Build your insurance portal software, no code
Manage policy documents and claims in an AI-powered portal built with AI that you customize to fit your insurance agency workflow.
Build exactly what your clients need
Customize an insurance portal software that looks sleek out of the box. Add only the features you need, and iterate as your team's processes evolve.
Secure policy document access
Online claims submission
AI-powered claim summaries
Agent assignment and scheduling
Automated renewal notifications
Premium payment tracking
Unify your policy and claims data in real time
Connect policyholder data, claims records, and payment systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Give every user a custom, secure experience.
Give policyholders and agents the right views and access in a branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Your portal is mobile-ready so clients can submit claims on the go. Turn it into a downloadable app in one click with Softr's PWA.
Works on any device
Your portal is mobile-ready so clients can submit claims on the go. Turn it into a downloadable app in one click with Softr's PWA.
Automations
Build native automations to handle renewal notifications, status updates, and digital claim summaries automatically whenever records are changed.
User groups
Provide separate logins for policyholders and claims adjusters, ensuring each group sees only the claims and policies relevant to them.
Advanced permissions
Apply rules for different user roles. Customize who can view policy documents and which agents can update claim statuses at a granular level.
Security
Protect private insurance information from security threats. Softr is fully compliant with SOC2 and GDPR regulations for total peace of mind.
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 portal in minutes with AI—no manual setup or complex configuration needed.
Consolidate your stack
Add features like online claims submission or automated renewal alerts as your needs evolve—no rebuild needed.
Flexible as you grow
Start with a client portal, then add agent dashboards, scheduling tools, or forms—all in one place.
Generate a custom insurance portal 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
Create a custom insurance portal software now
Describe what you need. Softr's AI builds it in minutes. Get started for free, no dev needed.