Build a CRM for insurance brokers, no code
Track leads, manage policies, and automate renewals in an AI-powered CRM built with AI that you customize to fit your broker workflow.
Build exactly what your brokers need
Customize a CRM for insurance brokers that looks sleek out of the box. Add only the features you need, and iterate as your workflows evolve.
Lead and application tracking
Client policy management
Automated renewal notifications
Secure document storage
AI-powered policy insights
Broker commission reporting
Unify your client and policy data in real time
Connect spreadsheets, CRMs, and policy 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.
Give each agent the right tools and data access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored access and dashboards, so brokers see their leads while managers monitor team performance.
User groups
Give different team members tailored access and dashboards, so brokers see their leads while managers monitor team performance.
Automations
Streamline your internal processes with Softr Workflows. Trigger native automations for renewal reminders or application status updates based on data changes.
Works on any device
Access and update your CRM for insurance brokers on the go. View client information and policy details from mobile devices while out in the field.
Easy, secure logins
Use Google, email, or SSO logins to give your brokers fast, secure access to their pipeline—no IT tickets needed.
Security
Keep insurance data safe with SOC2 and GDPR compliance, plus fine-tuned access control to protect sensitive policyholder information.
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 CRM for insurance brokers in minutes with AI—no dev time or complex configuration needed.
Consolidate your stack
Add features like policy insights, commission reporting, or renewal trackers as your brokerage needs evolve.
Flexible as you grow
Start with a CRM, then add client portals, claim forms, or internal dashboards—all in one place.
Generate a custom CRM for insurance brokers 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
Build your CRM for insurance brokers
Describe your workflow and Softr's AI builds it in minutes. Get started free, no dev needed.