Build your own insurance sales CRM, no code
Track policies, manage leads, and view agent commissions in an AI-powered insurance sales CRM built with AI you adapt to your agency.
Build exactly what your agents need
Customize an insurance sales CRM setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead and policy tracking
Automated renewal notifications
Client document management
AI-powered sales insights
Agent commission dashboards
Quote request forms
Unify your insurance sales data in real time
Connect lead trackers, policy lists, and commission records with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your agency.
Custom access for every team. Built-in security.
Give each agent and manager the right data and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give agents, team leads, and admins tailored dashboards, so each role sees just the commissions and client pipelines relevant to them.
User groups
Give agents, team leads, and admins tailored dashboards, so each role sees just the commissions and client pipelines relevant to them.
Automations
Streamline your sales process with Softr Workflows. Trigger native notifications for upcoming renewals or status changes to keep the pipeline moving.
Works on any device
Access and update your insurance sales CRM on the go. Agents can manage leads and log policy updates from the field on any mobile device.
Easy, secure logins
Use Google, email, or SSO logins to give your agents fast, secure access to the CRM—no IT tickets or complex setups needed.
Security
Keep client and policy data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your sales tool.
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 sales CRM in minutes with AI—no dev time or complex configuration needed.
Consolidate your stack
Add features like quote requests, renewal alerts, or commission dashboards as your agency scales.
Flexible as you grow
Start with a CRM, then add client portals or agent dashboards—all in one place, with no extra tools.
Generate a fully custom insurance sales CRM 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
Build your insurance sales CRM. No code needed.
Describe what you need. Softr's AI builds your insurance sales CRM in minutes with zero dev work.