Platform
Eighty-three powerful modules working together as one seamless operating system.
Built For You
Whether you are a solo broker, a growing team, an enterprise, or an MGA, AtlasBrokers adapts to your workflow.
Everything a one-person brokerage needs to compete with the big firms.
Platform at a Glance
A comprehensive platform designed to serve brokerages of every size across Canada.
AI-Powered Modules
Provinces Covered
Spotlight
Deploy intelligent agents that handle lead qualification, follow-ups, compliance checks, and renewal outreach around the clock. They learn your playbook and execute flawlessly.
Learn moreDeploy autonomous AI workers that handle repetitive tasks 24/7. From prospecting to compliance, your agents never sleep, never forget, and always follow your playbook.
A complete view of every client, prospect, and partner. Automatically enriched with public data and intelligently organized so you never lose context.
Visualize and manage every deal from first contact to bound policy. Drag-and-drop pipeline stages with AI-powered probability scoring and revenue forecasting.
Find and convert high-quality prospects with AI-powered lead scoring, automated outreach sequences, and integrated landing pages that capture and qualify leads.
Generate multi-carrier quotes in seconds. Compare rates side-by-side, create professional proposals, and bind coverage -- all without leaving AtlasBrokers.
Secure, organized storage for every policy, certificate, and compliance document. Full version history, smart search, and automated expiry tracking.
Unified inbox for email, SMS, chat, and calls. Every conversation is logged, searchable, and automatically linked to the right contact and deal.
Stay ahead of regulatory requirements with automated monitoring, document auditing, and filing deadline tracking. Never miss a compliance obligation again.
Real-time dashboards and custom reports that give you complete visibility into pipeline health, agent performance, revenue trends, and team productivity.
Ask anything in plain language. The Broker Brain searches through guides, FAQs, and glossary terms using semantic AI search -- and always cites its sources.
Errors & Omissions (E&O) insurance protects professionals against claims of negligence or inadequate work. For brokers, it covers legal costs if a client alleges...
Never miss a lead again. The Voice Agent handles inbound calls, conducts intake over the phone, transcribes everything, and creates leads in your CRM automatically.
"Hi, I'm looking for home insurance for a property in Toronto. It's a detached house, about 2,400 sq ft, built in 2018..."
Describe what you want automated and the AI builds it. No drag-and-drop, no flowcharts -- just tell it what to do and it creates executable workflows with conditions, delays, and notifications.
Upload any document and let AI extract every detail. From contracts to property photos, our vision AI turns unstructured data into actionable intelligence.
AI that sees the future. Our prediction engine analyzes your workspace data to surface scores, risks, and opportunities before they happen.
Six new specialist agents that work 24/7. They monitor renewals, follow up on stalled deals, and coordinate with each other to handle complex requests.
Understand every word. Sentiment analysis, email triage, policy translation, and call summaries powered by natural language processing.
"Your policy covers up to $500K in property damage. You pay the first $1,000 (deductible)."
Stay ahead of the market. Monitor regulatory changes, track carrier news, and detect fraud patterns across your book of business.
A live interactive map for consumers to find brokers by location, province, service type, and rating.
Real-time chat between consumers and brokers. AI-powered reply suggestions help brokers respond faster.
Consumers compare up to 4 brokers side-by-side with AI-powered analysis highlighting strengths and best-fit recommendations.
Public booking pages with real-time availability. Consumers book consultations without phone tag.
Course library with modules, quizzes, and certifications. Level up your team's industry expertise.
Give your clients self-service access to their policies, documents, and claims. Transparent, modern, and always accessible.
Track every dollar earned across all your policies. Monitor pending, received, and overdue commissions with automatic calculations.
Nurture leads and clients with automated multi-step email and SMS sequences. Set triggers, customize timing, and track engagement.
Build custom reports with the metrics that matter to your business. Visualize trends, export data, and save templates for recurring analysis.
Extend your brokerage with powerful add-ons. From AI tools to integrations and compliance modules, install what you need with one click.
