Coventry, CV1 3LY,
United Kingdom
Circle Insurance Services Technographics
Circle Insurance Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Circle Insurance Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Circle Insurance Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Circle Insurance Services has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2018, Acturis Insurance Platform for Insurance ERP in 2019, Microsoft 365 for Collaboration in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Circle Insurance Services is running and its propensity to invest more and deepen its relationship with Oracle , Acturis , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Circle Insurance Services revenues, which have grown to $28.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Circle Insurance Services intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Circle Insurance Services Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2018 | 2018 |
In 2018, Circle Insurance Services implemented Oracle NetSuite ERP to address growing prospect data and CRM needs, deploying a cloud hosted instance categorized as ERP Financial. The decision targeted smarter selling to potential customers by centralizing customer and prospect records in a single, real time platform to improve access and data consistency across the business.
The implementation configured Oracle NetSuite ERP to centralize prospect and customer information alongside core financial ledgers and transaction workflows common to ERP Financial systems, aligning sales contact management with accounting and billing records. Configuration emphasized role based access and real time record synchronization to support sales workflows and financial transaction visibility.
Cofficient led the implementation, leveraging their NetSuite expertise to configure the cloud hosted architecture and steer rollout across Circle Insurance Services operations in the United Kingdom. The deployment delivered real time access to customer and prospect data and simplified prospect tracking, improving operational access to sales and finance information.
|
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Acturis | Legacy | Acturis Insurance Platform | Insurance ERP | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, Circle Insurance Services deployed the Acturis Insurance Platform to centralize core insurance operations. The Acturis Insurance Platform is an Insurance ERP that the company exposes on its public website to support customer and broker interaction workflows.
The implementation focused on Insurance ERP capabilities typical for broker-centric insurers, including policy administration, underwriting configuration and rating, document management, broker portal functionality, and workflow orchestration for policy lifecycle events. The Acturis Insurance Platform was configured to enforce underwriting rules and to manage product configuration and endorsements through the platform's administration interfaces.
Operational coverage centers on core insurance business functions, specifically underwriting, policy administration, broker distribution and customer service across Circle Insurance Services UK operations. Use of the Acturis Insurance Platform on the website indicates the platform serves both internal users and external broker or client touchpoints, consolidating front-end quote and binding flows with back-office policy records.
Governance centered on platform configuration controls, role based access and process alignment between sales, underwriting and operations teams. Rollout patterns and operational integration emphasized configuration driven product management and standardized workflows to align broker portal interactions with internal policy servicing on the Acturis Insurance Platform.
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Circle Insurance Services deployed Microsoft 365 as its primary Collaboration platform. Microsoft 365 is referenced on the company website and is positioned to support core internal communications and document-centric workflows across the business.
The implementation includes standard Microsoft 365 components, with Exchange Online for email and calendaring, SharePoint Online for intranet and document management, Microsoft Teams for messaging and meetings, and OneDrive for personal file sync. Identity and access are managed through Azure Active Directory as part of the Microsoft 365 tenant, supporting single sign-on and role-based access controls for collaboration services.
Using Microsoft 365 on their website indicates that tenant services are surfaced externally for corporate communications and potentially for authenticated content access, while the primary operational scope covers company employees and internal departments. The deployment aligns Microsoft 365 Collaboration capabilities with business functions responsible for communications, knowledge management, and employee collaboration within the insurance organization.
Governance is centered on tenant-level administration, user provisioning workflows, and policy configuration for data retention and compliance within Microsoft 365. Configuration emphasis is on securing collaboration endpoints and structuring SharePoint and Teams spaces to map to departmental workflows, enabling controlled content sharing and standardized collaboration practices.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Web Content Management | Content Management |
|
2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Circle Insurance Services
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|---|---|---|---|---|---|---|
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Apps Being Evaluated by Circle Insurance Services Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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