Build insurance agent portal software, no code required
Streamline client management, automate tasks, and enhance collaboration with a custom portal tailored to your insurance agency's needs.
Customize your portal around your processes
Set up an insurance agent portal with only the features and views your team needs. Adjust or add to your setup as your workflows change—no code required.
Client policy management
Quote request processing
Claim submission tracking
Task and follow-up reminders
Document upload & sharing
Commission and sales tracking
Unify your insurance data 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 agency.
Give every insurance partner a secure portal.
Offer agents and partners a fully branded portal with custom access. Set up secure logins, group permissions, and personalized dashboards in minutes.
Easy, secure logins
Your partner portal is mobile-ready by default. Agents can review policies or submit documents from any device.
Works on any device
Your partner portal is mobile-ready by default. Agents can review policies or submit documents from any device.
Automations
Connect with your existing CRM and quoting tools to automate workflows and reduce manual data entry for agents.
User groups
Provide agents, brokers, or agency staff with tailored dashboards so each partner sees relevant policy and client information.
Advanced permissions
Set detailed rules for what different agent groups can view, edit, or manage within the portal.
Security
Keep partner and client data secure. Softr is fully compliant with SOC2 and GDPR for insurance industry standards.
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An AI assistant for agents
Agents can ask AI about policies, leads, or claims—getting instant answers, all within your insurance portal on Softr.
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 agent portal in minutes with drag-and-drop tools and ready-made templates.
Consolidate your stack
Add features for partner onboarding, document sharing, or reporting as your agency’s needs evolve.
Flexible as you grow
Start with a portal, then add dashboards, forms, or CRM tools—all in one place for your agents.
Build a fully custom insurance agent portal 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 Partner Portal in minutes