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What is Atlas Policy Management?

Atlas Policy Management functions as an all-encompassing system for managing retention policies across various types of information, ensuring a cohesive strategy. It incorporates integrated workflows and analytics designed to enhance policy management efficiency while strengthening information governance. By centralizing retention controls, this solution reduces risks related to information management and complies with legal and business requirements. Its integration with a corporation's governance catalog provides a unified view of retention responsibilities for different data types from multiple enterprise sources. Moreover, it supports the creation of information lifecycles and facilitates auditable programs applicable to both physical and digital assets. Users benefit from the ability to oversee policy schedules, control change requests, and manage retention protocols in one centralized location, maintaining consistency across all information types. This method not only establishes a standardized corporate retention framework but also aligns data retention practices across various countries, departments, systems, and operational processes, thus enhancing overall efficiency and compliance. Ultimately, Atlas Policy Management equips organizations with the tools needed to effectively address the intricacies of information retention, fostering confidence and precision in their approach. Additionally, it ensures that organizations remain adaptable to evolving data governance standards and practices.

What is AgentCubed?

AgentCubed is founded on the principle of simplifying complexity, providing a popular cloud-based platform tailored for organizations in the insurance sector that desire an uncomplicated yet effective solution. The company employs a personalized strategy by integrating a robust three-in-one system that includes Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. This seamless integration reduces the dependency on third-party software, which frequently struggles to synchronize or automate properly, thus extending the duration it takes for an agent to assist a customer from inception to conclusion. With a user-friendly online dashboard, AgentCubed enables agents to organize leads by opportunity status, date, or outcomes, offering vital adaptability. Moreover, the platform incorporates a built-in calculator that simplifies the quoting process, ensuring both agents and prospects navigate each phase effortlessly. By improving operational efficiency, organizations can substantially enhance compliance, elevate client retention rates, and ultimately drive growth in a competitive landscape. Additionally, this comprehensive strategy allows agents to dedicate more time to customer engagement rather than administrative responsibilities, fundamentally transforming their workflow and improving overall service quality. This innovative approach not only streamlines processes but also positions AgentCubed as a leader in the industry.

Media

Media

Integrations Supported

IBM Unified Governance and Integration

Integrations Supported

IBM Unified Governance and Integration

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Breakwater

Date Founded

2020

Company Location

United States

Company Website

breakwatersolutions.com/software-products-atlas-policy-management/

Company Facts

Organization Name

AgentCubed

Date Founded

2010

Company Location

United States

Company Website

www.agentcubed.com

Categories and Features

Policy Management

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Policy Management

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management

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