Intelligence that takes your insurance agency full circle
Your back office just got a lot smarter.
Everything connects, so you can too.
Set up your workflow.
Built around how you work. Connect your email, AMS, and carrier portals. Import your SOPs. Circle runs by your playbook.
Learn MoreCreate new or review triggered tasks.
Every request, in one place. Create tasks manually or let incoming emails trigger them automatically. Your queue stays clear. Nothing slips through.
Learn MoreAll the legwork, already done.
Context pulled. Actions prepared. Circle searches your AMS, retrieves carrier docs, analyzes changes, and drafts what needs to happen.
Learn MoreYou approve, Circle makes it happen.
No actions are taken until you say so. Approve what's ready and Circle executes it for you in a live browser session.
Learn MoreOur customers say it best.
“Circle is not only generating auto ID cards, billing breakdowns, and claims information, but it’s also providing renewal comparisons, quote summaries, and loss analysis for our customers.”
“Circle makes me feel smarter.”
“It’s allowed Truex to feel like we’re a much larger agency with more resources for our existing customers.”
“Just within three months, Circle has completely transformed the way we work. I can only imagine what Circle will do for our agency in the future.”
“When we come to work each day, Circle has either processed that task for us or prepared a draft email to the client. The product is absolutely fantastic.”
Full circle intelligence, even from your phone.
Pull policy details, check renewal status, draft client responses, all from your phone. Circle has the context. You have the conversation.
A fully proactive member of your team.
One platform. Every workflow.
Every agency runs differently. Circle learns your SOPs and handles the rest so your team can focus on what actually grows your book.
Learn More
Renewal Handling
Preps renewal data, drafts outreach, and keeps your pipeline on track.
Quoting & Comparison
Gather info from emails, run carrier quotes, and generate side-by-side comparisons.
COI’s & Acord Forms
Generate certificates and fill ACORD forms automatically from policy data.
Common Questions
