Reliable automation for real agency work.
Automate back-office tasks.
Close more business.Circle handles back-office tasks so you can build deeper relationships and close more business.
Trusted by forward-thinking agencies
COI Request: Smith Trucking
Requested via email • 6 minutes ago
Email processed
COI generated
Response drafted
Works where you work.
Circle connects to your existing tools in minutes.
What Circle handles for you
Quotes & Submissions
Circle gathers info from emails, fills carrier portal forms, and drafts proposals for your review.
Renewals
Circle preps renewal data and drafts outreach so you can focus on the conversation.
Certificates of Insurance
Generate COIs via Certificial or ACORD forms. Circle handles the request, you approve the output.
Custom Workflows
Teach Circle your processes. It learns your SOPs and adapts to how your agency works.
Purpose-built for
independent agencies.
Circle handles the back office so you can do what you're great at: advising clients and closing deals.
See it in actionWorks with your AMS
Connects to Applied Epic, AMS360, EZLynx, and more.
Enterprise-grade security
Meets SOC 2 Type II standards. Your data stays yours.
Learns your workflows
Adapts to your agency's unique processes and SOPs.
Common Questions
Everything you need to know about Circle.