Circle's real-time copilot helps P&C producers reclaim over 35% of their day by handling calls, emails, and portal work—so brokers can focus on clients.
August 26, 2025
San Francisco, California — Circle, an AI automation platform for P&C insurance brokerages, today outlined how purpose-built AI is transforming brokerage workflows from submission intake to renewal and service. Circle's real-time copilot picks up calls, sends emails, and fills portals while producers close. By eliminating repetitive, computer-bound tasks across phone, email, chat, and carrier portals, Circle helps producers reclaim hours each day to focus on clients.
"Broker time is too valuable to be spent on swivel-chair work," said Isaiah Hall, Co-founder & CEO of Circle. "Circle gives producers their time back by handling the follow-ups, data entry, and portal submissions in real time—so they can do what only humans do well: advise clients and win business."
"Under the hood, our insurance intelligence engine blends real-time voice understanding, email orchestration, and computer-vision portal automation," added JJ Hennessy, Co-founder & CTO. "Because it overlays existing tools, teams get end-to-end outcomes without ripping and replacing their stack."
What Circle Automates for Brokerages
- Intake & Triage: Answer and route inbound calls, capture details, and create structured tasks or emails for producers and account managers.
- Submission Packaging: Gather information, chase missing details via email, and prepare clean handoffs into carrier portals.
- Renewal Workflows: Automate outreach sequences, schedule meetings, and pre-fill required fields from prior year data.
- Service Requests: Generate and send standard responses, update records, and complete repetitive portal steps.
- Follow-Through: Log every action, summarize client touchpoints, and keep teams in the loop inside their existing tools.
Why It Matters (for P&C Brokerages)
- Speed to quote: Faster, cleaner submissions improve carrier responsiveness.
- Producer focus: Automate "computer work" so producers can prospect and advise.
- Fewer errors: Consistent data capture and repeatable workflows reduce rework.
- No rip-and-replace: Circle overlays your current systems for quick time-to-value.
Availability
Circle is built for mid-sized U.S. commercial brokerages and integrates as a zero-friction overlay across phone, email, and web portals. Teams can request a live demo here.
About Circle
Circle is the AI automation platform for P&C insurance brokerages. A single insurance intelligence engine unifies real-time voice assistance, email orchestration, and computer-vision portal automation to deliver end-to-end outcomes across quoting, renewal, and service.
FAQ
What is an AI copilot for insurance brokerages?
A domain-specific assistant that performs tasks across phone, email, and portals to deliver outcomes like packaged submissions and renewal follow-ups.
Which tasks are best to automate first?
High-volume, repeatable steps: intake, follow-ups, status chases, and portal entries.
Will this replace producers or account managers?
No—Circle handles repetitive steps so humans focus on advising clients and growing accounts.
How does Circle integrate with my stack?
It overlays your phone, email, and web tools; no rip-and-replace required.
How is data kept secure?
Role-based controls, audit trails, and a SOC 2 security program (in progress).
Meet the Founders
We built Circle to give brokerage teams more time for clients and growth. Our background spans enterprise AI, large-scale platforms, and insurance workflows. The goal is simple: automate the computer work so people can win.