Grow your platform organically with a built-in referral system. Users earn rewards for bringing new brokers and clients.
Connect your workspace to any external service with real-time webhook notifications. HMAC-signed payloads ensure security and reliability.
Add an extra layer of security with TOTP-based two-factor authentication. Compatible with Google Authenticator, Authy, and any TOTP app.
Fine-grained permission system with 26 controls across 11 categories.
Enterprise single sign-on with SAML 2.0 protocol support.
Network-level security with IP restrictions and session management.
Canadian data privacy compliance with retention policies and erasure requests.
Claude-powered document parsing with entity extraction and analysis.
Public-facing AI chatbot widget for visitor engagement.
AI-powered deal win probability and revenue forecasting.
AI-generated email drafts with tone control and auto-reply suggestions.
Dear John,
I hope this message finds you well. Your home insurance policy POL-2025-10847 is set to renew on March 15, 2026. Your current premium of $1,200/yr reflects your excellent claims-free history.
I've reviewed your coverage and have a few updates to discuss...
Multi-step approval chains with conditional triggers.
Internal team messaging with channels, threads, and reactions.
Dynamic field definitions for contacts, deals, and leads.
Template engine with variable interpolation and live preview.
Build personalized dashboards with 9 widget types.
Visual deal pipeline with card-based stage management.
Geographic territory assignment with auto-lead routing.
Response and resolution time tracking with breach detection.
CSV-based data import with auto-field mapping and export.
Connect Gmail, Outlook, or IMAP for automatic email syncing.
Digital signature collection with public signing links.
Full contract lifecycle from draft to renewal.
Client satisfaction measurement with public response collection.
Team performance tracking with achievements and rankings.
Cross-workspace overview and management.
Jitsi-powered video conferencing integrated with CRM.
Create, send, and track beautiful proposals that convert. AI suggests packages tailored to each client's profile and history.
Professional invoicing with automated payment reminders and Stripe-powered subscription management. Get paid faster with less chasing.
Interactive public-facing calculators for life, home, auto, and disability insurance. Embed on your profile to generate qualified leads with pre-filled intent data.
AI continuously scans your book of business and surfaces the highest-value cross-sell and upsell opportunities — ranked by probability and revenue potential.
Proactively manage your renewal book with AI-powered churn prediction, automated re-engagement sequences, and a centralized renewal management board.
ML-powered revenue forecasting with scenario modeling, quota tracking, and attainment projections. Know exactly where you'll land before the quarter ends.
Visualize every stage of your lead-to-close funnel. Instantly identify where prospects drop off and which channels, agents, and products convert best.
Run statistically rigorous A/B tests on emails, subject lines, landing page copy, and CTAs. Stop guessing — know what actually converts.
AI reads every incoming email, classifies it by intent and urgency, and routes it to the right team member — with a suggested reply already drafted.
Never let an agent's license lapse. Centralize all professional licenses, E&O coverage, and continuing education requirements with automated renewal alerts.
Give managers a complete picture of team performance, coaching opportunities, and goal attainment with pre-built rep scorecards and activity heatmaps.
Complete, immutable record of every action taken in your workspace. Search, filter, and export audit events for compliance reviews, security investigations, and regulatory reporting.
Real-time in-app notifications for every important event across your workspace. Stay informed without switching apps or checking email constantly.
Make AtlasBrokers feel like your own platform. Customize the workspace with your brand colors, logo, and messaging — all the way down to email footers.
Full GDPR, PIPEDA, and CCPA compliance toolkit. Export all personal data for a subject request, anonymize records, and manage consent at scale.
Real-time platform status page with uptime history, incident management, and automatic subscriber notifications when services are degraded.
Install AtlasBrokers as a native app on any iOS or Android device. Offline support, push notifications, and fast loading — no app store required.
Mass-update hundreds of contacts, leads, or deals in a single action. Stop clicking record by record — bulk assign, tag, move, archive, and export at scale.
