We've shipped another massive batch of features — 14 new modules and capabilities that make AtlasBrokers the most complete broker platform available.
Client Portal
Give your clients their own secure login to: - View their policies, contracts, and documents - Submit claims and requests - Upload required documents - Track the status of pending items
The portal is white-label ready — customize colors, logo, and domain to match your brand.
Commission Tracking
Finally, commission management that works: - Track commissions by deal, agent, and time period - Set up commission structures (flat rate, percentage, tiered) - Automatic calculations when deals close - Export reports for accounting
Drip Campaigns
Automated email and SMS sequences to nurture leads: - Visual campaign builder with drag-and-drop - Trigger-based sending (new lead, deal stage change, inactivity) - A/B testing for subject lines and content - Detailed analytics on opens, clicks, and conversions
More New Features
- Custom Reports — Build any report from your data with a visual query builder
- Two-Factor Authentication — TOTP-based 2FA for extra account security
- Referral Program — Let users earn rewards by inviting colleagues
- Marketplace — Browse and install integrations and add-ons
- Import/Export — Bulk data management with CSV and Excel support
- Territories — Assign geographic regions to team members
- SLA Monitoring — Track response times and service level compliance
- Survey Builder — Create and send client satisfaction surveys
- Leaderboard — Gamified performance tracking for your team
- Training Academy — Built-in course system for team onboarding
All features are live today. Check our pricing for plan availability.