Everything you need to know about AtlasBrokers
Follow these steps to set up your brokerage platform
Create Account
Sign up free
Set Up Profile
Add brokerage info
Import Contacts
CSV or manual entry
Configure Agents
AI-powered tools
Start Quoting
Multi-carrier quotes
Build integrations with the AtlasBrokers public API, automate workflows with Zapier webhooks, and embed data in your own apps.
API Reference
REST API for brokers, reviews, and search
Webhooks Guide
Real-time event delivery to your endpoints
SDK
TypeScript & Python client libraries
Changelog
API updates, new features, and deprecations
Create your account, set up a workspace, and learn the basics
Real-time snapshot of your brokerage operations at a glance
Autonomous agents that handle repetitive brokerage workflows
Central hub for managing all client relationships and contacts
Track every opportunity through your sales pipeline visually
Capture, score, and nurture prospects from first touch to conversion
Generate professional insurance quotes and track their lifecycle
Securely store, organize, and search all your brokerage documents
Manage all client communications from a single unified inbox
License tracking, expiry alerts, and jurisdiction-specific checklists
Organize your team's work with table and Kanban views
View tasks and meetings with month, week, and day views
Data-driven insights into your brokerage performance in real time
Use the Broker Brain agent to search guides, FAQs, and glossary with AI
How agents remember facts and preferences across conversations
Set up cron schedules and automate agent runs on a recurring basis
Create teams of AI agents that collaborate using different strategies
Create automated workflows using natural language instructions
AI-powered phone agent that handles inbound calls and creates leads
Add an AI chat widget to your website for visitor engagement
AI-powered multi-carrier quoting with risk analysis and comparison
AI-driven churn prediction, cross-sell detection, and market insights
AI-powered document parsing, data extraction, and policy comparison
Extract structured data from any insurance document using AI-powered computer vision.
AI-powered predictions that help you prioritize leads, prevent churn, and estimate premiums.
New specialist agents that handle complex tasks autonomously.
Natural language processing tools for communication intelligence.
Stay ahead with market monitoring and fraud detection.