Manage an entire network of brokerages under one organization umbrella. Consolidated reporting, shared templates, and individual workspace isolation keep every office productive and compliant.
Ask any insurance question in plain language. The retrieval-augmented knowledge assistant searches your guides, FAQs, and glossary using vector embeddings and returns precise, cited answers.
Upload or paste two insurance policies and get a structured side-by-side breakdown. Claude AI highlights coverage differences, gaps, exclusions, and recommends the better fit.
A fully compliant JSON-RPC 2.0 Model Context Protocol server at /api/mcp. Exposes 6 tools and 2 resources for AI agents and LLM integrations to query your workspace programmatically.
Drop a fully-branded embeddable quote widget or broker search on any website with a single script tag. The /api/v1/embed/ REST API powers any white-label insurance experience.
A hybrid scoring engine combining rule-based signals with Claude AI analysis to rank every upcoming renewal by churn risk. Act early, retain more clients.
A mobile-first client portal wallet where all active policies appear as digital cards. Clients see coverage at a glance, track claims on a timeline, and download documents instantly.
Clients upload photos of damage. Claude's vision API assesses severity, classifies damage type, estimates repair costs, and pre-fills every field in the claim form.
The chat widget automatically detects the visitor's language and translates responses in real time. A language badge shows active translation so the broker always knows.
Brokers and clients share a live document view with real-time cursor sync, collaborative annotations, and session persistence. Guide clients through complex decisions side by side.
Client-side AES-256-GCM encryption means documents are encrypted in the browser before upload. The server never sees plaintext. Passphrase-protected sharing grants secure access.
Compare
See how we stack up against the tools you might be using today.
| Feature | AtlasBrokers | Traditional CRM | Spreadsheets | Legacy Software |
|---|---|---|---|---|
| AI-Powered Lead Scoring | ||||
| Multi-Carrier Quoting | Limited | |||
| Autonomous AI Agents | ||||
| PIPEDA Compliance Built-in | Add-on | |||
| Real-Time Analytics Dashboard | Basic | Basic | ||
| Document OCR & AI Extraction | ||||
| White-Label Branding | Add-on | |||
| E-Signature Workflows | Add-on | Add-on | ||
| Client Self-Service Portal | Limited | |||
| Mobile PWA with Offline Mode | Limited | |||
| Voice AI Phone Intake | ||||
| Role-Based Access Control | Basic | Basic | ||
| SSO & SAML 2.0 | Enterprise | Enterprise | ||
| Webhook Event System | Limited | |||
| Multi-Office Franchise Management | Add-on | |||
| Insurance-Specific Workflows | Limited | |||
| Commission Tracking & Export | Manual | Basic | ||
| Natural Language Workflow Builder | ||||
| Churn Prediction & Renewal Risk | ||||
| Embedded Insurance API |
Integrations
API-first architecture designed for future integrations
Coming soon — our API-first architecture is designed to connect with these platforms.
Google Workspace
Productivity
Microsoft 365
Productivity
Slack
Communication
QuickBooks
Accounting
Applied Epic
Insurance
Stripe
Payments
Zapier
Automation
Salesforce
CRM
DocuSign
E-Signature
Jitsi Meet
Video
Twilio
SMS/Voice
AWS S3
Storage
Neon PostgreSQL
Database
Claude AI
AI/ML
Vercel
Hosting
PostHog
Analytics
Plus webhooks and REST APIs for custom integrations. Learn more
Roadmap
Vote for the features you want most. Your votes directly influence our product roadmap.
Automatically assess and settle simple claims using AI analysis of photos and documents.
Direct API connections to top Canadian carriers for real-time quoting and binding.
A dedicated iOS/Android app for policyholders with push notifications and digital ID cards.
Auto-transcribe client meetings and extract action items into your task queue.
Let clients see their own claims history, coverage utilization, and renewal timeline.
Auto-translate policy documents and proposals into French, Mandarin, Punjabi, and more.
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