Build your own CRM for insurance companies, no code required
Manage client relationships, track policies, and streamline workflows with a customizable CRM tailored for your insurance company.
Customize your CRM around your processes
Tailor your insurance CRM with only the fields, views, and workflows your team needs. Adjust and add features as your operation grows—no code needed.
Lead capture and tracking
Policy management
Claims processing workflow
Client communication history
Renewal and follow-up reminders
Document storage and sharing
Bring all your client data together in real time
Connect spreadsheets, CRMs, and policy management systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your insurance workflows.
Custom access for every team. Built-in security, no dev time.
Give your insurance team the tools and access they need to manage clients, policies, and claims efficiently. Set up secure logins and permissions in minutes—no IT support required.
Advanced permissions
Give agents, underwriters, and managers tailored dashboards, so every team member sees just what they need.
User groups
Give agents, underwriters, and managers tailored dashboards, so every team member sees just what they need.
Automations
Integrate with Make, Zapier, or N8N to automate reminders, claim updates, or policy renewals for your insurance workflows.
Works on any device
Your insurance CRM is ready for desktop or mobile. Agents and staff can access client and policy info on the go.
Easy, secure logins
Let your team log in quickly and securely using Google, email, or SSO—no extra IT tickets necessary.
Security
Protect sensitive insurance data with SOC2 and GDPR compliance and fine-tuned access control at every level.
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Give insurance sales an AI helper
Let agents ask AI about clients, policies, or leads—get instant answers and insights, right inside your CRM platform.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Launch your insurance CRM in minutes with drag-and-drop blocks and ready templates—no coding needed.
Consolidate your stack
Add policy tracking, claims management, or integrations as your insurance team’s needs change.
Flexible as you grow
Start with your CRM, then add agent portals, policy dashboards, or submission forms—all in one place.
Build a fully custom CRM for insurance in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your CRM for insurance companies today