Artificial intelligence is transforming how brokerages operate. At AtlasBrokers, we're building AI that doesn't replace brokers — it makes them dramatically more effective.
Document OCR & Entity Extraction
Upload any document — a policy, contract, application, or statement — and our AI instantly extracts:
- Key entities: Names, addresses, phone numbers, email addresses
- Dates: Effective dates, expiration dates, renewal dates
- Financial values: Premiums, coverage amounts, deductibles
- Document type: Automatically categorized for filing
This eliminates hours of manual data entry. What used to take 15 minutes per document now happens in seconds.
Deal Scoring
Not all deals are created equal. Our machine learning model analyzes your historical deal data to predict outcomes:
- Win probability: How likely is this deal to close?
- Risk factors: What's most likely to derail it?
- Recommended actions: What should you do next to improve your odds?
The model learns from your team's patterns — the more you use it, the smarter it gets.
AI Agents
Beyond document processing and scoring, our AI agents can autonomously handle:
- Lead qualification: Score and route incoming leads based on fit criteria
- Follow-up reminders: Automatically schedule outreach based on deal activity
- Data enrichment: Pull public information to fill in contact profiles
- Report generation: Create summaries and insights on demand
Getting Started
AI features are available on Professional plans and above. No configuration required — they work out of the box with your existing data.
Explore AI features or talk to our team to see them in action.