Client Portal

Build a secure, branded insurance client portal fast

Let clients access policies, upload docs, and track claims securely in a secure, flexible portal.

Get started free Start with a template

A computer screen displaying a modern insurance client portal user interface with navigation menus, policy details, and account information.

Loved by 800,000+ teams around the globe

Flexibility

Build exactly what your clients need

Create a portal that fits your insurance clients’ needs today. Add new features or workflows as requirements change—no coding required.

UI screenshot of claims submission and tracking

UI screenshot of personal information management

UI screenshot of premium payment and billing

UI screenshot of support ticket requests

Data Management

Bring all your travel data together in real time

Connect spreadsheets, booking systems, and CRMs with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency.

Explore all data sources

Power

Give every insurance client a custom, secure experience.

Offer clients a branded insurance portal with secure logins and tailored access. Set up client groups, permissions, and dashboards quickly and securely.

Easy, secure logins

Clients can review policies or submit claims on desktop or mobile. The portal is mobile-ready for convenient access anywhere.

Works on any device

Clients can review policies or submit claims on desktop or mobile. The portal is mobile-ready for convenient access anywhere.

Automations

Connect with your insurance software to automate claim updates, document requests, and policy renewals—saving time for your team.

User groups

Create separate logins for clients, agents, and staff. Provide each group with a dashboard showing only their relevant insurance info.

Advanced permissions

Set detailed rules for who can view, edit, or upload documents, claims, or policy details—tailored for each user group.

Security

Protect client insurance data at every step. Softr is compliant with SOC2 and GDPR, ensuring robust security and privacy.

AI Magic

Give your team an AI assistant

Let clients ask AI about policies, claims, or renewals — quick answers directly inside your portal.

Why 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.

UI screenshot of Softr drag-and-drop dashboard setup for building insurance client portal

Easy, fast setup

Launch your insurance client portal in minutes with ready-made templates and drag-and-drop tools.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Add policy access, claims tracking, or messaging as your client needs change—no rebuild required.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Bring together client records, forms, and communications in one secure portal—no extra software needed.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”

Ashley Kalinauskas

CEO, Torigen Pharmaceuticals

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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”

Oliver Thomas

Maker Digital Systems Architect, MIT

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“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”

Isobelle Ford

Founder & Director, Skylight Ventures

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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”

Jesuena Estoque Reimer

Founder, Mindflows

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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”

Guillaume Duvernay

Growth Lead, Plan A

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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”

Rebecca Berneck

CEO, Officeheads

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How It Works

Build a fully custom insurance client 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”