Every client. Every renewal. Every claim. One platform that handles your entire book of business — from outbound prospecting to AI-powered customer service.
8
Integrated modules
4
Communication channels
85%
AI auto-resolution · illustrative target
12
Compliance checks
Platform
Atlas replaces the patchwork of spreadsheets, email threads, and disconnected tools that brokers cobble together today.
Every client, plan, and renewal in one searchable, real-time view.
AI voice calls, SMS sequences, and email campaigns that book meetings.
Ben resolves plan questions. Email, voice, SMS, chat — unified. 85% auto-resolution is the illustrative target.
Create RFPs, parse carrier quotes with AI, generate side-by-side spreads.
AI parses statements, calculates splits, dispatches payments automatically.
12 compliance checks run on schedule across ACA, COBRA, ERISA, HIPAA deadlines.
Claims analysis, network disruption, stop-loss placement. The self-funded wedge.
Pre-built OE drips, renewal sequences, COBRA notices. Multi-channel.
Book of business
Every employer group, every plan, every renewal date, every commission — visible and searchable in one place. No more cross-referencing BenefitPoint exports with spreadsheets.
Atlas outreach
AI-powered outbound prospecting that books meetings while you sleep. Voice AI calls, SMS sequences, and email campaigns — all coordinated from one engine.
Voice AI
AI voice calls that qualify brokers and book meetings
SMS campaigns
Twilio sequences with smart follow-up and opt-out management
Email outreach
Personalized drip campaigns with AI-generated content
Pipeline sync
Every touchpoint logged to your CRM automatically
AI customer service
Upload a plan document. Ben answers 85% of employee questions — deductibles, copays, coverage, claims — with citations. The rest route to you with full context.
Upload a plan document. Ben extracts every deductible, copay, and coverage detail. Answers employee questions with page-level citations.
Auto-escalation when response targets are missed. Priority-based SLAs (15min urgent → 24hr low). Real-time compliance tracking.
Post-resolution satisfaction surveys. NPS scoring. Channel breakdown, category analysis, AI resolution rates — all in one dashboard.
Multi-channel support
Resend inbound/outbound with AI triage
Voice
Multi-provider AI voice with automatic failover
SMS
Twilio bidirectional with TCPA compliance
Chat
Embeddable widget for client portals
RFP & renewals
Create RFPs, distribute to carriers, ingest quotes with AI, and generate side-by-side spreads — all from one workflow. Stop re-keying data between systems.
RFP builder
Multi-plan questionnaire with branded templates
AI quote parser
Carrier proposals auto-parsed with confidence scores
Quote spreader
Side-by-side comparison with variance highlighting
Renewal pipeline
90/60/30-day urgency tiers with auto-reminders
Intelligence layer
No competitor touches claims intelligence, network disruption analysis, or stop-loss placement. This is where Atlas wins.
Ingest claims experience data. Loss ratio modeling, IBNR projections, large claimant identification with clinical risk scoring.
MRF data analysis shows which providers are in/out of network across carriers. Quantify disruption before you switch.
Automated stop-loss carrier proposals, laser analysis, and captive feasibility modeling. Self-funded conversion analysis.
Pharmacy spend analysis, GLP-1 trend tracking, biosimilar opportunity identification, formulary optimization.
Monte Carlo simulation for risk scoring. Premium recommendations calibrated to claims history and demographic profile.
How does this group compare to market? Industry-specific benchmarks for premiums, plan design, and utilization patterns.
Compliance engine
ACA, COBRA, ERISA, HIPAA — generates 1095-C XML, 5500 Schedule A, SPD, Part D notices and tracks every deadline; e-filing remains with your filer. Compliance isn't a feature; it's the foundation.
Commission intelligence
Our AI engine parses carrier commission statements — PDF or CSV — extracts every line item with confidence scores, and calculates splits across your producer hierarchy automatically.
Outbound campaigns
Pre-built multi-channel sequences for every moment that matters. Email, SMS, and voice — coordinated automatically.
6steps
30-day drip with escalation
5steps
90-day proactive timeline
4steps
Welcome → enroll → verify
4steps
30-day QLE window tracking
4steps
Legally required notices
Why Atlas
PlanYear and PlanSight cover 30% of what brokers need. Atlas covers 100%.
| Capability | PlanYear | PlanSight | Atlas |
|---|---|---|---|
| RFP wizard | |||
| Quote spreader | |||
| Renewal management | — | ||
| AI document parsing | |||
| Commission tracking | — | — | |
| AI customer service | — | — | |
| Outbound prospecting | — | — | |
| Claims intelligence | — | — | |
| Network disruption | — | — | |
| Stop-loss placement | — | — | |
| Rx analytics | — | — | |
| Compliance automation | — | — | |
| Multi-channel campaigns | — | — | |
| Voice AI agents | — | — |
Filled ring = only Atlas has it.
Atlas is in private beta with select brokerages. Request access to see the full platform.