One Platform, Multiple Solutions
One Platform. Many Solutions
Built by brokers, for brokers. Everything you need to manage applications simply and effectively
Our Differentiators
What sets us apart in the insurance workflow game
No More Desktop Files – All the Data You Need in One Place
From organizing clients and coverage lines to sending marketing submissions and managing applications, Insurcle lets brokers handle every step of the insurance workflow in one seamless platform. No more switching tools or losing track—everything stays connected, easy to manage, and fully digital.
Effortless Renewals, Smarter Process
Automate renewal reminders and streamline the entire renewal process. With Insurcle, you can reuse documents and only update what's necessary—no need to rebuild full applications. It's a smarter, faster way to keep clients covered and boost retention with minimal effort.
Real-Time Quote Comparison, Instant Decisions
Collect quotes from multiple carriers and compare them side by side—digitally and in real time. Select finalists before sharing with your client and generate a polished proposal package in just a few clicks. No back-and-forth spreadsheets, no delays—just clear options and faster decisions.
Catch Renewals, Skip the Chaos
Save Hours of Work With an All-in-One Platform
Manage client communications, track applications, and organize documents—all from one centralized dashboard
Carrier submission
Choose what to share, submit to your selected carriers, and track responses in real time. Need updates? Re-submit additional info anytime!
Quotes comparison
Receive quotes and explore each offer in depth—compare limits, pricing, benefits, fees, and standout criteria. Identify top options and highlight the best fits for your client with confidence.
Coverage lines organization
From OPPI and Umbrella to Builder’s Risk and beyond—create applications with any coverage your client needs. Build project-based or permanent submissions, track each line separately.
Carrier submission
Choose what to share, submit to your selected carriers, and track responses in real time. Need updates? Re-submit additional info anytime!
Quotes comparison
Receive quotes and explore each offer in depth—compare limits, pricing, benefits, fees, and standout criteria. Identify top options and highlight the best fits for your client with confidence.
Coverage lines organization
From OPPI and Umbrella to Builder’s Risk and beyond—create applications with any coverage your client needs. Build project-based or permanent submissions, track each line separately.
Document management
Both you and your client always know which documents are needed for the chosen coverage. Clients can upload files themselves, streamlining the entire collection process.
Proposal creation
Found the perfect quote? Package it into a professional proposal and send it straight to your client. If they’re not satisfied, no worries—simply revise, resend, and secure the deal with a proposal that fits their needs.
E-signature integration
With DocuSign, your documents stay secure, and the signing process is seamless. Select the document to sign, notify the parties, and compile signatures in just a few easy steps.
Document management
Both you and your client always know which documents are needed for the chosen coverage. Clients can upload files themselves, streamlining the entire collection process.
Proposal creation
Found the perfect quote? Package it into a professional proposal and send it straight to your client. If they’re not satisfied, no worries—simply revise, resend, and secure the deal with a proposal that fits their needs.
E-signature integration
With DocuSign, your documents stay secure, and the signing process is seamless. Select the document to sign, notify the parties, and compile signatures in just a few easy steps.