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AAtlas
See a live renewal
The broker operating system

The operating system
for benefit brokers.

Broker-native. The book, the renewal, the commission — every object Atlas ships with. Seven modules turn on when you need them. Salesforce isn’t this; Applied Epic isn’t this.

Watch a 90-second tour with BenOr talk to a person
The base · included with every seat

A CRM that knows what a broker does.

Companies, contacts, deals, policies, plan years, renewal dates — native objects. SIC codes, funding types, carrier relationships — already modeled. You stop forcing Salesforce to be a broker CRM.

Renewals

Auto-surfaced at T-90.

Every plan year surfaces on its cadence. Tasks generate. Carrier outreach queues. You see the pipeline; the pipeline doesn’t see you scramble.

Book of business

Every client. Every carrier.

One view of every active relationship. Funding type, carrier, plan design, premium, renewal date, account owner — no Excel, no stale tab labeled “Final FINAL v3”.

Documents · RAG

Ask your book a question.

SBCs, SPDs, BAAs, proposals — parsed, embedded, queryable in natural language. “Which Harborview plans cover GLP-1s?” Answer comes back with the source page cited.

Seven modules · turn on per client

What a broker does, covered end-to-end.

Three modules are Velora-native — they run inside Atlas and share its data directly. Four more cover jobs outside the CRM, with a Velora option or the tool you already own. Atlas stays the system of record either way.

Velora-native
99.1%
Statement row-extraction accuracy
Module
Broker Comp

Our AI vision engine reads 60+ carrier statement formats. Schedule engine resolves expected per carrier × product × effective date. Splits, GA hierarchy, chargebacks, 1099-NEC, bonus, persistency, projection, aging — all shipped today.

Velora-native
203
Tests on the velora-billing recon engine
Module
Billing Recon

Carrier-invoice reconciliation runs in velora-billing — a standalone Velora product sold independently. Ghost dependents, retro terms, EDI 820 ingest, chain-hashed audit ledger. Atlas surfaces recon counts on the account when both products are wired together.

Velora-native
~3 min
Disruption report on a 1,000-EE census
Module
Network

velora-intelligence's MRF data — 79 carriers, weekly refresh — powers disruption reports, physician lookups, and plan benchmarking in minutes. Atlas calls the network service over HTTPS. Mercer does this as a services engagement.

Pick your rail
Ben Admin
HelloBen or Employee Navigator · bswift · Ease

White-label benefits portal for your clients. Share one enrollment graph with Atlas, or keep your existing vendor.

HRIS
HelloHR or BambooHR · Rippling · ADP · Paylocity

Right-sized HR for your clients. Shares one employee directory with HelloBen, or integrates with whatever HRIS they already run.

Marketing
Velora Marketing or HubSpot · Outreach · Smartlead

Outbound engine on Atlas's contact graph — email, SMS, voice drop, LinkedIn, AI voice. Keep HubSpot if you want it; Atlas stays the source of truth.

EDI
Velora EDI or Empyrean · BenefitMall · Softheon

834 generation against each carrier's companion-guide configuration; inbound 999 ACK parsing + reconciliation lands today (277 + AS2 are roadmap). Or hand the enrollment event to your existing EDI provider via webhook.

Benchmarks · pilot phase

Numbers we’ve already measured.

Atlas is in active pilot with benefit-broker agencies. Public customer references launch in Q2 2026. In the meantime, here are the product benchmarks we already measure against — not attributed customer quotes.

~45 min
SBC → structured plan data

Median time to parse a carrier SBC PDF into normalized plan-design fields using Atlas’s AI vision pipeline. Traditional consultant benchmark: 2–3 days. Measured across 60+ sample SBCs.

99.1%
carrier-statement row extraction accuracy

Field-level extraction accuracy across 4,200 carrier commission statements (60+ format variants), audited line-by-line against ground truth. Traditional manual audit misses ~3–6% of variance.

~3 min
disruption report on a 1,000-EE census

Time to produce a branded disruption report against a ~1,000-EE census across 4 proposed plans, sourced from velora-intelligence’s MRF data (79 carriers, weekly refresh). Traditional workflow — manual NPI lookups across carrier portals aggregated in spreadsheets — runs 6–10 business days.

Want to talk to an active pilot customer?Request a reference call
Security & compliance

Enterprise posture, from day one.

