Build insurance agency CRM software with AI
Manage policyholders, track renewals, and handle claims in an AI-powered CRM built with AI to fit your insurance agency's exact workflow.
Tailor your insurance CRM to your needs
Customize your insurance agency CRM software with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead pipeline management
Centralized policyholder records
Automated renewal tracking
Client self-service portal
Intelligent agent dashboards
Secure claim reporting
Bring all your policyholder data together
Connect policy records, claim files, and lead lists with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your insurance agency.
Custom access for every agent. Built-in security.
Give each agent and admin the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give agents, underwriters, and account managers tailored access and dashboards, so each role sees just the leads and policies that matter to them.
User groups
Give agents, underwriters, and account managers tailored access and dashboards, so each role sees just the leads and policies that matter to them.
Automations
Streamline your agency processes with Softr Workflows. Trigger native automations for policy renewal reminders or claim status updates based on data changes.
Works on any device
Access and update your insurance agency CRM software on the go. All agent tools and lead pipelines are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your insurance team fast, secure access to policyholder data—no IT tickets needed.
Security
Keep sensitive policy and claim data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your tool.
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 insurance agency CRM software in minutes with AI—no manual database setup or complex coding needed.
Consolidate your stack
Add features like automated renewal tracking or claim reporting as your agency grows—no system rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals or agent dashboards—all in one place, with no extra seats to buy.
Generate a custom insurance agency CRM software 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
Build your insurance agency CRM software
Describe what you need. Softr's AI builds your custom CRM in minutes without code.