Build insurance portal software, no code required
Streamline policy management and enhance client interactions with a customizable portal tailored to your insurance business needs.
Build exactly what your clients need
Customize your insurance portal with only the features and views your team and clients rely on. Adjust and expand as your needs change—no code needed.
Policy application submission
Claims filing and tracking
Payment management
Document repository and access
Customer communication center
Policy renewal management
Unify your insurance data in real time
Connect spreadsheets, policy management systems, and claims software with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your insurance business.
Give every client a secure insurance portal.
Offer clients a fully branded portal to access their insurance policies, documents, and claims. Set up secure logins and manage permissions effortlessly.
Easy, secure logins
Your insurance portal works seamlessly on desktop and mobile. Clients can access policies or file claims from anywhere.
Works on any device
Your insurance portal works seamlessly on desktop and mobile. Clients can access policies or file claims from anywhere.
Automations
Integrate with your insurance tools to automate claim updates, document requests, and communication workflows.
User groups
Provide agents, clients, and partners with personalized dashboards—so each user sees information relevant to them.
Advanced permissions
Customize access for policy documents, claims, and reports. Apply permissions for groups or individual clients.
Security
Keep insurance data safe. Softr is SOC2 and GDPR compliant with strong security features for sensitive information.
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AI Assistant for Insurance Teams
Let agents and clients ask AI about policies, claims, or coverage—answers appear instantly inside your insurance portal’s interface.
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
Launch your insurance portal in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Easily add policy management, claims, or customer support as your insurance portal evolves.
Flexible as you grow
Manage policies, claims, and customer data—all in one portal, with no extra tools to buy.
Build a fully custom insurance portal 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 portal software today