01 · Fund Formation & Legal
D&O / E&O / cyber insurance placement
Atlas-orchestratedfrom $450/moExpert ~1–2 hrs/mo
Bottom line
Atlas runs the insurance RFP pack and renewal calendar; broker binds coverage.
Atlas owns workflow, drafts, and QC calendar. Licensed partners handle regulated acts; Atlas stewards the process.
Invoice / proposal description
- ·Insurance application data room and loss-run requests.
- ·Quote comparison matrix (D&O / E&O / cyber).
- ·Renewal calendar and certificate vault.
By hand today
Broker emails buried; certificates expire unnoticed.
On Atlas
RFP pack + calendar; broker places; expert babysits renewals.
Deliverables
- Application pack
- Quote matrix
- COI vault
Service levels
- Renewals surfaced ≥45 days before policy expiration.
Exclusions
- — Insurance brokerage license activities
- — Claims adjusting
Platform surfaces
document workspacecompliance calendar
Low effort, sticky annual renewal revenue.