Build free CRM for insurance agents, no code required
Manage client data, track policies, and streamline workflows with a customizable CRM tailored to your insurance agency's needs.
Customize your CRM around your processes
Set up a CRM that fits how you work. Add only the views and features your insurance team needs now, and update it as your business grows.
Lead capture and management
Policy tracking dashboard
Automated follow-up reminders
Document storage and sharing
Client communication log
Sales pipeline visualization
Bring all your client data together 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 agency.
Custom access for every agent. Secure CRM, no dev time.
Give insurance agents and managers the right access in a branded CRM. Set up secure logins, user groups, and permissions in minutes—no IT help needed.
Advanced permissions
Create tailored dashboards for agents, managers, and support staff, so each role sees what they need.
User groups
Create tailored dashboards for agents, managers, and support staff, so each role sees what they need.
Automations
Integrate with tools like Make or Zapier to automate client follow-ups and reduce manual client management.
Works on any device
Agents can access leads, policies, and contacts from anywhere. All CRM features are mobile-ready.
Easy, secure logins
Let your team log in with Google, email, or SSO for quick, secure CRM access—no IT tickets required.
Security
Protect sensitive client data with SOC2 and GDPR compliance, plus robust access controls for every user.
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Give insurance agents an AI helper
Agents can ask AI about leads, clients, or policy history—getting instant answers built right into your CRM platform.
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 CRM for insurance agents in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like policy tracking, reminders, or lead management as your agency grows—no rebuild needed.
Flexible as you grow
Start with a CRM, then add client portals, claims forms, or dashboards—all in one place, no extra tools.
Build a fully custom CRM for insurance agents 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.
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Frequently asked questions
Build your free CRM for insurance agents easily