Atlas was built on HIPAA-aware primitives before it had customers. You don’t have to inherit anyone else’s tech debt — or anyone else’s subprocessor list.

  1. 01
    Hash-chained audit log.Every mutation gets a recordHash and chains to its predecessor. NDJSON export to your SIEM. The audit log is forensic, not just decorative.
  2. 02
    HIPAA-aware from day one.PHI workflows segregated, encryption at rest and in transit, BAA available before pilot — not as a contract negotiation later.
  3. 03
    SSO — Google, Microsoft, calendar sync.OAuth social login for the whole team. Inbox + calendar bidirectional sync where it counts; no third-party middleman in the auth path.
  4. 04
    US-only data, no offshoring.Neon Postgres in us-east-1, Cloudflare R2 for documents, no offshore subprocessors. Where the data lives is in the security page, not the FAQ.
FAQ

Questions brokers actually ask.

What exactly is Atlas?
Atlas is the operating system for benefit-insurance agencies. The base — what every seat includes — is a broker-native CRM with renewals, policies, and commissions built in. Seven add-on modules (Ben Admin, HRIS, Broker Comp, Marketing, EDI, Billing Recon, Network) extend the base into the rest of the work a broker does. One database, one schema, one audit log across all of it.
How is this different from Salesforce, HubSpot, or a generic CRM?
Those are horizontal tools — they were built for software sales and retrofitted into every other category. Atlas is built for benefit brokers specifically. Policies, plan years, enrollments, carrier commission schedules, SBCs, and 834 files are first-class objects, not custom fields. Your team stops forcing a generic CRM to be a broker CRM.
Who is Atlas for?
Benefit-brokerage agencies with 10–500 seats, writing majority group business. Most of our current pilot agencies are in the 20–150 seat band. We’re not the right call for P&C-first agencies (Applied Epic is) or for individual-market shops (AgencyBloc is) — see our comparison pages for the honest take.
What does Atlas replace?
Typically: an AMS (Applied Epic, AgencyBloc, BenefitPoint), a ben-admin vendor (Employee Navigator, bswift), an EDI middleware (Empyrean, BenefitMall), a commission-tracking spreadsheet, and a document library (Google Drive). Our mid-range pilot agencies consolidate 3–5 vendors into Atlas; the modules are per-client, so you can migrate one client at a time.
How is the AI built in — is it just a chat widget?
No chat widget. AI is in the workflows. Our AI vision engine parses SBCs to structured plan-design data in ~45 min vs the 2–3 days a consultant takes. The same engine reads commission statements line-by-line at 99.1% row-extraction accuracy. A RAG agent answers questions against your SBCs and SPDs with page citations. An AI concierge answers member benefit questions in the EE portal. We don’t ship a chatbot that narrates the product — we ship AI that does the work.
How does Atlas handle PHI and HIPAA?
BAA available on request, executed before production PHI access. All customer data is US-only (Neon Postgres US-East + Cloudflare R2). Field-level encryption on SSNs and bank routing numbers. Append-only audit log on every write. SOC 2 Type II audited. Full controls list at /security.
What's the implementation timeline?
Base CRM with one pilot producer: 2 weeks. Agency-wide rollout of the base: 4–6 weeks. Adding a module (Ben Admin / HRIS / EDI / etc.): 1–2 weeks per module layered on top. Most customers start with the base + one module and expand from there.
How does pricing work?
Per-agency-seat for the base (CRM + Renewals + Commissions), with per-module add-ons. Ben Admin and HRIS are white-labeled to your clients, so those have a per-EE component. Not published publicly — request pricing when you book a walkthrough.
Can we keep our existing CRM / AMS / ben-admin vendor?
Yes. Atlas runs alongside your existing stack — Gmail and Microsoft 365 are wired today for email + calendar sync, and one-way contact push to HubSpot (PAT auth) and Salesforce (session / OAuth Bearer) ships today so brokers can keep an existing CRM without a rip-and-replace. Account + deal sync, bidirectional CRM connectors, and ben-admin / payroll vendor wiring are on the roadmap rather than shipped today; we keep a public list of what’s live vs planned on the Integrations page.
See it on your book

Stop running your agency in seven apps.

Bring a single client record. Fifteen minutes. We’ll show you what a renewal looks like on Atlas, from SBC to quote compare to commission reconciliation.

Request a live walkthrough20-minute session · no deck · bring a real client record