Create a custom insurance workflow automation without code
Streamline claims processing and policy management with a flexible automation tool tailored to your insurance team's operations.
Customize your insurance workflows
Tailor your insurance workflow setup with only the steps and features you need. Adapt and expand your processes as your business grows—no code required.
Policy application intake
Claims submission tracking
Quote management
Renewal reminders & processing
Document storage & retrieval
Agent task assignment
Unify your insurance data in real time
Connect spreadsheets, policy management systems, and claims databases with real-time sync—or manage everything in Softr Databases. Streamline workflows for better efficiency.
Custom access for every team. Built-in security, no dev time.
Empower your insurance team with tailored tools and access. Set up secure logins, user roles, and permissions—no IT help required.
Advanced permissions
Give claims agents, underwriters, and managers tailored dashboards, so each role accesses just what they need.
User groups
Give claims agents, underwriters, and managers tailored dashboards, so each role accesses just what they need.
Automations
Connect with insurance platforms to automate claims processing, policy updates, and routine communications.
Works on any device
Work on insurance processes from anywhere. Your internal tools are mobile-ready out of the box.
Easy, secure logins
Provide Google, email, or SSO login options for your insurance team, ensuring secure, fast access.
Security
Protect sensitive policyholder data with SOC2 and GDPR compliance, plus robust permission control.
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An AI assistant for insurers
Let your team ask AI about claims, clients, or status—get instant answers, built right into your insurance workflow tool.
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 workflows in minutes with drag-and-drop blocks and ready templates.
Consolidate your stack
Add claim tracking, approvals, or integrations as your insurance processes evolve—no rebuild needed.
Flexible as you grow
Manage policies, claims, and agent dashboards—all in one place, without extra tools or logins.
Build a fully custom insurance workflow 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 workflow automation tool