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Velora Atlas · Coming soon

The broker OS for everything after the lead becomes a client.

Velora Marketing fills your pipeline. Atlasruns the rest: renewals, SBC parsing, commission reconciliation, claims repricing across 79 networks, and the back-office work brokers tolerate but shouldn't. Add it to Velora Marketing or run it standalone.

Get notified when it's ready Back to Velora Marketing

Pricing not yet announced. Atlas is launching as an add-on for Velora Marketing customers and as a standalone product. Talk to us about pilot access.

Featured capability

Reprice a client's claims across 5 networks in seconds.
We never see your member data.

Every other repricing tool in this market wants you to upload PHI to their servers. BAA paperwork. Compliance reviews. Audit logs. Breach-notification overhead. We don't do that.Repricing math only needs three things — provider NPI, billing code, and units — none of which are PHI under HIPAA Safe Harbor. So we don't take anything else.

Default

Web app

Drop a CSV onto our page. JavaScript strips PHI in your browser before any network call. Reprice across 5 networks in seconds. Open the network inspector and verify yourself.

Big files

Desktop app

Native macOS / Windows app. Same client-side PHI strip. Handles million-row claims files (annual data for a 50,000-employee employer).

Most private

Local-only CLI

We ship you a 2 GB Parquet snapshot of all 79 carriers' rates each quarter. Run our CLI on your own machine. Velora's servers are never contacted. The match happens entirely on your hardware.

What you can verify:open your browser's network inspector while you use the tool. You'll see only NPI, billing code, and units leave your machine. Or pick the local-only flavor and never make a single network call. The architecture is the audit.
What we don't claim:SOC 2 Type II, “HIPAA Compliant”, or ISO 27001. We're a small team. When third parties certify us we'll say so. Until then, you can verify the architecture yourself.
And the rest of broker work

Atlas takes over where your AMS gives up.

Replace Applied Epic, AgencyBloc, and BenefitPoint — or run alongside them. Atlas's data model is native to the way benefit brokers actually work.

  • 01

    Renewal pipeline

    Auto-triggers at 90, 60, and 30 days before each client's renewal. Tasks, checklists, carrier outreach, and proposal generation, all in one OS.

  • 02

    SBC parser

    Drop a carrier's Summary of Benefits & Coverage PDF. Atlas returns structured plan-design data in 45 minutes — copays, deductibles, OOP max, network tier rules. Saves the consultant fee.

  • 03

    Commission reconciliation

    Claude Vision reads each carrier's commission statement line-by-line. Flags missing entries, underpayments, and policy mismatches. The agency leakage you've been eating quietly.

  • 04

    Book-of-business CRM

    Companies → contacts → deals → policies → clients. SIC codes, plan years, renewal dates, contracted carriers — all native to the data model. Ditch the Applied Epic / AgencyBloc tax.

  • 05

    EE & ER service portals

    Embedded AI concierge for HSA / FSA / EOI / COBRA questions, sourced from your client's own plan documents. Answers questions members would otherwise route to your service team.

  • 06

    EDI 834 + COBRA + ACA reporting

    Generate, validate, ship enrollment files to carriers. Run COBRA. Ship 1094-C / 1095-C compliance forms. The boring-but-required work, automated.

Want a pilot? We're ready when you are.

Atlas is in private pilot with a small group of brokerages. Tell us your book size and what part of the platform you'd use first.

Request pilot access