Build your own ERP insurance, no code required
Manage policies, track claims, and streamline operations with a customizable ERP app tailored to your insurance business needs.
Customize your ERP insurance workflows
Build an ERP insurance solution with only the features and views your team needs. Easily adapt and update your setup as your processes change.
Policy management dashboard
Claims submission and tracking
Customer database and profiles
Automated renewal reminders
Agent task assignment and tracking
Document upload and management
Unify your insurance data in real time
Connect spreadsheets, ERPs, and other systems with real-time sync—or manage everything in Softr Databases. Create one source of truth for your insurance workflows.
Custom access for every team. Built-in security, no dev time.
Empower insurance teams with tailored tools and secure access. Set up logins, user groups, and permissions—no IT or dev work required.
Advanced permissions
Give agents, claims adjusters, and managers access to dashboards tailored to their insurance role.
User groups
Give agents, claims adjusters, and managers access to dashboards tailored to their insurance role.
Automations
Connect to Make, Zapier, or N8N to automate policy tracking, claims processing, and routine insurance tasks.
Works on any device
Access and update insurance records securely from any device—mobile, desktop, or tablet.
Easy, secure logins
Enable secure logins for your insurance team using Google, email, or SSO—no IT tickets required.
Security
Keep sensitive insurance data secure with SOC2 and GDPR compliance, plus role-based access controls.
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An AI assistant for insurance ops
Staff can ask AI about claims, policies, or reports—getting instant answers right inside your ERP insurance system.
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 ERP quickly with drag-and-drop blocks and industry-ready templates.
Consolidate your stack
Add modules for claims, policy management, or reporting as your insurance workflows change.
Flexible as you grow
Manage policies, claims, and client data in one place—no need for extra insurance tools.
Build a fully custom ERP 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
Create your ERP insurance app in minutes