Circle picks up calls, sends emails, and fills portals while you close.
Circle integrates wherever you already work. The result? Quotes go out faster, renewals run themselves, and producers reclaim over 35% of their day to deepen client relationships and grow revenue.
Automate quoting and policy management across your entire carrier network.
Circle picks up calls, sends emails, and fills portals while you close.
Circle integrates wherever you already work. The result? Quotes go out faster, renewals run themselves, and producers reclaim over 35% of their day to deepen client relationships and grow revenue.
Every Interaction, Perfectly Orchestrated
Circle handles every customer touchpoint with the same intelligence and context, creating seamless experiences that convert.
Answer Calls & Route Leads
Never miss another opportunity with 24/7 AI-powered phone coverage
- Intelligent quote intake and qualification
- Appointment scheduling with calendar sync
- Smart call transfers to the right agent
- Post-call summaries and follow-ups
- Multilingual support for diverse clients
Process Emails Intelligently
Transform your inbox into a revenue-generating machine
- Auto-triage and prioritize incoming emails
- Extract and process renewal requests
- Update AMS records automatically
- Generate quotes from email requests
- Schedule follow-ups and reminders
Chat Support Everywhere
Engage clients instantly across web, SMS, and messaging apps
- 24/7 availability on all platforms
- Natural conversations in your brand voice
- Appointment booking and rescheduling
- Policy questions and billing support
- Seamless handoff to human agents
All modalities powered by our centralized intelligence engine
Automate Your Entire Insurance Operation
From quotes to renewals, Circle handles the repetitive work so you can focus on building relationships and closing deals.
Quotes & Submissions
Automatically gather client information from calls and emails, complete carrier forms, and generate proposals.
Renewals & Policy Updates
Proactively monitor upcoming renewals, send reminders, collect updated information, and ensure compliance.
Certificates of Insurance
Integrate with Certificial to generate and deliver COIs instantly.
Custom Back-Office Tasks
Configure any repetitive process without code. Our AI adapts to your unique workflows and systems.
Works With The Tools You Already Use
Circle seamlessly integrates with your existing tech stack. No migration needed—we enhance what you already have.
Agency Management Systems
Calendars
Productivity
COI & Documents
Carrier Portals
Universal AI Adapter Technology
Our vision-based AI can work with any system—even legacy portals without APIs. If a human can use it, Circle can automate it.
Don't see your tool? Circle's AI-powered integration platform can work with any web-based system. Request a Demo →
Frequently asked questions
Everything you need to know to get started with Circle.