In the software today

• Clients and accounts

  Personal and commercial clients, households and businesses, contacts, locations, prospects and the staff assigned to each account.

• Policies and history

  Every policy version, endorsement and renewal, with the original document each one came from. Compare versions, and see which values are known, which are zero and which are simply unknown.

• Service work

  Notes, threaded discussions, tasks, checklists, reminders and a calendar. Change requests keep the customer's original answers next to your staff's review.

• Renewals and retention

  Renewal lists, review outcomes and remarketing records, with rules that prepare a review when a policy needs one.

• Quotes and binders

  Record carrier submissions, quote responses, proposal decisions and binders, each with its source document. Live carrier quoting is listed under connections below.

• Certificates

  Certificate masters and holders, with holder-specific remarks and bulk preparation for internal review.

• Sales and leads

  Lead imports with duplicate checks, pipeline stages, producer assignments and goals, and cross-sell, unbound-quote and lost-policy opportunities.

• Customer requests and portal

  Private request links for customers, document uploads and approved documents your staff choose to share. Staff review every request before it changes a record.

• Accounting and commissions

  Invoices, receipts, deposits, credits, producer and carrier commissions, and bank and period closing. Corrections add reversing entries and keep the originals.

• Reports

  Filter by date, line, producer and status, save report definitions privately or for your team, open the exact records behind a total and export to CSV.

• Documents

  Upload and read PDFs, and review or edit Word documents in the browser while the original stays untouched.

• Agency website

  Prepare your agency's website pages, look and quote-request entry, and preview them before anything is published.

• Automation

  Rules that prepare tasks, drafts and reviews from what happens in your agency. Prepared work shows what it was built from and waits for a person.

• Imports, export and restore

  Import leads and carrier files with a preview first. Export your agency's complete records and documents whenever you like, or delete your workspace.

• Help

  Step-by-step help articles inside the software, searchable in ordinary words, and email support. No subscription needed.

• Team access

  Members, roles and branches. People who can only view don't see buttons that would change records.

Connections to outside services

These depend on carriers, vendors and accounts outside Cirlet. Here is where each one stands.

Status as of 12 October 2026

Connection	Status	What that means
E-signatures	Cirlet's signing service	Send a prepared document for signature and see when it has been signed. Signing goes through Cirlet's own signing service, not a separate e-signature account.
Comparative rating	Your own account In progress	Your agency connects its own QuoteRUSH account, sends home and auto clients for rating and reviews the results in Cirlet. The connection is built and is being set up with QuoteRUSH. It isn't live yet.
Other carrier quoting	In progress	Cirlet doesn't quote with carriers directly yet. Carrier access is being requested.
Carrier downloads	In progress	Today you can import policy, claim and commission files you've downloaded and reconcile them in Cirlet. Direct downloads from carriers are in progress.
ACORD and licensed forms	Not available yet	Certificates and applications are prepared for internal review. Licensed ACORD forms aren't available yet.
Email and text from Cirlet	In progress	Cirlet prepares messages for review. Sending email and texts to customers from Cirlet is being set up.
Payments	Not available yet	Cirlet keeps your agency's books. Taking or sending payments isn't available.

Your data

Status as of 12 October 2026

What	Status	What that means
Export and deletion	Works today	Export your agency's complete records and documents at any time, and delete your workspace.
Backups to your Google Drive	Works today	One click saves a complete copy of your agency's records, documents and history into a "Cirlet backups" folder in your own Google Drive. Cirlet asks Google only for access to the files it creates, and your Google sign-in stays in your browser.
Cirlet on your own computer or server	Later	Built and in testing, not offered yet. It will be offered once it installs without security warnings and updates itself. Until then, use the online workspace with its Google Drive backup.