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Atlas puts your clients' plans, data, and your team in one platform, with AI support that answers their questions in seconds.

Today a program lives in a dozen places: plan documents in email, claims reports in PDFs, compliance in another system, benchmarking in last year's deck. Atlas brings it all into one place your clients can actually use: answers to any question from their real plan data, and a clear view of how the program is really performing.
How did claims trend this year? When's our ACA deadline? How do we compare to market? Your clients ask in plain language and get the answer in seconds.
Claims analytics, plan performance, and independent benchmarking against a true peer cohort, the market view no single firm's data can provide.
HR, finance, and leadership each see the program the way they need to.
HR, benefits, total rewards, and finance teams each get the view they need, from claims and performance to benchmarking, compliance, and census. All without leaving Atlas.
One home screen brings plan analytics, documents, and search together. Your clients open Atlas and see claims trends, large-claimant activity, and everything on file in one place, with your team one click away.

Enrollment, claims, and per-employee cost trends sit side by side with prior year. Atlas reads the numbers and writes the analysis, so your clients see what changed and what to do about it before the renewal conversation starts.

An AI compliance agent answers questions in plain language, builds policies and handbooks, and keeps a live calendar of every filing deadline. Nothing gets missed, and no one on your team has to chase it down.

Coverage is plotted by geography across every state and country where your client has employees. Switch between US and international views to see exactly who is covered and where, without pulling a report.

A document hub stores files. Atlas answers questions, analyzes claims, benchmarks every plan, and tracks compliance, with every document and your team in the same place.
Analysis across enrollment, claims, and per-employee cost.
How every plan compares to a true peer cohort.
Compliance questions answered, deadlines tracked, nothing missed.
Every plan document in one place, searchable.
Who's covered and where, across states and countries.
Your advisors and service contacts, directly in the client's portal.
Every answer comes from the client's own plans, data, and documents.
Atlas carries your firm's identity, not ours. Your logo sits in the header, your colors run across every screen, and your team's names appear on every account. Clients experience the platform as an extension of your firm.
One platform
Clients answer the routine questions themselves, so your team's time goes to the work that needs an advisor.
Everything you deliver lives in one branded portal. Clients see the full scope of what your firm does for them.
Atlas keeps your firm at the center of the client's program year-round, with your team built into the experience.
One portal for everything your clients' programs need, with your team at the center.
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