Build your insurance client portal, no code required
Manage policy documents, process claims, and track coverage in an AI-powered portal built with AI to fit your agency's unique workflow.
Build exactly what your clients need
Customize an insurance client portal that looks professional out of the box. Add and adapt features like claim tracking as your firm evolves.
Secure policy document storage
Digital claim submission forms
Real-time coverage tracking
Automated renewal notifications
Self-service billing and payments
AI agent for policy FAQs
Unify your policy and claim data in real time
Connect policyholder records, claim statuses, and billing data from your CRM—or manage it all in Softr Databases. Create a single source of truth for your insurance clients.
Give every policyholder a secure experience.
Give each client the right views of their specific policies and claims in a branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready, allowing clients to submit claims or view coverage on the go. Turn it into a downloadable app with one click—no extra design.
Works on any device
Softr apps are mobile-ready, allowing clients to submit claims or view coverage on the go. Turn it into a downloadable app with one click—no extra design.
Automations
Build native automations to handle renewal notifications, claim status updates, and document alerts automatically whenever records are changed.
User groups
Provide separate portals for clients, agents, and adjusters, ensuring each group sees only the claims and policy information relevant to them.
Advanced permissions
Apply rules for different clients. Customize who can upload documents or edit claims, and tailor what they see at even the most granular level.
Security
Protect sensitive insurance information from security threats. Softr is fully compliant with SOC2 and GDPR regulations to keep data safe.
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 client portal in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like renewal alerts or self-service billing as your agency's workflows evolve—no rebuild needed.
Flexible as you grow
Start with a client portal, then add agent dashboards or underwriting forms—all in one place, with no extra tools.
Generate a custom insurance client portal 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
Launch your insurance client portal today
Describe what you need. Softr's AI builds your custom insurance portal in minutes.