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AI-Powered Insurance Salesforce-Driven Trust.

Atman delivers intelligent, compliant, and customer-first insurance ecosystems—powered by Salesforce and AI.

Smart Policy & Claims Automation

Automate underwriting, policy issuance, and claims processing with AI—accelerating settlements and reducing manual overhead.

Unify customer data across policies, claims, and channels. Enable omnichannel engagement and AI-driven cross-sell/upsell.
Equip agents with mobile CRM, lead tracking, and automated commission workflows—boosting productivity and satisfaction.
Agent & Broker Empowerment

Why Atman

Atman simplifies insurance operations by connecting people, platforms, and data—so you can focus on trust, speed, and compliance.

Here’s what you get with Atman:
  • Policy & Claims Management

    Automated underwriting & policy issuance, AI-powered claims processing for faster settlements, Self-service portals for customers & agents.

  • Customer 360° for Insurance

    Unified customer profiles across policies, claims, and interactions. Omnichannel engagement (chat, email, mobile, and voice). AI-driven recommendations for cross-selling & upselling.

  • Agent & Broker Enablement

    Salesforce-powered CRM for agents to manage leads, policies, and commissions. Mobile access for on-the-go policy management. Automated commission tracking & payouts.

  • Fraud Detection & Risk Analytics

    AI & machine learning models to detect fraudulent claims. Predictive analytics for smarter underwriting. Compliance tracking & audit logs.

  • Field Service & Claims Adjustments (Agentforce)

    Agentforce optimizes field inspections, claims adjustments, and customer follow-ups. Real-time scheduling & dispatching for adjusters. Mobile app integration for instant claim updates & documentation.

  • Salesforce Einstein AI for Insurance

    Chatbots for instant customer support. Sentiment analysis to improve customer interactions. Predictive underwriting & risk scoring.