Build your own insurance agent dashboard
Track policies, manage commissions, and view claims in an AI-powered system built with AI to fit your insurance agency's workflow.
Tailor your dashboard to your needs
Customize your insurance agent dashboard setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead and policy tracking
Automated commission reporting
AI-powered policy summaries
Renewal and expiration alerts
Client document management
Claims lifecycle management
Bring all your policy data together in real time
Connect carrier spreadsheets, CRMs, and claim records with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every team. Built-in security.
Give each agent the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give agents, managers, and admins tailored dashboards so each role sees just the lead and policy tracking info they need.
User groups
Give agents, managers, and admins tailored dashboards so each role sees just the lead and policy tracking info they need.
Automations
Streamline operations with Softr Workflows. Trigger native notifications for renewal alerts or policy status changes automatically.
Works on any device
Access and update your insurance agent dashboard from the field. All policy and claim tools are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your agents fast, secure access to their production reports—no IT tickets needed.
Security
Keep client and policy data safe with SOC2 and GDPR compliance, plus fine-tuned access control to stay compliant with regulations.
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 insurance agent dashboard in minutes with AI—no manual configuration or complex setup required.
Consolidate your stack
Add features like renewal alerts, commission tracking, or document management as your agency grew without rebuilds.
Flexible as you grow
Start with a dashboard, then add client portals, lead forms, or policy managers—all in one place with no extra tools.
Generate a custom insurance agent dashboard with AI
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
Build your insurance agent dashboard
Describe what you need. Softr's AI builds your insurance reporting system in minutes.