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Circle

Revolutionizing insurance brokerage with AI-powered automation.

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© 2025 Circle Technologies, Inc. All rights reserved.

    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.

    Book Call to Gain Early Access

    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.