Powering Brokers & Insurance Agencies with Automation
Empowering Brokers with Automation
A smarter way to manage insurance applications—less work, more results
Effortless Streamlined Insurance Management
From solo brokers handling individual cases to agencies managing multiple projects—effortless insurance workflow
For independent brokers
Run your entire brokerage like a pro—no team, no problem. Insurcle gives solo brokers the power to quote, propose, and bind faster than ever. All your tools, one sleek platform, built to help you grow without the chaos.
For agencies
Big team? Bigger ambitions? Insurcle scales with you. Onboard as many brokers and admins as you need, automate the busywork, and keep your operations flowing like clockwork. One hub, endless possibilities.
Key Functionalities
What makes Insurcle the perfect tool for your insurance application management process
Track and renew policies with a simplified process
Start your renewals without starting over. Just pick the lines you want to renew—we’ll carry over your existing data so you only update what’s changed. No more re-entering info or digging through old files. Choose your current insurer or explore new ones, all in one smooth, guided flow.
Easily share with carriers in a few steps
Simply select the information you want to include, pick the markets from your contact list, and your submission is on its way. Need to make updates or resend it later? No problem—you can share it again anytime, with as many markets as you need.
In app E-signature for all parties involved
Brokers can request signatures from both clients and carriers directly through the app using secure DocuSign integration. No more chasing documents over email or juggling files. Everything stays protected, streamlined, and inside the platform—so you can finalize policies faster.
Quotes management, comparison & client proposal
All your quotes, side by side. Receive quotes directly in the platform from every market you submitted to. Compare what matters most to you—limits, premiums, coverages—and highlight top options. Build a clear, customized proposal for your client in just a few clicks.
Capture, Convert, Insure, Repeat!
Turn leads into clients and policies into profits—effortlessly, all in one place