CIRQARA Agency / Insurance operations

The people.
The policies.
The whole picture.

Being built for the day-to-day work of an insurance agency, from client and policy organization to commission workflows.

In development. Capabilities and access are evolving.

Built around the relationships.

Product direction / In development

01 Organization

Keep the context together.

Designed to organize clients and policies alongside the agents and carriers involved.

Clients / Policies
Agents / Carriers

02 Commissions

Follow the work through.

Commission workflows and reporting are part of the product direction, with capabilities continuing to develop.

Workflows / Reporting

03 Your agency

Room for the way you work.

Organization and team access, modular capabilities and configuration guide the architecture. Availability will depend on the current release.

Team access / Modules
In development

CIRQARA Agency

Let’s talk about your agency.

Ask what’s available today or request a walkthrough.

Request a walkthrough

Contact us about current app access or an unavailable link.

support@cirqara.com