Meet Your AI Brokerage Copilot.
Circle helps you sell more and type less. It guides live calls, automates the busy work, and helps clients self-serve.
How Circle Works
Your Proactive AI Assistant
Live Call Assistant
Real-time call transcription with NAICS lookup, intelligent prompts, and one-click CRM/AMS sync while you talk.
Workflow Automations
Trigger tasks, filings, and follow-ups automatically—no more repetitive data entry.
Client Self-Service Forms
Secure links let clients complete ACORDs and other forms themselves; Circle holds their hand through the process, validating and filing them instantly.
Enterprise-Grade Security & Data Privacy
Your data is protected with industry-leading security measures.
Data is stored exclusively in the United States and protected with encryption in transit and at rest.
AI processing occurs within our secure environment—customer information is never shared with public models or used for training.
We follow industry-standard controls and are actively pursuing third-party compliance certifications.
Have questions about our security practices? Contact us.