Establish the perimeter
Identify the insurer, broker, MGA or coverholder role, permitted classes, EU Member States and other jurisdictions. Approve the entity and accountable owners.
IMPLEMENTATION
Start with your scope.
Build with evidence.
Configure Atlas around your firm’s permissions, jurisdictions, departments and products.
Appoint and delegate
Configure departmental roles, independent Board reviewers, restricted functions and time-limited access authorities.
Configure products
Approve PMI and IPMI wording, target markets, rates, taxes, exclusions, referral rules and customer disclosures.
Connect providers
Configure insurer rating and policy administration, identity and sanctions, payment rails, claims assistance and secure evidence storage. Provider contracts and credentials are required.
Prove the controls
Test tenant isolation, approvals, customer access, recovery, security, incident reporting and regulatory mapping. Close outstanding CRA/DORA evidence gaps.
Launch deliberately
Approve operating procedures, support, contracts and readiness evidence. Enable only validated products and integrations.
Commercial setup
Pricing is by agreed scope: legal entities, users, product lines, jurisdictions, transaction volumes and integrations. No tariff or purchase checkout has been approved for this app. Obtain a written implementation and support proposal before buying.
Online workspace built. Native mobile and downloadable editions require separate packaging, security testing, update mechanisms and release approval.