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Carrier Doc Retrieval
Cois & Acord Forms
Proposals & Summaries
Renewal handling
Loss Run analysis
Cross-selling
Re-engagement
Multi-carrier quoting
Carrier Doc Retrieval
Cois & Acord Forms
Proposals & Summaries
Renewal handling
Loss Run analysis
Cross-selling
Re-engagement
Multi-carrier quoting

AI that works like part of your team. Built for the work of insurance.

Your back office just got a lot smarter.

Free TrialBook a DemoBook a Demo
Truex Insurance
HawkSoft
The National Insurance Agency
AMS360
Protective Insurance Agency
Applied
Cornerstone
Fortified Agencies
Guardian Insurance
Momentum
Bates, Roberts, Fowlkes & Jackson Insurance
Imperial PFS
Product Browser Mobile
How it works

Everything connects, so you can too.

001

Set up your workflow.

Built around how you work. Connect your email, AMS, and carrier portals. Import your SOPs. Decla runs by your playbook.

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002

Create new or review triggered tasks.

Every request, in one place. Create tasks manually or let incoming emails trigger them automatically. Your queue stays clear. Nothing slips through.

Get Started
003

All the legwork, already done.

Context pulled. Actions prepared. Decla searches your AMS, retrieves carrier docs, analyzes changes, and drafts what needs to happen.

Get Started
004

You approve, Decla makes it happen.

No actions are taken until you say so. Approve what's ready and Decla executes it for you in a live browser session.

Get Started

Our customers say it best.

Stephen NelsonTruex Insurance
Portrait of Stephen NelsonPortrait of Chris DupillPortrait of Nolan CesnickPortrait of Chris DupillPortrait of Stephen NelsonPortrait of Chris Dupill

“When we come to work each day, Decla has either processed that task for us or prepared a draft email to the client. The product is absolutely fantastic.”

Stephen Nelson
Principal
TRUEX INSURANCE

“Decla definitely performs where a lot of the others just don't.”

Chris Dupill
Co-Founder
Guardian Insurance

“I've been very pleased with how the system has been able to help me with new business and renewals.”

Nolan Cesnick
Vice President
Bates, Roberts, Fowlkes & Jackson

“I can work through 10 to 15 clients in an hour. Before, that just wasn't possible.”

Chris Dupill
Co-Founder
Guardian Insurance

“It’s allowed Truex to feel like we’re a much larger agency with more resources for our existing customers.”

Stephen Nelson
Principal
TRUEX INSURANCE

“Decla broke down an audit for me. I forwarded it to my client, and he approved it. That would have been three hours of work easily.”

Chris Dupill
Co-Founder
Guardian Insurance

Full Decla intelligence, even from your phone.

Pull policy details, check renewal status, draft client responses, all from your phone. Decla has the context. You have the conversation.

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Workflows that work with you.
From your desk to done

A fully proactive member of your team.

Works with your AMS
Proactively monitors your inbox.
Navigates carrier portals like a person
Follows your SOPs
Asks for approval, only when needed.

One platform. Every workflow.

Every agency runs differently. Decla learns your SOPs and handles the rest so your team can focus on what actually grows your book.

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Prepping

Renewal Handling

Preps renewal data, drafts outreach, and keeps your pipeline on track.

Comparing

Quoting & Comparison

Gather info from emails, run carrier quotes, and generate side-by-side comparisons.

Generating

COIs & Acord Forms

Generate certificates and fill ACORD forms automatically from policy data.

FAQS

Common Questions

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Let us show you what's possible.

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Let Decla handle it for you
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Decla™ is a trademark of Circle Technologies, Inc. © 2026 Circle Technologies, Inc. All rights reserved.

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