Circletechnologies
Circle provides automation software purpose-built for independent insurance agencies to manage back-office tasks. The platform learns agency Standard Operating Procedures (SOPs) to orchestrate workflows like email triage, quoting, and Certificate of Insurance (COI) generation. This allows agents to reduce administrative overhead and focus on client advising and business development.
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Updated 5 months ago
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- Circle provides automation software purpose-built for independent insurance agencies to manage back-office tasks. The platform learns agency Standard Operating Procedures (SOPs) to orchestrate workflows like email triage, quoting, and Certificate of Insurance (COI) generation. This allows agents to reduce administrative overhead and focus on client advising and business development.