, tags, full interaction timelines, and bulk actions across thousands of contacts.
- Advanced filtering and saved views
- Activity timeline with full interaction history
- Bulk import, export, and update
- Duplicate detection and merge
Automation
Workflow automation
Visual workflow builder with triggers, conditions, delays, and actions. Automate underwriting follow-ups, document chases, and renewal nudges.
- Drag-and-drop workflow canvas
- Event-based and scheduled triggers
- Conditional branching and parallel paths
- Webhook integrations and API calls
Funnel builder
Create acquisition funnels with landing pages, forms, and conversion tracking. Visualize the entire lead-to-policy journey.
- Multi-step funnel creation
- Conversion rate tracking at each stage
- A/B testing support
- Integration with email and SMS sequences
Communication
Email campaigns
Build email sequences with templates, scheduling, open tracking, and reply detection. One-off broadcasts or automated drips.
- Visual email template builder
- Drip sequences with smart delays
- Open, click, and reply tracking
- Personalization with merge fields
SMS campaigns
Send bulk SMS, schedule campaigns, and track delivery and response rates. STOP/HELP keyword handling and 10DLC compliance built in.
- Bulk messaging with scheduling
- Template library with variables
- Delivery and response tracking
- Opt-out management and TCPA compliance
AI chatbot & voice
Deploy AI chatbots and voice agents to qualify leads, answer carrier-product questions, and route hot conversations to the right producer.
- No-code chatbot configuration
- AI voice agents with Vapi backbone
- Lead capture and CRM sync
- Live handoff to producers
Team & Platform
Team management
Granular roles and permissions, shared views, activity feeds, and performance tracking across your producers and back office.
- Role-based access control
- Activity feeds and audit logs
- Team-level and individual dashboards
- Invitation and onboarding flow
Partner & agency portal
Manage downline agents, IMOs, and FMOs with dedicated portals, override registration, and commission tracking.
- Partner onboarding and profiles
- Override registration and approval
- Commission tracking and payouts
- Partner performance dashboards
Vertical templates
Pre-built configurations for life, annuity, mortgage protection, final expense, and more. Pipelines and workflows ready on day one.
- Life term, IUL, whole, annuity, mortgage protection, final expense
- Custom pipeline stages and terminology
- Vertical-specific automations
- Start from template or build from scratch
Custom fields
Add custom fields to clients, policies, and carriers. Text, number, date, dropdown, multi-select, and formula fields.
- Field types: text, number, date, dropdown, multi-select
- Conditional field visibility
- Formula fields for calculations
- Field grouping and ordering
White-label
Rebrand the entire platform with your agency logo, colors, and domain. Perfect for IMOs and FMOs serving downline producers.
- Custom logo and brand colors
- Custom domain support
- Branded email sending
- Producer-facing portal customization
Atlas AI
The AI that knows your entire book.
Wired into every client, policy, carrier, and conversation. Ask Atlas anything in plain language — it pulls the data, builds the report, drafts the email, or spins up the workflow for you.