Decla by Circle Technologies, Inc.

• Renewal handling

• COIs and ACORD forms

• Quoting and comparison

• Carrier submissions

• Document retrieval

• Email management

• AMS, email, and carrier-portal workflows

• Outlook/email

• Browser automation for carrier portals

The operating system for modern insurance. Decla connects work across email, your AMS, and carrier portals to handle renewals, quoting, certificates, and client service for commercial P&C brokerages — with your team's judgment at the center.

Decla is an automation platform for independent commercial insurance brokerages. It plugs into existing AMS systems, email, and carrier portals to execute routine workflows—renewals, COIs/ACORD forms, quoting & comparison, carrier submissions, document retrieval, and email management—so producers, account managers, and CSRs reclaim time for client relationships. Teams typically reclaim 35%+ of their week. No AMS rip-and-replace required.

 

• Works with Vertafore AMS360, HawkSoft, and NowCerts Momentum AMP; Applied Epic is in development.

• Target customers: independent commercial P&C insurance agencies and brokerages.

• Pricing: $250/seat/month or $2,500/seat/year, with a free pilot available.

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Decla uses AI to execute routine insurance workflows (renewals, COIs/ACORD forms, quoting, carrier submissions, document retrieval, and email management) inside existing AMS, email, and carrier portals. Customer data is not used to train models (zero data retention). Teams review and approve. No AMS rip-and-replace.

Important company certifications: SOC 2 Type II; HIPAA compliant