Build your own crm for insurance brokers, no code required
Manage client relationships, track policies, and streamline workflows with a fully customizable CRM tailored for insurance brokers.
Customize your CRM around your processes
Create an insurance CRM with the workflows and features your team needs. Add or adjust views as your business evolves—no coding required.
Lead capture and management
Policy tracking and renewal reminders
Client communication log
Quote generation and sharing
Claims management workflow
Document storage and e-signatures
Unify your client data in real time
Connect spreadsheets, CRMs, and policy management systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your insurance business.
Custom access for every broker. Built-in security, no dev time.
Equip your insurance team with tailored access to client and policy data. Set secure logins, user groups, and permissions—no IT help needed.
Advanced permissions
Give each broker, manager, or support staff a personalized dashboard with just the info they need.
User groups
Give each broker, manager, or support staff a personalized dashboard with just the info they need.
Automations
Connect your CRM with tools like Make or Zapier to automate follow-ups, renewals, and reminders.
Works on any device
Access client and policy info from desktop or mobile. All apps are mobile-ready out of the box.
Easy, secure logins
Brokers and staff log in securely with Google, email, or SSO—no IT tickets or setup delays.
Security
Keep sensitive policy and client data protected with SOC2 and GDPR compliance and robust access controls.
.svg)
An AI assistant for brokers
Brokers can ask AI about policy details or client info and get instant answers right inside your CRM—no switching tabs.
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 CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like policy tracking, renewal reminders, or lead management as your needs change.
Flexible as you grow
Start with your CRM, then add client portals, dashboards, or forms—all in one place, no extra tools.
Build a fully custom crm for insurance brokers 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.
250+
600+
Frequently asked questions
Build your CRM for insurance brokers today