Build your own insurance document management system, no code required
Organize policies, streamline claims, and ensure compliance with a customizable document solution tailored to your insurance team's needs
Customize your document management system
Create an insurance document system with only the views and workflows you need. Add features or adjust layouts as your processes evolve—no coding needed.
Document upload and categorization
Document approval workflow
Client portal access
Expiration and renewal reminders
Role-based access control
Document search and filtering
Unify your insurance documents in real time
Connect spreadsheets, policy management systems, and other tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your documents.
Custom access for every team. Built-in security, no dev time.
Empower your insurance team with secure document storage, role-based access, and easy automations. Set permissions and logins—no IT help needed.
Advanced permissions
Assign underwriters, agents, or managers tailored dashboards so each role sees only relevant insurance files.
User groups
Assign underwriters, agents, or managers tailored dashboards so each role sees only relevant insurance files.
Automations
Connect with Make, Zapier, or N8N to automate document routing, approval, or reminders for policy updates.
Works on any device
Access and manage insurance documents from any device. Mobile-ready for teams in the office or remote.
Easy, secure logins
Enable fast, secure logins for your insurance team with Google, email, or SSO—no hassle or IT tickets.
Security
Protect sensitive policy data with SOC2 and GDPR compliance, plus strong access controls for all document types.
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Give insurers an AI assistant
Let teams ask AI about policy docs, claims, or client files—answers are instant and built right into your management system.
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 document management system in minutes with ready-made templates and blocks.
Consolidate your stack
Add e-signatures, workflow approvals, or analytics as your document needs change—no rebuild needed.
Flexible as you grow
Manage policies, claims, and files in one place—no extra document tools or complex setups required.
Build a fully custom insurance document system 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 insurance document management system