About Circle
Building the operating system for modern insurance brokerages
Circle is the AI copilot for service teams that handles the busywork—email triage, portal updates, and after-hours requests—so your producers can deepen relationships, win new business, and stay ahead of every renewal.
Our mission
Insurance agencies are relationship businesses, yet producers spend most of their time re-entering data, nudging carriers, and triaging inboxes. Circle changes that by embedding intelligence across every workflow.
By combining real-time copilots with deep integrations, Circle keeps service levels high while reclaiming the hours teams need to strategize, advise clients, and grow. We are building infrastructure that lets brokerages operate with the speed, precision, and humanity today’s insureds expect.
What sets Circle apart
Insurance-native AI copilot
Circle monitors service queues, triages after-hours calls, and navigates carrier portals so producers stay focused on clients instead of keystrokes.
Integrated across your stack
From agency management systems to carrier logins, Circle plugs into the tools brokerages already rely on—no rip-and-replace required.
Measured, compounding impact
Teams using Circle reclaim over 35% of their week, accelerate renewals, and get quotes to market days faster.
Workflows Circle runs for you
Circle powers back-office execution and after-hours responsiveness so every client touchpoint is timely, accurate, and on brand.
Quotes & submissions
Capture intake details automatically, pre-fill applications, and deliver polished proposals without the back-and-forth.
Renewals & policy updates
Circle tracks every upcoming renewal, engages insureds for updates, and keeps compliance boxes checked.
Certificates of insurance
Generate and deliver COIs instantly with Circle orchestrating carrier portals and Certificial integrations in the background.
Custom back-office work
Teach Circle your playbooks once and let it run the repetitive follow-ups, endorsements, and portal tasks your team dreads.
Recent milestones
Highlights from the Circle team and the brokerages we serve.
September 9, 2025
Announcing Circle: the AI Copilot Helping Insurance Brokers Win Back Their Time
Today we are excited to launch Circle to the world. We have seen first hand how much time brokers lose to busywork.
Read storyAugust 26, 2025
AI Is Powering a Workflow Revolution in Insurance Brokerages
Circle's real-time copilot automates calls, emails, and portal work so P&C producers reclaim over 35% of their day.
Read storySee how Circle can work for your brokerage
We partner with commercial lines teams who want every client interaction to feel proactive, personal, and effortless.
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