Organize policies, manage claims, and streamline processes with a custom insurance app tailored to your LMS and team requirements.


Build an LMS insurance portal that matches your processes. Add only the views and features you need, and adapt as your workflows change over time.
Connect spreadsheets, policy management systems, and claims software with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your insurance workflows.
Create a branded LMS portal for insurance agents, clients, and staff. Set up secure logins, user groups, and permissions in minutes.
The insurance LMS works seamlessly on desktop and mobile. Users can access training or policies anywhere.
The insurance LMS works seamlessly on desktop and mobile. Users can access training or policies anywhere.
Connect with your existing tools to automate onboarding, notifications, and policy updates for users.
Provide agents, clients, and staff with custom dashboards—each user sees only their relevant insurance resources.
Set detailed access rules so agents, managers, or clients only see the modules and data meant for them.
Protect sensitive insurance information. Softr’s LMS is fully SOC2 and GDPR compliant for your peace of mind.
Let insurance teams ask AI for policy info or training help—instant, accurate answers right inside your LMS portal.
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.
Get your insurance LMS live in minutes with simple drag-and-drop and ready-made course templates.
Add compliance modules, reporting, or workflows as your insurance training needs change—no rebuild needed.
Start with your LMS, then add portals, dashboards, or forms—all in one place, with no extra tools.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












An lms insurance portal is a secure online space where policyholders, agents, and administrators can log in to access important insurance information—like policy documents, coverage details, claims status, and updates. It keeps all your insurance communication and documentation in one place, so you don’t have to rely on scattered emails or paperwork. This helps everyone stay organized and provides a smoother, more efficient experience for both insured members and insurance staff.
Softr makes it simple to build an lms insurance portal that fits the needs of your insurance team and policyholders. You can connect your existing insurance data—from platforms like Airtable, Hubspot, Notion, monday.com, SQL, and more—and create a portal where users can log in, review policy information, submit claims, upload required documents, and track statuses, all in one convenient place.
No coding is needed. You can use a template or build from scratch, customize the layout, define access for different user roles, and brand the portal to match your insurance company. The setup is quick, easy to maintain, and flexible enough to adapt as your company grows. It helps you deliver a more organized, professional experience to your members and staff.
You can add a wide range of features to your lms insurance portal to support your policyholders and operations. Some common features include:
\- Secure user logins – so each policyholder, agent, or admin can access only their insurance data
\- Custom dashboards – to show policy status, coverage details, claim progress, or premium schedules
\- Forms – for new policy applications, claims submissions, or feedback
\- File sharing – to upload and download policy documents, claim evidence, and other paperwork securely
\- Search and filters – so users can quickly find the right policy, claim, or document
\- Tables, lists, and detail views – for displaying claims, policies, payment records, or updates
\- Comments or status updates – to keep all communication about a claim or policy in one place
\- Charts – to visualize claim trends, premium payments, or renewal timelines
\- Calendar view – for reminders about renewals, claim deadlines, or policy expirations
\- Permissions and roles – so agents, policyholders, and admins only see what they're supposed to
All these features are built using Softr’s drag-and-drop blocks, so you won’t need to code. If your insurance processes evolve, it’s easy to update your portal anytime.
No coding is required. You can build your lms insurance portal entirely using Softr’s visual editor. Everything—from the layout to user roles and permissions—can be customized without writing a single line of code.
Yes. You can manage multiple policyholders, agents, or teams within a single lms insurance portal. Each user only sees the content and policy information assigned to them, based on their login and role. This is ideal for insurance providers or brokers handling multiple accounts and stakeholders.
Softr supports a wide range of data sources that can help you manage your lms insurance operations. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in policy or claims data from other sources using the REST API.
You’re not limited to just one data source. You can integrate multiple sources into the same portal and display them together—so your lms insurance portal can pull in data from, say, Airtable and HubSpot at the same time. Most sources support real-time, two-way sync, so your records and insurance data stay up to date automatically.
