Build your insurance document management system
Manage policies, track approvals, and automate claims in an AI-powered system built with AI to fit your insurance agency's workflow.
Build exactly what your agency needs
Customize an insurance tool that looks sleek out of the box. Add only the features you need, like policy tracking, and iterate as rules evolve.
Secure policy file uploads
Automated document approval tracking
AI-powered policy extraction
Unified client document portals
Ask AI for policy queries
Compliance and renewal alerts
Unify your policy and client data in real time
Connect policy files, client records, and claim logs from multiple tools—or manage everything in Softr Databases. Create one integrated system for your insurance agency.
Give every user a custom, secure experience.
Give policyholders and agents the right access in a branded portal. Set up secure logins, user groups, and document permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready. Agents can upload documents from the field using a downloadable app built with Softr's PWA—no extra design needed.
Works on any device
Softr apps are mobile-ready. Agents can upload documents from the field using a downloadable app built with Softr's PWA—no extra design needed.
Automations
Build native automations with Softr Workflows to handle document approval notifications and renewal status updates automatically when records change.
User groups
Provide separate logins for claimants, brokers, and adjusters, and create personalized dashboards that show only relevant policy information.
Advanced permissions
Apply rules for different roles. Customize who can view, upload, or sign insurance documents, ensuring strict data governance at every level.
Security
Protect sensitive policyholder information from security threats. Softr is fully compliant with SOC2 and GDPR regulations for insurance data.
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 document management system in minutes with AI—no manual configuration needed.
Consolidate your stack
Add features like renewal alerts or compliance tracking as your agency grows—no system rebuild required.
Flexible as you grow
Start with document management, then add agent dashboards or client portals—all in one place.
Generate a custom insurance document management system
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
Create your custom insurance system now
Describe what you need. Softr's AI builds it in minutes. Get started for free, no dev needed.