Insurance
handled automatically
Cirquto connects to your broker system, pulls policy data, and runs the entire renewal process automatically.
Good morning, Alex 👋
1,203
38 active renewals
284
This quarter
22
8 due today
100%
FCA audit ready
Your team is drowning in insurance tasks
Cirquto runs it automatically
Renewals, compliance logging, client follow ups and document chasing all handled automatically.
Automations
Build workflows visually
Drag triggers, conditions, and actions onto a canvas. Connect them to automate any insurance process.
field: premium
template: renewal_v2
model: gpt-4o
type: compliance
Integration
Your broker system already has the data. Cirquto puts it to work.
Connect Cirquto to your existing system. We pull policy data, client details, renewal dates — everything your agents need.
Acturis
Connecting…
Open GI
Connecting…
Applied Systems
Connecting…
Ask anything about your clients…
AI Agent
Meet your renewal agent
The renewal agent runs the process your admin team currently manages.
30 days before renewal it will:
- Send personalised renewal outreach
- Request updated client information
- Follow up automatically if the client does not respond
- Prepare the renewal pack
- Log every communication for FCA compliance
“Renewals, compliance notes, client follow ups — it was endless admin. Cirquto now runs those workflows for us automatically.”
Sophie Malik, Operations Manager, Northbridge Risk Solutions
FCA Compliance
Compliance handled automatically
Insurance brokers live with compliance pressure. Every Cirquto action automatically logs:
Everything is stored in a complete audit trail.
Good morning, Alex 👋
1,203
38 active
47
12 due today
8
3 unread
23
£148K pipeline
Thornton & Partners
Corporate
MG Logistics Ltd
Corporate
Hargreaves Electrical
Individual
Renewal agent completed pack for BSW Scaffolding
2m ago
Client response received from MG Logistics
8m ago
FCA audit log updated — 6 new entries
15m ago
3 renewal emails sent automatically
1h ago
Scale
Replace admin work with AI operations
Most brokerages grow by hiring more admin staff. Cirquto lets you scale without increasing headcount.
0h
saved per week across your brokerage
- Renewal chasing18h / week
- Client follow ups12h / week
- Document requests8h / week
- Compliance logging6h / week
- Policy administration10h / week
Connect agents to 1,000+ apps
Plug into broker systems, communication tools, and business apps your team already uses.
Insurance‑native
Built for insurance workflows
Cirquto understands how brokers actually work — cases, renewals, claims, and everything in between.
Every step can be automated with agents
Frequently asked questions
Everything you need to know about getting started with Cirquto.
What exactly does Cirquto automate?
Cirquto watches how your team works across email, WhatsApp, tasks, and cases — then suggests or executes the next step automatically. That includes chasing insurance renewals, reminding clients about missing documents, updating case stages, and triggering follow-ups. Instead of logging activity manually, the platform learns your workflows and handles them for you.
Do I need to replace my existing CRM or broker system?
No. Cirquto sits on top of your existing systems and automates the work around them. Many brokers keep policy records inside systems like Acturis or Applied, while Cirquto handles communication, follow-ups, and workflow automation. Think of it as the automation layer for your brokerage operations.
What are Agent Runs?
Agent Runs are when the Cirquto AI agent performs a task on your behalf — sending renewal reminders to clients, extracting data from emails, updating a case stage, generating compliance documentation, or creating follow-up tasks. Each time the agent completes work for you, it uses one Agent Run.
How long does it take to set up?
Most firms are live in under 1 hour. Cirquto automatically builds your workspace after asking a few onboarding questions about your industry, your workflow, and your communication channels. No consultants. No long implementations.
Is my data secure?
Yes. Cirquto is built on a secure multi-tenant architecture with role-based permissions, encrypted storage, and audit logs for all activity. Every action taken by a user or AI agent is recorded as an activity so you have a full operational history.
Pricing
Simple, per-user pricing
Pick the plan that fits your brokerage. Scale up as you grow.
Starter
per user / month + VAT
For small broker teams getting started with automation.
- Client and case management
- Shared inbox for email and WhatsApp
- Workflow automation
- Activity timeline for every client
- Document storage
5,000 Agent Actions / mo
Growth
per user / month + VAT
For growing brokerages running high volumes of policies and renewals.
- Everything in Starter plus
- Automation templates
- Reporting dashboard
- Integrations with broker systems
- Advanced workflow automation
20,000 Agent Actions / mo
Scale
per user / month + VAT
For brokerages running most operations through Cirquto.
- Everything in Growth plus
- Custom workflows
- Advanced automations
- Priority support
- Enterprise security controls
75,000 Agent Actions / mo
Additional Agent Actions
10,000 actions = £20 + VAT
Most brokerages never need additional usage.
What are Agent Actions?
An Agent Action is when the Cirquto AI completes a task for your team. Every time the system performs work automatically, it counts as one action.
Examples include
- Sending a renewal reminder to a client
- Creating a follow-up task
- Updating a policy stage
- Extracting information from a document
- Logging notes from a phone call
- Sending a WhatsApp message to a client
Each of these = 1 Agent Action
Example usage
A typical brokerage might use Cirquto like this:
- Send 500 renewal reminders500
- Create 700 follow-up tasks700
- Update 600 case stages600
- Send 300 WhatsApp messages300
- Extract data from 200 uploaded documents200
Fits comfortably inside the Starter plan.