Ask in plain words
Which agents need to recertify before AEP?
ATLAS answers from the records in InsuranceOps, with a link to each source.
Run the whole agency from one screen.
Production against goal, your agent hierarchy, every new-business case, the book, commissions and compliance, in one private command center with your agency’s name on it. ATLAS, the built-in AI assistant, reads your data and shows your team what needs attention today.
Meet ATLAS. Talk to your business.
Ask about anything in InsuranceOps. ATLAS answers from your own records, shows the evidence and suggests the next useful step.
ATLAS works inside your role and the permissions your team sets.
See the whole picture
Which cases are stuck in underwriting and why?
The answer brings the related records, owners and dates together before anyone decides.
Act within your authority
Drafts, messages and record changes wait for a person to approve them, and every completed action has a receipt.
From the first lead to placed and paid.
The lead lands with the right agent
Round-robin distribution by license, appointment and capacity puts each lead in front of an agent who can write it.
The case moves through underwriting
APS, paramed and labs are tracked, and a case stuck longer than 21 days is flagged before anyone has to chase it.
Placed, paid and on the books
Commissions, overrides and chargebacks trace back to the case, and the policy joins a book your team can see and protect.
The questions every agency owner asks on Monday morning.
Which cases are stuck?
Underwriting status lives in carrier portals, emails and sticky notes.
With InsuranceOps: A cases board flags anything stuck past 21 days, with the requirement it is waiting on.
Who isn’t appointed in Georgia?
Licensing lives in a spreadsheet someone updates when they remember.
With InsuranceOps: A licensing matrix by state shows expirations, appointments and gaps for every agent.
How big is our chargeback exposure?
Chargebacks show up on a statement weeks after the lapse.
With InsuranceOps: Policies in grace, lapse-pending business and first-year chargeback exposure sit on the Command Center.
A command center for your agency. Without the traditional custom-build price.
InsuranceOps shows what is possible. We shape the product lines, carriers, offices, hierarchy and workflows around your agency, and your team works in your brand.
Built around your brand.
Your logo, colors, carriers, product lines, offices and hierarchy. Your agency gets its own private copy with its own data.
Our custom-build savings target.
Our goal is to reduce build cost by 70-90% versus a comparable from-scratch command center, by adapting an existing foundation instead of rebuilding every component.
Agreed before we build.
Your proposal spells out the workflows, users, connections and any outside platform costs before you commit. We confirm the schedule once we know your systems, access and scope.
Savings target compared with a similarly scoped from-scratch build. Your quote and launch date depend on customization, integrations, data readiness and ongoing services. Complex builds take longer.
Everything the agency runs on, in one place.
Built for independent agencies, IMO and FMO downlines, and Medicare, final expense and mortgage protection teams across 14 product lines.
Command Center. Production against goal, at a glance.
AP written, issued and placed against goal and pace, Medicare and ACA enrollments, annuity deposits, pending cases, 13-month persistency and chargeback exposure, with the AEP, MA OEP and ACA open enrollment countdowns on the same screen.
- Office pace and top producers
- A morning brief from ATLAS, ranked by priority
Agents & team. Your whole agent team, upline to downline.
A visual hierarchy with production at every level, a licensing matrix by state with expiry dates, carrier appointments, AHIP and carrier certifications, E&O, CE, a recruiting pipeline and onboarding checklists.
- License and appointment gaps flagged before a case is written
- Recruiting and onboarding in the same place
Households. Every household, with the next conversation.
The household 360 brings members, turning-65 dates, policies, beneficiaries, calls and notes together, and surfaces cross-sell gaps such as a Medicare client with no final expense coverage.
- Cross-sell gaps and a retention list
- Service history before every call
Pipeline. A pipeline for every product line.
Each line has its own stages and speed-to-lead, with lead vendors measured by cost per lead, contact rate and aged leads, and round-robin distribution by license, appointment and capacity.
Cases. New business, from submitted to placed and paid.
Follow each case through underwriting, approval, issue and delivery requirements. Cases stuck longer than 21 days rise to the top with the requirement they are waiting on.
Commissions. Commissions you can trace.
Agent statements, advances and as-earned, chargebacks and debit balances, hierarchy overrides, splits, and Medicare and ACA renewals. Agency revenue by carrier and line stays owner-only.
Compliance. Compliance work, tracked and documented.
The Medicare Scope of Appointment 48-hour tracker, TPMO disclaimer, call-recording retention, Do-Not-Call, annuity suitability and ACA consent, each with an owner and a date. It helps your team stay on top of the work and keep the record; it does not make anyone compliant on its own.
Seasons & marketing. Seasons, seminars and campaigns.
AEP, MA OEP, ACA open enrollment and special enrollment periods, turning-65 birthdays, policy anniversaries and RMD reviews, plus seminars from RSVP to AP and campaign results by channel.
Built around the people doing the work.
One product. The right view for each role.
Everyone signs in to the same agency and sees what their role needs. In the demo, switch seats with the Viewing as control.
Agency Owner. The whole agency, all three offices.
Office Manager. One office’s production, cases and people.
Agent. Their own book and cases, nothing else.
Compliance Officer. The compliance queue across the agency.
Ask your agency anything.
ATLAS writes the morning brief from your own data and answers questions with a link to where to act. Answers come from your agency’s records, not generic guesses.
- Which agents need to recertify before AEP?
- Which cases are stuck in underwriting and why?
- Which office is behind pace this month?
- What is our chargeback exposure?
People stay in charge. Replies, next steps and agent actions are drafts that wait for a person to approve them.
Open the working demo.
No sign-in. Start with the guided tour, then use the Viewing as switcher at the top of the demo to change seats. Data resets nightly.
Connects to the systems you already run on.
We agree the connections in scope, build and test each one, and the Integrations screen shows its real state: connected, degraded or not configured. What each system can share depends on its API.
- CRM and GoHighLevel
- Google Workspace
- Carrier commission feeds (CSV)
- Life and Medicare quoting
- E-sign
- Dialer and call recording
- Lead-vendor webhooks
- Billing
- Website quote forms
Straight answers.
Is my data separate?
Yes. Every agency gets its own private copy of InsuranceOps: its own code, server and database, holding only its own data.
Can it match my brand?
Yes. Your logo, colors, agency name, offices, carriers and product lines. Your team sees your brand, not ours.
Which carriers does it support?
Any carrier you work with. InsuranceOps tracks appointments, cases, policies and commissions by carrier. Commission data usually arrives as CSV statements, and we confirm what each carrier provides during scoping.
Does it replace my CRM?
It doesn’t have to. InsuranceOps can sit on top of GoHighLevel and connect to it, or run on its own. We agree which in your proposal.
Does it make my agency compliant?
No software can do that on its own. InsuranceOps helps your team track and document compliance work, such as SOA timing, disclaimers, recordings and suitability, so nothing slips.
Is the demo data real?
No. Harborline Insurance Group and everyone in it are fictional, and the figures are sample data, not results.
Does ATLAS act on its own?
No. ATLAS drafts and suggests. A person reviews and approves anything that goes out or changes a record.
What does it cost?
It depends on your users, offices and connections. Book a live demo and we will scope it with you; your proposal lists what is included and any outside platform costs before you commit.
See your agency in it.
Book a 15-minute live demo. We will walk through InsuranceOps with your offices, carriers and product lines in mind, and agree what a first scope could look like.
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