Each agent is built for a specific operational domain in your agency. Together, they form a coordinated system that handles the operational weight — with human oversight at every decision point.
Stop re-keying data and chasing missing fields. The Intake Agent captures client information once, validates it for completeness, and routes it into the right workflow — whether it's a new personal lines client or a complex commercial account.
Renewals shouldn't be a scramble. The Renewal Agent surfaces upcoming renewals 90 days out, assembles complete data packages, and initiates the re-marketing workflow — giving your team time to be strategic instead of reactive.
Regulatory requirements shift constantly across states and lines of business. The Compliance Agent monitors changes, flags exposure in your book, and ensures documentation meets current standards — reducing E&O risk automatically.
From intake data to carrier-ready applications in minutes, not hours. The Quoting Agent pre-fills applications, generates comparative rate analysis, and presents options so your team can advise — not just process.
Client communication shouldn't fall through the cracks. The Communication Agent drafts and coordinates policy updates, renewal reminders, follow-ups, and milestone notifications — maintaining your agency's voice and tone across every touchpoint.
Data without insight is just noise. The Analytics Agent tracks operational KPIs across your entire book, surfaces retention risks before they become losses, and identifies cross-sell and growth opportunities you'd otherwise miss.
Missed follow-ups cost policies. The Scheduling Agent coordinates appointments, task deadlines, and follow-up cadences across your entire team — making sure every touchpoint happens on time, every time.
The conductor of the orchestra. The Workflow Agent orchestrates handoffs between all other agents, manages escalation paths, handles edge cases, and ensures nothing falls through the cracks — even as complexity scales.
Every demo is led by our founder — an independent agent who built Atlas to solve the operational challenges he lived every day. See exactly how the 8 agents work together for your agency.
Built by an independent agent, for independent agents.