Cirlet · Free agency software, built by Tyler Mayberry
Free agency software that works alongside your current system.
Clients, policies, renewals, certificates, service work and the books, in one suite. Open the sample agency in your browser, then use a free workspace for as much or as little of your work as you like. Nothing has to move until you decide it should.
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- Free, with no per-seat price
- No switching required
- Export everything, anytime
Fictional sampleScreenshots of the live sample agency, October 12, 2026, with moving examples of its everyday work. The sample needs no account, its records are made up, and nothing in it reaches a carrier or a customer.
Release 2026.10 · October 2026
What's new in this release.
A new look across the whole suite, and more ways to keep your agency's records in your own hands.
A new look
A labelled side menu, a home page that starts with today's work, a real icon set and larger type. Works on phones too.
Search everything
Press Ctrl K to find a client, policy, phone number or email address from anywhere.
Back up to your Google Drive
One click saves a complete copy of your agency into a folder in your own Google Drive.
E-signatures
Send a prepared document for signature and see when it has been signed.
Product tour
See it before you sign up.
Real screens from the sample agency. Open it yourself and click around the way you would on an ordinary day.
Start each day with the work that needs you.
Tasks due today, renewals coming up, open service work and new email, on one screen for each person.
- Your own task list with due dates and priority
- Renewals expiring in the next 45 days
- Recent activity across the agency
Everything about a client on one page.
The client panel stays on the left while you move between policies, details, documents and activity.
- Personal and commercial clients, households and businesses
- Policies with carrier, term and premium at a glance
- Notes, tasks and email filed to the client
Every policy version, and where each value came from.
Open any version of a policy and see the coverage that was recorded, with the source document behind it.
- New business, endorsements and renewals as versions
- Values marked known, zero or unknown
- Compare two versions side by side
Never lose track of a renewal.
A working list of policies coming up for renewal, with a review and remarketing step for each one.
- Renewals in the next 60 days, with recorded premium
- Review or remarket each one
- Rules that prepare a review when a policy needs one
Service work that doesn't slip.
Overdue, today and upcoming work for the whole agency, with the client attached to every task.
- Open, waiting and completed views
- Starred priorities and due dates
- Assigned to the people who do the work
Client email history in one place.
Import messages exported from your mailbox and keep each one next to the client it belongs to, so the whole team can see the history.
- Messages matched to the right client
- Attachments kept with the client's documents
- Open the client from any message
Connecting a mailbox and sending email from Cirlet are still being built.
What works today
Everything in the software today.
All of this is in Cirlet now. Try any of it in the sample agency, where the records are fictional, changes stay in your browser and nothing reaches a carrier or a customer.
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.
No switching
No switching required.
Changing agency systems is a big decision, and you don't have to make it to use Cirlet. Keep your current system and use Cirlet next to it, for as much or as little as you like.
Try it with nothing at stake
The sample agency needs no account and uses fictional records. Your current system isn't touched.
Use it for part of your work
Use a free workspace for one part of your agency's work and keep everything else where it is.
Move records only when you choose
An import starts with a preview: what maps, what was left out and what needs your decision.
Take your records with you
Export your agency's records and documents whenever you want. Your data stays yours.
Automation
Automation you can check.
Cirlet's rules can prepare work for your team: a renewal review with the right policy version attached, a draft follow-up, a list of what's still missing. Each prepared item shows what it was built from and waits for a person.
If you'd like automation shaped around how your agency works, in Cirlet or in the tools you already use, that's paid work agreed up front.
Renewal review · Morgan Ellis · HO-781043
- Built from
- Policy version V2001-NB and its source document
- Assigned to
- Jamie Wilson
- Missing
- Expiration date not recorded in this version
A person confirms the coverage before anything goes to the customer.
Your data
Your data stays yours.
Your agency's records belong to your agency. Here is what you can do today, and what is still being built.
Works today
- Export your agency's complete records and documents at any time.
- Back up to your own Google Drive with one click: a complete copy of your records, documents and history goes into a "Cirlet backups" folder in your Drive. Cirlet never sees your Google sign-in or your other files.
- Delete your workspace.
Later
- Cirlet on your own computer. It's built and being tested. It will be offered once it installs without security warnings and updates itself. Until then, the one-click Google Drive backup keeps a complete copy of your agency in your own Drive.
Written storage and processing terms for workspaces are still being finished. Until then, explore with the sample's fictional records and talk to me before you put real customer records in a workspace.
Connections
Connections to outside services.
These depend on carriers, vendors and accounts outside Cirlet. Here is where each one stands.
| 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. |
Full agency software is the goal. Cirlet is being built to handle all of an independent agency's daily work. Some of it is still in progress, and this page says which. If something you rely on isn't here, tell me.
Free agency software. Open it and try it.
The sample agency opens in your browser: no account, no call, and no need to leave your current system. Want help fitting Cirlet, or AI and automation, to your agency? The first 30-minute conversation with Tyler is free.