b atomic tackles the insurance agency processing grind
The Rundown
Catalyit’s latest Demo Lounge featured b atomic’s Service Center, a platform designed to handle repetitive insurance processing like endorsements, policy changes, and remarketing so account managers can spend more time advising and serving clients.
The Context
- b atomic connects with an agency’s AMS, email, phone system, and carrier portals to turn client requests into structured service tasks, process the work, and document the results back in the AMS.
- For endorsements, account managers can submit changes in seconds instead of manually navigating carrier portals, with average completion times of about 19 minutes.
- The platform can also automate much of the renewal remarketing process, gathering policy data, quoting directly with carriers, and returning bindable quotes, branded proposals, and comparison matrices.
- b atomic combines APIs, AI agents, and licensed insurance professionals rather than relying entirely on AI. Customer data is separated by agency, purged after delivery, and the company says it is SOC 2 compliant.
Why it Matters
Account managers provide the most value when they’re advising clients, not processing routine transactions. b atomic’s model shows where AI and automation may have the biggest near-term impact for independent agencies: handling repetitive back-office work while keeping humans focused on relationships, expertise, and customer service.
Log in and watch now to see how Service Center can work for you!