Build your insurance agent portal software
Manage leads, track claims, and share documents in an AI-powered portal built with AI to fit your insurance agency's unique workflow.
Build exactly what your agents need
Customize your insurance agent portal software with specific views for leads and commissions. Add features as your agent network grows over time.
Agent onboarding and registration
Policy and lead management
Claims submission tracking
Secure document sharing
Commission reporting dashboards
AI-powered policy summaries
Unify your policy and lead data in real time
Connect policy records, lead lists, and commission tables with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency.
Give every agent a custom, secure experience.
Give each agent the right views to manage policies and claims in a branded portal. Set up secure logins, user groups, and granular permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready. Agents can check lead status or update claims from the field using their phone—no extra design work needed.
Works on any device
Softr apps are mobile-ready. Agents can check lead status or update claims from the field using their phone—no extra design work needed.
Automations
Build native automations to handle lead notifications, policy renewal alerts, and status updates automatically whenever records are changed.
User groups
Provide separate logins for junior agents and senior managers. Create personalized dashboards for each agent to track their specific commissions.
Advanced permissions
Apply rules for different agent tiers. Customize who can view, edit, or delete policy documents and claim files at a granular level.
Security
Protect sensitive policyholder information and agent data. Softr is fully compliant with SOC2 and GDPR 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 portal software in minutes with AI—no manual configuration or manual setup needed.
Consolidate your stack
Add features like claims tracking, secure document sharing, or commission dashboards as your agency grows.
Flexible as you grow
Start with an agent portal, then add client dashboards or internal CRMs—all in one place with no extra tools.
Generate a custom insurance agent portal software 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 portal software
Go from idea to a live insurance agent portal in under an hour. Build and audience-ready app without code.