Build your free crm for insurance agents
Track leads, manage policies, and store claims in an AI-powered CRM built with AI that you customize to fit your insurance workflow.
Tailor your insurance CRM to your needs
Customize your free crm for insurance agents with the exact policy views and lead stages your agency needs. Add features as your desk evolves.
Lead and application tracking
Policy and coverage management
Automated renewal alerts
Document and claim storage
AI-powered policy summaries
Commission and performance reporting
Unify your insurance data in real time
Connect lead lists, policy documents, and renewal dates with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency.
Custom access for every agent. Built-in security.
Give each agent 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 agents tailored access and dashboards, so each team member sees just the leads and policy renewals assigned to them.
User groups
Give different agents tailored access and dashboards, so each team member sees just the leads and policy renewals assigned to them.
Automations
Streamline your agency with Softr Workflows. Trigger native automations for renewal reminders or follow-ups to keep your operations running smoothly.
Works on any device
Access and update your insurance CRM while meeting clients or in the field. All apps are mobile-ready out of the box for quick updates.
Easy, secure logins
Use Google, email, or SSO logins to give your agents fast, secure access to policy data—no IT tickets or coding 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 insurance CRM in minutes with AI—no manual setup or complex spreadsheets required.
Consolidate your stack
Add features like renewal alerts, claim storage, or performance reports as your insurance book grows.
Flexible as you grow
Start with a CRM, then add client portals and automated forms—all in one place with no extra tools.
Generate a fully custom insurance CRM with AI in minutes
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 free crm for insurance agents
Go from idea to live CRM in under an hour. Build and customize your insurance tool without code.