Build insurance agency CRM software, no code required
Manage client relationships, track policies, and streamline operations with a custom CRM tailored to your insurance agency's needs.
Customize your CRM around your processes
Build a CRM tailored to your agency’s workflow. Add only the features you need now, and update it easily as your team’s needs change.
Lead capture and management
Policy management dashboard
Client communications tracking
Quote generation and management
Task and renewal reminders
Claims tracking and support
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. Centralize client, policy, and workflow data.
Custom access for every team. Built-in security, no dev time.
Empower your insurance team with secure logins, user groups, and permissions—no IT or development required. Manage client data and workflows with ease.
Advanced permissions
Give agents, managers, and support staff tailored access and dashboards so each role sees just the information they need.
User groups
Give agents, managers, and support staff tailored access and dashboards so each role sees just the information they need.
Automations
Connect with tools like Make, Zapier, or N8N to automate policy renewals, claim updates, and routine communications.
Works on any device
Access client records and insurance data on the go. Your CRM is mobile-ready out of the box.
Easy, secure logins
Agents and staff log in securely with Google, email, or SSO—fast access without IT tickets.
Security
Keep sensitive client and policy data safe with SOC2 and GDPR compliance, plus advanced access controls.
.svg)
An AI assistant for your agents
Let agents ask AI for policy info or sales insights—answers appear instantly inside your CRM, saving time on every inquiry.
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 insurance CRM in minutes with drag-and-drop blocks and industry-ready templates.
Consolidate your stack
Easily add policy tracking, claims management, or workflows as your agency scales—no rebuild needed.
Flexible as you grow
Start with your CRM, then add agent portals, reporting, or client forms—all in one place, no extra tools.
Build a fully custom insurance agency 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.
250+
600+
Frequently asked questions
Build your insurance agency CRM software now