Build insurance broker portal software, no code required
Streamline client management, policy tracking, and communication with a custom portal that fits your insurance brokerage workflow.
Customize your portal around your processes
Build a portal tailored to how your insurance team works. Add only the workflows and features you need, and adjust as your needs change.
Client policy management
Quote request processing
Claims submission and tracking
Renewal reminders and notifications
Commission tracking and reporting
Document sharing and e-signatures
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 clients and policies.
Give every client a custom, secure experience.
Give each insurance client the right views and access in a branded portal. Set up secure logins, client groups, and permissions in minutes.
Easy, secure logins
Your insurance portal is mobile-ready by default. Clients can view policies or upload documents from any device.
Works on any device
Your insurance portal is mobile-ready by default. Clients can view policies or upload documents from any device.
Automations
Connect with your tools to automate policy updates, renewal reminders, and client communications.
User groups
Provide separate logins for brokers, clients, and staff. Each group gets tailored dashboards and access.
Advanced permissions
Set rules for brokers, clients, and staff—customizing who can view or manage policies and claims.
Security
Protect sensitive insurance information. Softr is fully compliant with SOC2 and GDPR regulations.
.svg)
An AI assistant for brokers
Brokers get instant answers and insights inside their portal—AI works within Softr so client help is always at hand.
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 client portal in minutes with easy drag-and-drop building blocks.
Consolidate your stack
Add policy forms, claims tracking, or reporting as your client needs change—no rebuild needed.
Flexible as you grow
Manage client data, documents, and communications—all in one portal, no extra tools required.
Build a fully custom insurance broker 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.
250+
600+
Frequently asked questions
Build your Client Portal effortlessly