We're excited to announce the biggest release in AtlasBrokers history — 24 enterprise-grade features designed to help brokerages of all sizes operate more efficiently, collaborate better, and close deals faster.
What's New
Security & Compliance - **Role-Based Access Control (RBAC)** — Define granular permissions for every team member. Admins, managers, and agents each see exactly what they need. - **SSO / SAML Integration** — Connect your existing identity provider for seamless single sign-on across your organization. - **IP Allowlisting** — Restrict workspace access to trusted networks for an extra layer of security. - **Audit Logs** — Full visibility into who did what, when. Every action is tracked and exportable.
Collaboration - **Team Chat with Channels** — Real-time messaging organized by topic, deal, or team. Mention colleagues, share files, and keep conversations in context. - **Video Meetings** — Built-in video conferencing powered by Jitsi. No external tools needed — start a meeting directly from any deal or contact. - **Approval Workflows** — Multi-step approval chains for quotes, contracts, and proposals. Set up sequential or parallel approvals with automatic notifications.
Productivity - **Kanban Boards** — Drag-and-drop pipeline management for deals, tasks, and leads. Customize columns and swimlanes to match your workflow. - **Document Templates** — Create reusable templates for proposals, contracts, and communications. Merge fields auto-populate with client data. - **Custom Fields** — Add any data point you need to contacts, deals, or leads. Support for text, numbers, dates, dropdowns, and more.
Intelligence - **AI Document OCR** — Upload any document and our AI extracts key entities, dates, and values automatically. - **Deal Scoring** — Machine learning models predict deal outcomes based on historical patterns, helping you prioritize your pipeline. - **Smart Search** — Perplexity-grade search across your entire workspace. Find anything in seconds.
Why This Matters
These features were built based on direct feedback from brokerages managing 10 to 10,000+ clients. Whether you're in insurance, real estate, mortgage, or financial services — these tools scale with your business.
Every feature is available today on Professional and Enterprise plans. Explore our pricing to find the right fit for your team.