Intelligence that takes your agency full circle.
Works with
Renewal: Martinez Construction
Policy expires in 30 days
Dec page retrieved
Renewal summary drafted
Email sent to client
Hear it from our partners.
See how independent agencies are using Circle to work smarter.
“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.”
Works where you work.
Circle connects to your existing tools.
From your desk to done.
Some of the workflows Circle handles every day.
Renewal Handling
Preps renewal data, drafts outreach, and keeps your pipeline on track.
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.
Gather info from emails, run carrier quotes, and generate side-by-side comparisons.
COIs & ACORD Forms
Generate certificates and fill ACORD forms automatically from policy data.
Generate certificates and fill ACORD forms automatically from policy data.
Proposals & Summaries
Create professional proposals and coverage summaries in minutes, not hours.
Create professional proposals and coverage summaries in minutes, not hours.
Re-engagement
Identify lapsed clients and draft personalized outreach to win them back.
Identify lapsed clients and draft personalized outreach to win them back.
Cross-selling
Spot coverage gaps and generate recommendations for existing clients.
Spot coverage gaps and generate recommendations for existing clients.
Carrier Doc Retrieval
Pull dec pages, loss runs, and policy docs from carrier portals automatically.
Pull dec pages, loss runs, and policy docs from carrier portals automatically.
Loss Run Analysis
Analyze loss history and generate detailed reports with graphs and insights.
Analyze loss history and generate detailed reports with graphs and insights.
See what Circle can do for your agency.
Book a demo and see how Circle can automate your agency's back office.
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Everything you need to know about Circle.