Build your own health insurance CRM, no code required
Manage client data, track policies, and improve service with a customizable CRM tailored to your health insurance team's workflow.
Build exactly what your team needs
Customize your health insurance CRM with only the features and workflows you need today. Make changes easily as your team’s processes evolve.
Policy management dashboard
Claims tracking and updates
Lead and client onboarding
Renewal reminders and tasks
Communication history logging
Document storage and sharing
Unify your health insurance data in real time
Connect spreadsheets, CRMs, and claims systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your operations.
Custom access for every team. Built-in security, no dev time.
Empower your health insurance team with the right tools and secure access. Set up user groups, logins, and permissions—no IT or code required.
Advanced permissions
Provide different levels of access for agents, underwriters, and managers so each role gets a tailored dashboard.
User groups
Provide different levels of access for agents, underwriters, and managers so each role gets a tailored dashboard.
Automations
Automate repetitive tasks like policy renewals and notifications by connecting with tools like Make, Zapier, or N8N.
Works on any device
Let your team access client records or update policies on desktop and mobile. All apps are mobile-ready by default.
Easy, secure logins
Enable secure team logins with Google, email, or SSO—no IT support needed to get started.
Security
Protect client health and policy data with SOC2 and GDPR compliance, plus strong access controls.
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AI Assistant for Insurance Sales
Let agents ask AI about clients, policies, or leads—answers appear instantly inside your CRM when and where you need them.
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 health insurance CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like policy tracking, claims, or reporting as your health insurance workflows evolve.
Flexible as you grow
Start with your CRM, then add agent portals, customer forms, or dashboards—all in one place.
Build a fully custom health insurance CRM 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 health insurance CRM in minutes