Build a CRM for insurance companies in minutes
Track leads and policies, manage claims, and handle renewals in an AI-powered CRM built with AI you customize for your insurance agency.
Tailor your CRM for insurance companies
Customize your CRM for insurance companies setup with the exact policy views and claim workflows your team needs. Add features as you grow.
Lead and policy tracking
Automated renewal notifications
Client document management
AI-powered claim summaries
Claims processing dashboard
Agent commission reporting
Unify your insurance data in real time
Connect policy trackers, lead spreadsheets, and claim systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency.
Custom access for every team. Built-in security.
Give agents, managers, and adjusters the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different team members tailored dashboards, so agents only see their leads while managers can view agency-wide performance reporting.
User groups
Give different team members tailored dashboards, so agents only see their leads while managers can view agency-wide performance reporting.
Automations
Streamline your renewal process with Softr Workflows. Trigger native notifications and data updates based on policy expiration dates or claim status changes.
Works on any device
Access and update your CRM for insurance companies on the go. Agents can log notes or update claim photos from the field using any mobile device.
Easy, secure logins
Use Google, email, or SSO logins to give your agency staff fast, secure access—no IT tickets or complex user management needed.
Security
Keep sensitive client and policy data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your app.
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 companies in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like claims processing, renewals, or agent reporting as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, agent dashboards, or quote forms—all in one place, with no extra tools.
Generate a custom CRM for insurance companies 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 companies
Describe what you need. Softr's AI builds it in minutes. Get started for free, no dev needed.