Build your own free insurance CRM without code
Track policies, manage claims, and automate renewals in an AI-powered free insurance CRM built with AI you adapt to fit your agency.
Tailor your free insurance CRM to your needs
Customize your free insurance CRM setup with the exact steps and views your team needs. Add features as insurance processes evolve—no code needed.
Lead and policy tracking
Client claim submissions
AI-powered policy summaries
Automated renewal notifications
Appointment and consultation booking
Commission and performance dashboard
Unify your insurance data in real time
Connect policy spreadsheets, lead records, and client systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every agent. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different insurance agents tailored access and dashboards, so each role sees just the leads and renewals they need.
User groups
Give different insurance agents tailored access and dashboards, so each role sees just the leads and renewals they need.
Automations
Streamline your internal processes with Softr Workflows. Trigger native automations for renewal reminders or claim status updates to keep operations running smoothly.
Works on any device
Access and update your free insurance CRM on the go during client visits. All apps are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your agency team fast, secure access—no IT tickets or complex setup needed.
Security
Keep sensitive client data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your CRM.
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 free insurance CRM in minutes with AI—no manual setup or complex configuration needed for your agency.
Consolidate your stack
Add features like claim tracking, automated renewals, or commission dashboards as your needs evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, knowledge bases, or forms—all in one place, with no extra tools to buy.
Generate a fully custom free insurance CRM with AI
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
Create a custom free insurance CRM now
Describe what you need. Softr's AI builds your insurance CRM in minutes. Get started free without any dev help.