QUOTE AUTOMATION

Digitise quotes.
Increase Sales.

Over 95% of Online Premium Revenue is lost due to quote abandonment.
Can you afford to lose that much business?

trusted by
KennCo Underwriting Limited logo with seven stars forming a semicircle above the 'K' in KennCo.First Ireland Insurance logo with stylized black geometric shapes forming an abstract design to the left of the company name.Liberty Insurance logo with Statue of Liberty torch and text.

Automate, digitise and nurture quotes.

Quote Automation
Bar chart with five vertical bars of varying heights, the second bar from the left is highlighted in yellow.
Yellow zigzag line on a white background.

High Performing, High Converting Automation

Convert traffic into quality leads for sales
Increase quote to policy conversion rates
Improve the efficiencies of sales agents
Increase your premium revenue
HOW IT WORKS

Improve Quote Efficiencies

Simple. Add code to your Quote engine.

Customer data is collected in real time as a prospect travels through your quick quote or full quote process. Data collection is fully GDPR Compliant.

Illustration of a web browser window displaying a code snippet block with lines of code and code tags.
Browser window mockup with two horizontal loading bars at the top and four vertical rectangular placeholders below, the third highlighted in yellow.

Broker Customisation.

Drag & drop editing lets you to customise content and create revenue generating campaigns, without the need for a designer. Our application has pre-built and pre-tested content modules.

Dynamic Communications.

Customise business rules to decide what campaign and channel is used to send to the customer during the quote process, such as Quote notification, Quote deferral, incomplete quote, Quote cover.

Three status cards labeled Quote Complete with green check mark, Quote Incomplete with yellow minus sign, and Quote Deferred with red X, each above a circular portrait photo.
Diagram illustrating workflow stages with icons for navigation, editing, shopping cart, timer, email notifications, calendar events, mobile alerts, and customer support, with check and cross marks indicating status.
Dashboard interface showing a pie chart on the left and several horizontal bar graphs on the right, with a mountain-like blue shape at the bottom.

Understand your sales funnel.

Real-time analytics tools to assist brokers better understand their customer's behaviours and leverage the data to make actionable campaign decisions informed by the numbers to be more effective.

Professional design.
Brand representation.

We have been designing high-converting customer communications helping brokers grow since 2009. Circulator will ensure your brand is in on point.

Blank webpage mockup with two rounded rectangular input fields, a large dashed rectangle with an image placeholder icon, and a dark rectangular button in the bottom right corner.
FirstIreland SMS campaign
FirstIreland

"We rely heavily on Circulator for high volume and quick turnaround SMS communications. We use their SMS application to send renewals, quote chasers, win back, lapsed and localised communications. Circulator is a key partner is driving both online and offline sales for us"

Brian Butterly
Head of Sales & Operations

Dont get left behind

Increase new customer acquisition, reduce renewal rates and improve your customer experience.

Book a Demo
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