Build insurance workflow software, no code required
Streamline claims, manage policies, and enhance efficiency with a customizable workflow tool tailored to your insurance team.
Customize your insurance workflow
Choose only the steps and features your insurance process needs. Tailor your workflow now, and adapt it easily as your requirements change.
Policy application intake
Claims submission and tracking
Renewals management
Document management
Agent task assignment
Customer communications log
Unify your insurance data in real time
Connect spreadsheets, policy management systems, and claims tools 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, no dev time.
Empower your insurance team with secure, tailored access to workflows, claims, and approvals. Set up logins, user groups, and permissions—no IT help needed.
Advanced permissions
Give adjusters, agents, and managers custom dashboards, so each role gets the tools and data they need.
User groups
Give adjusters, agents, and managers custom dashboards, so each role gets the tools and data they need.
Automations
Connect with tools like Make or Zapier to automate claim assignments, follow-ups, and routine updates.
Works on any device
Access insurance workflows and client records from any device. All apps are mobile-ready out of the box.
Easy, secure logins
Enable your insurance team to log in securely with Google, email, or SSO—no IT requests needed.
Security
Keep sensitive policy and client information protected. Softr is SOC2 and GDPR compliant with robust access controls.
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Give insurers an AI teammate
Let your team ask AI about claims, policies, or tasks—answers appear instantly within your insurance workflow system.
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
Set up your insurance workflow tool in minutes using drag-and-drop blocks and ready templates.
Consolidate your stack
Easily add new processes, forms, or reports as your insurance workflows change—no rebuild needed.
Flexible as you grow
Manage claims, policies, and team dashboards—all in one place, with no extra tools or logins.
Build a fully custom insurance workflow 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 workflow tool now