Build an ERP insurance, no code required
Manage policies, process claims, and track premiums in an AI-powered ERP insurance built with AI to fit your agency's specific workflow.
Build exactly what your business needs
Customize your ERP insurance setup with the exact steps and views your team needs. Add features as processes evolve—no code needed for updates.
Policy document management
Claims processing workflow
AI-powered risk assessment
Premium billing & payments
Agent performance dashboards
Automated renewal notifications
Unify your insurance data in real time
Connect policy documents, claims records, and billing systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each agent and manager the right data and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give agents, adjusters, and managers tailored dashboards, so each role sees just the renewals and claims that they are responsible for.
User groups
Give agents, adjusters, and managers tailored dashboards, so each role sees just the renewals and claims that they are responsible for.
Automations
Streamline operations with Softr Workflows. Trigger native notifications for upcoming renewals or status changes to keep your agency running smoothly.
Works on any device
Access policy details and update claim statuses on the go. All ERP insurance apps are mobile-ready out of the box for adjusters in the field.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to your ERP insurance—no IT tickets or complex setups needed.
Security
Keep insurance and client data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your software.
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
Build your ERP insurance in minutes with AI—no manual setup or complex configuration needed for your agency.
Consolidate your stack
Add features like claims processing, renewals, or agent dashboards as your needs evolve—without starting over.
Flexible as you grow
Start with a policy manager, then add agent portals and billing tools—all in one place, with no extra seats.
Generate a fully custom ERP insurance with AI in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your ERP insurance in minutes
Launch faster with a tool built for your workflow. Get started free. No setup time, no dev needed.