Yes, Softr gives you full control over how users interact with your lms insurance portal. You can customize the layout, navigation, and content to match your insurance brand and workflow. Each page or block can be shown or hidden based on who’s logged in, so each policyholder, agent, or manager sees only what’s relevant to them.
You can also set up different user roles, such as policyholder, agent, admin, or claims manager—and define exactly what each role can view or edit. For example, policyholders see only their own policies, while internal staff can manage all accounts. You can also create personalized dashboards or filtered lists for each user type.
This level of customization is especially helpful when managing multiple policies, teams, or insurance products in the same portal. It keeps the experience clear, secure, and tailored for each role.
Yes, you can. You don’t need to bring your insurance data from another system to start building with Softr. If you’re starting fresh, you can use Softr Databases, which are built into the platform and work seamlessly for managing insurance applications, policy details, and claims.
But if you already track insurance data in tools like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those as well. You can even use the REST API connector to bring in data from other platforms. Either way, you have complete control over how policy and client data is organized and displayed in your lms insurance portal.
Yes, you can fully white-label your lms insurance portal in Softr. You can use your organization’s logo, brand colors, fonts, and custom domain to make the portal feel like a seamless extension of your lms insurance services. You can also remove all Softr branding, so your users will only see your company’s identity throughout their experience.
Yes, you can. Softr gives you plenty of flexibility to control both the design and layout of your lms insurance portal. You can adjust colors, fonts, spacing, and page structure to match your insurance brand. You also decide how each page is set up, choose which blocks are displayed, and set what different policyholders or team members see when they log in.
To present your insurance data, you can add different types of blocks depending on your needs:
\- Table blocks – to show structured data like policy lists, claims, or payment history
\- List or Card blocks – to highlight customer profiles, coverage options, or resources
\- Detail View – to show one record at a time, such as a policy dashboard
\- Forms – for collecting claims or customer updates
\- Charts – to present insights like claim trends
\- Calendar blocks – to display renewal dates or important deadlines
If your content or design needs change, it’s easy to make updates directly in the visual builder.
Softr is built with security in mind. All data is encrypted in transit (TLS) and at rest, and your lms insurance portal is hosted on secure, reliable infrastructure. Softr apps give you full control over who can access or modify information in your portal. You can set up role-based permissions, manage users within your insurance database, set visibility rules, and apply global restrictions to protect sensitive policyholder data throughout your application.
For portals connected to external data sources like Airtable, Notion, or SQL, Softr doesn’t store your data—it displays it in real time based on your access settings. You maintain full control over your data and who can interact with it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to help keep your insurance data safe.
You can get started for free. Softr’s Free plan lets you publish one lms insurance portal with up to 10 users and 2 user groups, and supports all standard data sources like Softr Databases, Airtable, Google Sheets, and more.
If your insurance portal needs more users or advanced features, you can explore the paid plans to find what fits best: <http://softr.io/pricing>
Softr is designed to make it easy to create fully functional, user-facing apps—such as lms insurance portals, CRMs, and internal tools—without needing to write code or rely on developers. What sets Softr apart is how quickly you can go from idea to a working insurance portal, and how seamlessly it connects with your existing insurance data.
Unlike some no-code tools that focus mainly on mobile apps (like Glide) or are more developer-focused (like Retool), Softr is built for non-technical teams who want control over layout, user experience, and permissions. You can build directly on top of real-time data from sources like Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded portals for your policyholders and team.
Everything can be customized visually—from content and design to access permissions. Softr includes user roles, forms, conditional logic, and API support out of the box, so you don’t need to assemble multiple tools to launch a polished lms insurance solution.
Yes. Softr supports a wide range of integrations, allowing you to connect your lms insurance portal to the rest of your tech stack. You can sync with tools like Stripe for payments, Intercom for support, and automate insurance workflows using Zapier, Make, and N8N. Softr also supports REST API and webhooks for advanced automation.
Whether you need to transfer policy data to another system, trigger automations based on claim submissions, or display information from other insurance tools, you can build it right into your lms insurance portal—no coding required.