The startup offers a Salesforce-based insurance platform that enables independent agents to utilize real-time data for marketing, sales, and customer interactions. This fully connected ecosystem enhances operational efficiency and revenue generation by providing actionable insights and streamlined communication.
Funding
$4.7M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Independent insurance agents often struggle with fragmented systems and data silos, hindering their ability to efficiently manage marketing, sales, and customer interactions. This lack of integration leads to duplicated effort, missed opportunities, and a limited understanding of customer needs.
Solution
b atomic! offers Neon, a Salesforce-based insurance platform designed to provide independent agents with a fully connected ecosystem for managing their operations. Neon integrates CRM, AMS (Agency Management System), and API functionalities to streamline workflows and enhance data visibility. The platform automates high-volume, low-margin insurance requests, allowing agents to track sales and service productivity in real-time, benchmark performance, and improve customer experience. By connecting various technologies and user workflows, Neon provides actionable insights that enable agents to lower their cost per transaction and increase margins.
Target Audience
The primary target audience includes independent insurance agents seeking to improve operational efficiency, enhance customer experience, and increase revenue through data-driven insights and streamlined workflows.
Features
- CRM built on Salesforce, connecting various AMS systems and standardizing sales and service workflows.
- API access to a catalog of endpoints requiring no agency maintenance or customization.
- Real-time data visibility into customer interaction, employee performance, carrier impact, and technology utilization.
- Neon Service Center (NSC) connects via API to AMS or Neon CRM, enabling push-button processing of customer requests.
- NSC supports case types such as adding/removing drivers or vehicles, changing mortgagee/lienholder, remarketing policies, and policy cancellations.
- Automated documentation of processes and return of information to the case queue and AMS policy log notes.