Build your own insurance CRM software
Track leads, manage policies, and process claims in an AI-powered insurance CRM software built with AI to fit your agency's workflow.
Tailor your insurance CRM software to your needs
Customize your insurance CRM software with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead and applicant tracking
Policy document management
Automated renewal notifications
Claims processing dashboard
AI-powered policy insights
Secure client profile management
Unify your insurance data in real time
Connect lead spreadsheets, policy databases, and claims trackers with real-time sync—or manage everything in Softr Databases. One source of truth for your agency.
Custom access for every team. Built-in security.
Give each agent 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 they only see the leads and policies assigned to them.
User groups
Give different insurance agents tailored access and dashboards, so they only see the leads and policies assigned to them.
Automations
Streamline your agency with Softr Workflows. Trigger native automations for renewal reminders or claim status updates based on data changes.
Works on any device
Access client files and update policy status on the go. This insurance CRM software is mobile-ready out of the box for field agents.
Easy, secure logins
Use Google, email, or SSO logins to give your team fast, secure access to insurance records—no IT tickets needed.
Security
Keep sensitive insurance data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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 CRM software in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like policy renewals, claims tracking, or automated reports as your agency grows—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, document dashboards, or quote forms—all in one place, with no extra tools.
Generate a custom insurance 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
Generate your insurance CRM software with AI
Describe what you need. Softr's AI builds your insurance CRM software in minutes. Start for free.