Build your own insurance knowledge management, no code required
Organize policies, streamline claims, and enhance customer support with a customizable knowledge app for your insurance team.
Build exactly what your team needs
Customize your insurance knowledge portal with the features and views your team relies on. Add or change workflows as your needs evolve—no code required.
Centralized document repository
Policy update notifications
Knowledge base FAQs
Controlled access permissions
Version history tracking
Training and compliance tracking
Unify your insurance data in real time
Connect spreadsheets, CRM systems, and policy management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your insurance knowledge.
Give every user a custom, secure knowledge experience.
Provide agents and clients with tailored access to insurance resources in a fully branded knowledge base. Set up permissions and secure logins easily.
Easy, secure logins
Your knowledge base is mobile-ready by default. Agents and clients can access insurance info anywhere, anytime.
Works on any device
Your knowledge base is mobile-ready by default. Agents and clients can access insurance info anywhere, anytime.
Automations
Connect with your existing tools to automate updates, notifications, and insurance resource management.
User groups
Create separate logins for agents, clients, or teams—each sees just the insurance information relevant to their role.
Advanced permissions
Set rules for who can view, edit, or manage specific insurance knowledge—customize access for each user group.
Security
Keep insurance data protected. Softr is fully SOC2 and GDPR compliant with strong access controls.
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An AI teammate for insurance teams
Let your team ask AI policy or claim questions inside your knowledge base—answers come fast, right where you work.
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
Spin up your insurance knowledge base in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Easily add resources, update policies, or expand workflows as your insurance knowledge needs change.
Flexible as you grow
Centralize guidelines, claims FAQs, and training docs in one place—no extra tools required.
Build a fully custom insurance knowledge 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 knowledge base in minutes