Build your own insurance agent dashboard, no code required
Streamline policy tracking and client management with a customizable dashboard tailored to your insurance agency's unique needs.
Customize your dashboard around your processes
Set up a dashboard with just the data, tools, and views your insurance agents need. Update or expand features as your workflow changes—no code required.
Policy management
Lead and client tracking
Claims submission and tracking
Commission reporting
Task and appointment scheduling
Document storage and sharing
Unify your insurance data in real time
Connect spreadsheets, CRM systems, and policy management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency.
Custom access for every team. Built-in security, no dev time.
Empower your insurance team with secure dashboards and reporting tools. Set up logins, user groups, and permissions—no IT help required.
Advanced permissions
Give agents, underwriters, and team leads tailored access so each role sees relevant insurance data only.
User groups
Give agents, underwriters, and team leads tailored access so each role sees relevant insurance data only.
Automations
Connect with tools like Make, Zapier, or N8N to automate insurance reporting and reduce manual entry.
Works on any device
Access and update insurance dashboards on any device. All apps are mobile-ready by default.
Easy, secure logins
Let your team access dashboards securely with Google, email, or SSO logins—no IT requests needed.
Security
Keep sensitive insurance data protected with SOC2 and GDPR compliance, plus detailed access controls.
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AI Assistant for Insurance Agents
Agents can ask AI for client info, policy details, or sales insights—right inside their dashboard, powered by Softr.
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 agent dashboard in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Add reports, analytics, or client views as your agency’s needs change—no need to rebuild.
Flexible as you grow
Combine dashboards, reporting, client data, and forms—all in one place, no extra tools needed.
Build a fully custom insurance agent dashboard 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 insurance agent dashboard today