Insurance policy & program tracking
Atlasafe: insurance policy tracking software
Atlasafe is insurance policy tracking software that keeps every policy, carrier, broker, and certificate you track in one shared workspace. Renewal reminders and coverage-gap flags run against the requirements you define, so nothing expires while you're not looking. Atlasafe manages the insurance program you already have; it does not recommend, shop, or place coverage.
Keep a complete inventory of every policy you track, with carriers, coverage types, and renewal dates, in one shared workspace.
Upload policy and certificate documents; OCR pulls the key details for you to review and confirm.
Get email and in-app renewal reminders at 90, 60, 30, and 14 days before expiration.
See a coverage gap the moment a required policy is missing from what you've recorded, against the requirements you define.
One workspace for the insurance program you already run
Most growing companies end up running an insurance program nobody signed up to manage: policies in a folder, broker emails scattered across inboxes, and a renewal date that lives only in someone's head. Atlasafe replaces that with a single system of record: you enter, upload, or import what you track, and Atlasafe organizes it, watches the dates, and flags what's missing.
Coverage and compliance decisions stay with your carriers and brokers. Atlasafe is not insurance advice, and it does not shop, place, or bind coverage on your behalf. It keeps what you already have organized and on schedule.
Complete policy inventory
Every policy, carrier, broker, and key contact, with coverage types and effective/expiration dates, in one shared workspace.
OCR-assisted intake
Upload a policy or certificate PDF and Atlasafe's OCR pulls the key details for you to review and confirm.
Renewal reminders
Email and in-app reminders at 90, 60, 30, and 14 days before expiration, driven by a nightly deadline scan.
Coverage-gap flags
Atlasafe flags a gap the moment a required policy is missing from what you've recorded, against the requirements you define.
Broker magic-link portal
Collect certificates and documents from brokers through a secure, zero-login magic-link upload portal.
Search everything
Search across policies, carriers, brokers, contacts, and claims from one place.
Simple, policy-count pricing
Atlasafe is priced flat and tiered by how many active policies you track rather than by how many people log in, so your whole team can use it at no extra cost. Plans start at $59/month, and every plan includes a 14-day trial with no card required. See the full pricing breakdown for what's included at every tier.