Atlas
- Read the request
- Planned the work
- Pulled the account in Epic
- Prepared the endorsement in the carrier portal
- Stopped for reviewApproveApproved ✓
- Finished – insured emailed, logged in Epic
What Atlas
Does
Atlas is an AI CSR that completes entire servicing tasks from start to finish. It reads incoming requests, figures out what needs to happen, and carries out the work across the agency’s existing systems.
It can handle endorsements, COIs, document requests, billing questions, quoting, carrier follow-up, insured communication, and AMS documentation. When a task requires judgment or approval, Atlas stops and puts the work in front of the account manager before anything is submitted or sent.
Uses the Computer
Like a Human
Atlas uses the mouse, keyboard, and screen to work inside your AMS, carrier portals, email, and other browser-based systems just like a person would.
That means Atlas is not limited to tasks with APIs or prebuilt integrations. It can move between systems, read documents, enter information, download files, complete portal workflows, and return to the AMS to record what happened.
Grow Without Adding
Service Headcount
Atlas gives each account manager the capacity to handle more business by taking repetitive computer work off their desk.
For growing agencies, that means adding premium and accounts without adding service staff at the same rate. Over time, the productivity gain can eliminate the need for additional hires, reduce existing labor requirements, and save entire salaries.