One platform to run your entire brokerage. Start free, scale as you grow. No hidden fees, no surprises.
For solo brokers getting started with AI-powered tools.
What's included
For growing brokerages that need the full AI suite.
Billed $490/yr — save $98
What's included
For teams that need full control, security, and scale.
Billed $1490/yr — save $298
What's included
Save more with annual billing
Switch to annual billing and keep more money in your pocket. See exactly how much you save.
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ROI Calculator
See how much time and revenue BrokersAtlas can generate for your brokerage.
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How we compare
See how BrokersAtlas stacks up against traditional solutions on a per-user, per-month basis.
Save up to 59% compared to legacy insurance brokerage systems
Your data is safe
We protect your business with industry-leading security and a no-questions-asked guarantee.
Not satisfied? Get a full refund within 30 days. No questions asked, no hassle.
We are actively working toward SOC 2 Type II certification to meet the highest enterprise security standards.
Built with Canada's Personal Information Protection and Electronic Documents Act requirements in mind.
Not sure which plan?
Answer three quick questions and we will recommend the best plan for your brokerage.
Question 1 of 3
Full comparison
Every feature, side by side. Pick the plan that fits your brokerage.
| Feature | Starter | Pro | Enterprise |
|---|---|---|---|
| Workspaces | 1 | Unlimited | Unlimited |
| AI agents | 2 | Unlimited | Unlimited |
| Contacts | 100 | 10,000 | Unlimited |
| Leads | 50/mo | Unlimited | Unlimited |
| AI predictions | 5/mo | Unlimited | Unlimited |
| Document storage | 5 MB | 10 GB | Unlimited |
| Multi-carrier quoting | |||
| Workflow automation | |||
| Document OCR | |||
| Advanced analytics | |||
| Custom reports | |||
| Email sync | |||
| E-signatures | |||
| SSO & SAML | |||
| RBAC & custom roles | |||
| Audit logs | |||
| SLA monitoring | |||
| Custom AI training | |||
| Territory management | |||
| Dedicated support | |||
| MCP Server Access | |||
| Embed Widget API | |||
| Insurance Digital Wallet | |||
| Real-Time Co-Browsing | |||
| AI Policy Comparator | 5/mo | Unlimited | Unlimited |
| RAG Knowledge Assistant | |||
| E2E Encrypted Vault | 1 GB | 20 GB | Unlimited |
FAQ
Everything you need to know about AtlasBrokers pricing.
Yes. You can upgrade or downgrade your plan at any time. When upgrading, you get immediate access to new features. When downgrading, your current plan stays active until the end of your billing cycle.
Your data is never deleted. If you exceed the limits of your new plan (e.g., more than 100 contacts on Starter), your existing data remains accessible but you won't be able to add new records until you're within the plan limits.
Yes. Every new account gets a 14-day free trial of Pro features. No credit card required. After the trial, you can continue on the free Starter plan or upgrade.
Yes. Annual billing saves you 2 months compared to monthly pricing -- that's $98 saved on Pro and $298 saved on Enterprise per year.
AtlasBrokers uses Claude by Anthropic for all AI features including document analysis, deal scoring, email composition, and autonomous agents. Enterprise plans can fine-tune models on your own data.
Absolutely. All data is encrypted at rest and in transit. We are PIPEDA compliant, and Enterprise plans include SSO, RBAC, audit logs, and IP allowlisting for full security control.
Start free today. No credit card required. Full access to all features for 14 days.
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