Build insurance workflow automation without code
Automate claims, verify documents, and track policies in an AI-powered system built with AI to fit your insurance firm's workflow.
Tailor your automation to your needs
Customize your insurance workflow automation setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Digital claim intake forms
Automated document verification
Underwriting approval routing
Real-time policy tracking
Claims volume analytics
Automated renewal notifications
Unify your policy and claims data in real time
Connect spreadsheets, CRMs, and policy systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your insurance workflows.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give claim adjusters and underwriters tailored access and dashboards, so each role sees just the data and renewal alerts they need.
User groups
Give claim adjusters and underwriters tailored access and dashboards, so each role sees just the data and renewal alerts they need.
Automations
Streamline operations with Softr Workflows. Trigger native notifications based on document verification or policy status changes to keep things moving.
Works on any device
Access and update your insurance workflows and policy data on the go. All apps are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your insurance team fast, secure access to underwriting tools—no IT tickets needed.
Security
Keep sensitive policy and applicant data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level.
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 workflow automation in minutes with AI—no manual setup needed.
Consolidate your stack
Add features like claims analytics or automated renewals as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with a CRM, then add portals, underwriting dashboards, or claim forms—all in one place, with no extra tools.
Generate insurance workflow automation 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 workflow automation
Launch faster with a tool built for your workflow. Get started free. No setup time, no dev needed.