Build insurance CRM software, no code required
Manage client data, track policies, and streamline operations with a customizable CRM tailored to your insurance business needs.
Customize your CRM around your processes
Create an insurance CRM that matches your team’s workflows. Add only the features and views you need, and adapt as your business evolves—no code required.
Lead capture and tracking
Policy management dashboard
Claims submission and tracking
Client communication logs
Task and renewal reminders
Document sharing and e-signatures
Unify your client data in real time
Connect spreadsheets, CRMs, and policy management tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your insurance business.
Give every agent a custom, secure experience.
Empower insurance agents and clients with a branded CRM portal. Manage policies, claims, and communications securely with tailored access for each user.
Easy, secure logins
Access policies and client info on desktop or mobile. All CRM features are mobile-ready and easily accessible on the go.
Works on any device
Access policies and client info on desktop or mobile. All CRM features are mobile-ready and easily accessible on the go.
Automations
Connect with your favorite tools to automate policy renewals, reminders, client updates, and follow-ups.
User groups
Offer separate CRM views for agents, underwriters, and clients—so each user accesses only what’s relevant to them.
Advanced permissions
Control who can view, edit, or manage claims and policies. Permissions can be set by group or role.
Security
Safeguard policyholder information with SOC2 and GDPR compliance and robust access controls.
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AI Assistant for Insurance Sales
Let agents ask AI for client info, policy updates, or sales insights—all available instantly within your CRM portal.
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
Get your insurance CRM up and running in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Add policy tracking, claims workflows, or reporting as your insurance team’s needs change.
Flexible as you grow
Begin with your CRM, then add agent portals, quote forms, or dashboards—all in one place.
Build a fully custom insurance CRM in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your insurance CRM software effortlessly