Build insurance broker portal software with AI
Onboard brokers and track policies in an AI-powered portal built with AI that you customize to fit your agency's insurance workflow.
Tailor your broker portal to your needs
Customize your insurance broker portal software with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Broker onboarding and registration
Policy submission and tracking
Client document management
Commission and payment tracking
AI-powered policy queries
Automated renewal notifications
Unify your insurance data in real time
Connect policy data, broker records, and documents from multiple tools—or manage everything in Softr Databases. Create a single source of truth for your brokerage's workflows.
Give every broker a custom, secure experience.
Give each broker the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready. Brokers can manage clients and track commissions on the go via a downloadable PWA—no extra design work needed.
Works on any device
Softr apps are mobile-ready. Brokers can manage clients and track commissions on the go via a downloadable PWA—no extra design work needed.
Automations
Build native automations with Softr Workflows to handle renewal notifications and status updates automatically whenever policy records are changed.
User groups
Provide separate logins for brokers and agency managers, creating personalized document repositories and dashboards for each user group.
Advanced permissions
Apply rules for different broker levels. Customize who can view policy details or edit submissions at even the most granular record level.
Security
Protect sensitive client documents and financial data from security threats. 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 broker portal software in minutes with AI—no manual configuration needed.
Consolidate your stack
Add features like commission tracking, policy renewals, or AI queries as your insurance workflows evolve.
Flexible as you grow
Start with a portal, then add agent dashboards, forms, or training tools—all in one place with no extra costs.
Generate a custom broker portal with AI in minutes
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 broker portal software
Describe what you need. Softr's AI builds your custom brokerage tool in minutes.