Build your own insurance crm software
Track leads, manage policies, and automate renewals in an AI-powered CRM built with AI to fit your agency's insurance workflow.
Build exactly what your agency needs
Customize an insurance crm software that looks sleek out of the box. Add only the features you need, and iterate as your team's needs evolve.
Lead and application tracking
Policy and coverage management
Automated renewal alerts
Claims processing and updates
AI-powered policy summaries
Agency performance dashboards
Unify your policy and lead data in real time
Connect lead trackers, policy lists, and claim systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your insurance agency.
Custom access for every team. Built-in security.
Give each agent the right tools and data access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give agents, managers, and admin staff tailored access and dashboards, so each role sees only the accounts and performance metrics they need.
User groups
Give agents, managers, and admin staff tailored access and dashboards, so each role sees only the accounts and performance metrics they need.
Automations
Streamline insurance processes with Softr Workflows. Trigger native actions like renewal notifications or claim status updates based on your data changes.
Works on any device
Access client details and update policy status on the go. Your insurance crm software is mobile-ready right out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your agency fast, secure access to the CRM—no internal IT tickets or complex passwords needed.
Security
Keep sensitive client and policy data safe with SOC2 and GDPR compliance, plus fine-tuned access control that ensures data protection at every level.
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 crm software in minutes with AI—no manual configuration or complex setup needed.
Consolidate your stack
Add features like renewal alerts, claim tracking, or AI policy summaries as your workflows evolve—no code needed.
Flexible as you grow
Start with a CRM, then add client portals, agent dashboards, or quote forms—all in one place, with no extra tools.
Generate a custom insurance crm 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
Launch your insurance crm software today
Get started free. Describe your workflow and Softr's AI builds your CRM in under an hour.