Build your own agent portal software
Onboard agents, track lead distribution, and manage policies in an AI-powered portal built with AI to fit your insurance workflows.
Build exactly what your agents need
Set up custom views for independent agents and internal managers. Add blocks for commissions and policy docs—only what your workflow requires.
Agent onboarding and verification
Lead distribution and tracking
Policy document management
Commission and payout dashboards
AI-powered policy assistance
Claim status notifications
Unify your insurance data in real time
Connect lead trackers, policy documents, and commission data from multiple tools—or manage everything in Softr Databases. Create one integrated system for updates.
Give every agent a custom, secure experience.
Give each agent access to their specific leads and policies in a branded portal. Set up secure logins, user groups, and payout permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready by default. Agents can check their policy status or lead pipeline on their phones with no extra design needed.
Works on any device
Softr apps are mobile-ready by default. Agents can check their policy status or lead pipeline on their phones with no extra design needed.
Automations
Build native automations with Softr Workflows to handle claim status notifications and lead assignments whenever data changes.
User groups
Provide separate logins for agents and regional managers, creating personalized dashboards for every role in your network.
Advanced permissions
Apply rules for different agent tiers. Customize who can view policy documents and who can update commission statuses at a granular level.
Security
Protect agent and policyholder information from threats. Softr is fully compliant with SOC2 and GDPR regulations for insurance data.
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 agent portal software in minutes with AI—no manual setup or complex IT configuration needed.
Consolidate your stack
Add features like lead distribution, claims tracking, or payouts as your insurance business grows—no rebuild needed.
Flexible as you grow
Start with an agent portal, then add dashboards, CRM, or document hubs—all in one place with no extra tools.
Generate a fully custom agent portal 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
Create a custom agent portal software now
Go from idea to live agent portal in under an hour. Build and customize your insurance workflows without code.