video1.0<iframe src="https://www.loom.com/embed/0f0b303e829440d0815badf4bedb5b30" frameborder="0" width="1720" height="1290" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12901720Loomhttps://www.loom.com12901720https://cdn.loom.com/sessions/thumbnails/0f0b303e829440d0815badf4bedb5b30-dd08b17ce072b89e.gif179.433This Loom presents Atlas, an AI account manager for insurance agencies. Jacob explains that Atlas connects to the agency’s email to capture what insureds are asking for and then completes portal tasks by operating the mouse and keyboard while watching the screen like a human, reducing reliance on AMS or portal integrations. He demonstrates delegating a mortgage change, where the agent searches the policy, prepares an endorsement, drafts an email for human confirmation, and then submits and sends it back to the insured. He also shows completed send auto ID cards and delegating a home address quote, emphasizing that this frees account managers to focus more on relationship-driven, in-person work.