Build insurance workflow software without code
Manage claims, track policies, and handle approvals in AI-powered insurance workflow software built with AI to fit your agency's needs.
Tailor your insurance software to your needs
Customize your insurance workflow software with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Digitized policy application intake
Claims lifecycle status tracking
Agent task and job assignment
Automated underwriting approval queue
Secure document and policy storage
AI-powered claim risk analysis
Unify your insurance workflow data in real time
Connect policy applications, claim records, and documents from your current systems—or manage everything in Softr Databases. Create a single source of truth for your team.
Custom access for every team. Built-in security.
Give each agent or adjuster the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different insurance adjusters and managers tailored access and dashboards, so each role sees just the tasks and risks they need to manage.
User groups
Give different insurance adjusters and managers tailored access and dashboards, so each role sees just the tasks and risks they need to manage.
Automations
Streamline your claims processes with Softr Workflows. Trigger native notifications based on status changes to keep your insurance operations running smoothly.
Works on any device
Access and update your insurance workflows and policy data on the go. All agent tools are mobile-ready out of the box for office or field work.
Easy, secure logins
Use Google, email, or SSO logins to give your insurance team fast, secure access to policy data—no IT tickets needed.
Security
Keep sensitive policyholder and claim data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your workflow.
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 software in minutes with AI—no manual setup or coding needed.
Consolidate your stack
Add features like underwriting queues or risk analysis as your workflows evolve—no rebuild needed.
Flexible as you grow
Start with workflows, then add client portals, dashboards, or agent logs—all in one place with no extra tools.
Generate a custom insurance workflow 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
Build your insurance workflow software
Go from idea to live insurance workflow software in under an hour. Build and customize everything without code.