Build a free CRM for insurance agents
Track leads, manage policies, and monitor claims in an AI-powered CRM built with AI you customize to fit your insurance agency workflow.
Build exactly what your agency needs
Customize a free CRM for insurance agents that looks sleek out of the box. Add only the features you need, and iterate as your team grows.
Lead and policy tracking
Automated renewal notifications
Secure document storage
Claims progress monitoring
Client meeting scheduling
AI-powered policy insights
Bring all your client data together in real time
Connect policy trackers, lead spreadsheets, and claims data with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every agent. Built-in security.
Give each agent the right tools and client access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different insurance team members tailored access and dashboards, so agents and managers see just the metrics they need.
User groups
Give different insurance team members tailored access and dashboards, so agents and managers see just the metrics they need.
Automations
Streamline your renewal processes with Softr Workflows. Trigger native notifications for upcoming policy expirations or status changes automatically.
Works on any device
Access and update your insurance CRM on the go. All apps are mobile-ready out of the box, perfect for agents meeting clients in the field.
Easy, secure logins
Use Google, email, or SSO logins to give your agency fast, secure access to policy data—no IT tickets needed.
Security
Keep sensitive client data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your insurance database.
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 free CRM for insurance agents in minutes with AI—no dev time or complex configuration needed.
Consolidate your stack
Add features like renewal alerts, document storage, or meeting scheduling as your needs evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add policy portals or internal dashboards—all in one place, with no extra tools.
Generate a fully custom free CRM for insurance agents
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
Create a custom free CRM for insurance agents now
Describe what you need. Softr's AI builds it in minutes. Get started free—no setup time, no dev needed.